# A new toll on global energy: Can Iran permanently control the Strait of Hormuz?

Page: https://stenobird.com/podcast/energy-gang-887131/a-new-toll-on-global-energy-can-iran-permanently-control-the-strait-of-hormuz
Text version: https://stenobird.com/podcast/energy-gang-887131/a-new-toll-on-global-energy-can-iran-permanently-control-the-strait-of-hormuz.md
Podcast: [Energy Gang](https://stenobird.com/podcast/energy-gang-887131)
Published: 2026-05-12T13:30:00+00:00
Episode link: https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/f3a778d4-fbba-4e33-90f8-4a22b95e3f93.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
Audio file: https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/f3a778d4-fbba-4e33-90f8-4a22b95e3f93.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
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Duration seconds: 3908

## Resource

Ten weeks into the war with Iran, the Strait of Hormuz remains largely closed. The ceasefire is officially holding, but occasional attacks on ships and installations continue. A difficult question is coming into focus: what if the strait never fully reopens? Host Ed Crooks is joined by regular contributor Amy Myers Jaffe, Director of the Global Energy, Climate, and Sustainability Lab at NYU, alongside two guests. Edward (Eddie) Fishman is a Senior Fellow at the Council on Foreign Relations and author of Choke Points, a history of economic warfare. Christopher Aversano is Wood Mackenzie's Director of Maritime Partnerships, returning to give the view from the shipping industry. Chris reports that the number of ships passing through the Strait of Hormuz had risen from around 10 a day at the low point to roughly 25 a day, but then dropped off again as tensions escalated and the threat of renewed fighting rose. Even at their best, the number of transits has been just a fraction of the 150-170 a day that was normal before the war began at the end of February. Some ships are still making it through the strait. Some LNG carriers have “gone dark”, shutting off their transponders, later reappearing weeks later on the other side of the world. Ship owners are pragmatic, Chris says, and high commodity prices create a strong financial incentive for tankers to pass through the strait when they can. But questions of insurance, crew safety, and freedom of navigation through the strait remain unresolved. Eddie says the US decision on what to do next is like a choice between two doors . Door one would be a negotiated deal that leaves Iran as gatekeeper of the Strait of Hormuz. Door two would be full-scale military intervention, which seems politically impossible. With neither option pala…

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