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2026-04-08 17:45:58
[Iranian Navy Imposes Stern Restrictions: Passage Through the Strait of Hormuz Requires Permission, Ceasefire Pledge Faces Test of On-the-Spot Control] ⑴ The Iranian Navy informed ships anchored near the Strait of Hormuz on Wednesday morning that passage through the strait still requires Iranian permission. ⑵ A recording shared by a crew member shows the Iranian side broadcasting over the radio: "You must obtain permission from the Iranian Sepah Navy to pass through the strait. Any vessel attempting to pass without permission will be destroyed." ⑶ Sepah is a special operations unit belonging to the Islamic Revolutionary Guard Corps. Although US President Trump has stated that he has agreed to a two-week suspension of attacks on Iran, on the condition that the strait is fully, immediately, and safely reopened, the Iranian government has made it clear that it intends to continue exercising control over the waterway. ⑷ Photos and videos provided by crew members show that warplanes are still circling over the Persian Gulf, and most ships have not moved. ⑸ From a trading psychology perspective, the rift between the political ceasefire signal and on-the-spot military control is eroding the previously established reassurance in the market. Shipping companies and energy traders will be more inclined to adjust their positions and voyages based on real-time traffic conditions rather than diplomatic statements. (6) The focus going forward is on the specific implementation of the Iranian licensing mechanism and whether all parties can reach a verifiable consensus on the rules of passage within the two-week ceasefire period; otherwise, the deadlock in passage through the Strait of Hormuz will continue to suppress risk appetite.
