Trump Says Strait of Hormuz Open to All Ships Except Iran
U.S. President Trump stated on social media that the Strait of Hormuz is open to all ships except Iran, as its leadership is leading the country towards destruction.
Trump decided to replace the originally planned 20% toll with trade and investment agreements reached with Gulf countries.
Market mechanisms have differentiated the risks of crude oil transportation, raising expectations for non-Iranian supplies, putting short-term pressure on oil prices, and increasing capital inflows to U.S. energy companies benefiting from the agreements with Gulf partners.
Source: Public Information
ABAB AI Insight
Trump's Middle East policy consistently exchanges transactions for strategic concessions, similar to the Abraham Accords in his first term, which reshaped regional alliances through economic incentives and has often linked energy corridors with trade.
In terms of capital pathways, U.S. corporate resources are concentrated on new trade and investment agreements with Gulf countries, motivated by bypassing Iran to secure oil supply and market access directly, strategically replacing toll revenue with long-term agreements.
Historically, after the Strait crisis, supply stability was achieved through alliance agreements. The current Trump administration is in a phase of regional energy restructuring, strengthening ties with Gulf partners.
Essentially, this is a restructuring of the supply chain. The U.S. is reshaping the energy flow structure in the Strait of Hormuz by excluding Iran and replacing fees with trade agreements, where the mechanism is to replace compulsory charges with economic incentives, thus concentrating capital and supply chains towards pro-U.S. camps.
ABAB News · Cognitive Law
- Control of the corridor can shift from fees to binding agreements.
- Excluding opponents expands the ally capital pool.
- Trade agreements are a more enduring resource leverage than tolls.