US announces naval blockade against Iranian ports and demands 20 percent levy on cargoes through the Strait of Hormuz

Iran had already agreed to such a arrangement: In the agreement between the US and Iran, Tehran committed to using its "best efforts" to ensure safe and toll-free passage of commercial vessels through the strait for 60 days. The US measure now announced effectively calls this provision into question.

Tehran resists US dictates

A sharp reaction came promptly from Tehran: that the United States was intervening in the Strait of Hormuz would "not be tolerated under any circumstances," it was said on the Iranian side. A direct confrontation between the two governments is thus looming – only a few days after a laboriously negotiated arrangement.

Impact on shipping traffic

Even before the war began, according to data from provider Kpler, more than 100 ships on average passed through the strait daily. On Sunday, according to the information, there were only 14 ships – the lowest value this month. US armed forces had previously diverted more than 140 ships. Nine additional ships reportedly refused to cooperate and were "rendered inoperable." These figures make clear how severely traffic through the strait has already been impaired by the conflict.

With the naval blockade and the announced levy, the US government is intervening deeply in the global logic of the energy markets. A significant share of international oil trade passes through the strait. Iran economist Barbara Dienstbier explained the background on Deutschlandfunk: "The economic machinery of the Revolutionary Guards is a major factor for this group," she said. "That means they even profit from the precarious situation of their own country." According to her, parts of the Iranian leadership even see the war as an opportunity to expand their own influence in the energy sector.

Trump had announced on Truth Social that the US would "for the safe passage of the strait, for reasons of fairness, claim revenues amounting to 20 percent of the cargo value." Secretary of State Marco Rubio said on this: "You can call it a toll or a fee." As a result, the measure looks less like a classic blockade and more like a levy on shipping traffic.

What consequences this will have for the supply of Brent and other crude oil grades remains open. In recent weeks, uncertainty in the region has already led to price swings on the international energy markets. Should the blockade actually take effect on Tuesday evening, further shortages and rising prices are to be expected.

Possible consequences for energy prices

International reactions to the US government's move are still pending. The International Maritime Organization (IMO) had recently expressed concern about the risks to civil shipping in the region, but has not taken any concrete measures. European governments have also not officially commented so far – they are likely to watch the development closely, as European merchant ships also pass through the strait.

The US government had already imposed the blockade weeks ago, but suspended it after bilateral talks with Iran. Now that Trump is reinstating it, relations between Washington and Tehran are heading toward a new level of escalation. The US government is thus pursuing a policy of maximum pressure – and accepting the burden on world trade in the process.

Reactions from abroad

The coming 24 hours will show whether Iran makes good on its threat and obstructs US ships, or whether the blockade is enforced without direct military clashes. Both sides have publicly embarked on a course of confrontation.

Should the situation escalate further, this is likely to have immediate effects on energy prices in Germany and Europe. According to government circles, the German government is closely monitoring the development but has not yet officially commented.

With the resumption of the blockade and the imposition of a 20 percent levy on all cargoes through the strait, the Trump administration is pursuing two goals simultaneously: It wants to put Iran under economic pressure while at the same time recouping its own costs for the military security of the strait. Tehran has made clear that it will not accept this line.

The tensions in the region have thus reached a new peak on July 13, 2026. Observers expect that the coming days will be decisive in determining whether the conflict escalates further or whether a diplomatic solution can be found.

As surprising as the step may appear at first glance, it fits into a line that Trump has been pursuing for months: maximum sanctions, military presence, and the linking of economic and security policy demands. The 20 percent levy is therefore less of a break than an intensification of this strategy.