Trump’s ‘free flow of energy’ vow fails to restart shipping in strait of Hormuz

Since US President Donald Trump's announcement on Friday of emergency measures to ensure the free flow of energy through the Strait of Hormuz, only two vessels not linked to Iran or Russia have transited the waterway, according to maritime records. One of these ships went dark by disabling its transponder, while the other signaled Chinese ownership and crew. The strait, a critical chokepoint for global oil shipments, remains largely avoided by commercial shipping due to heightened geopolitical tensions and security risks. Trump's vow has not yet translated into tangible improvements in maritime safety or traffic. The situation underscores ongoing instability in the region, with Iran and Russia maintaining significant influence over shipping lanes. The lack of progress highlights the gap between political promises and on-the-ground realities in the Middle East.

Global Impact

Economically, the Strait of Hormuz disruption risks a supply shock that could push oil prices above $100/bbl if sustained, impacting global inflation and central bank policy. Geopolitically, the failure of Trump's promise weakens US credibility in the region, potentially emboldening Iran and Russia to exert further control over energy routes.