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Strait of HormuzMaritime Blockade· 4 min read· in Defense & Security

Iran to Announce 'Restricted Zone' Near Strait of Hormuz Following U.S. Tanker Strikes

Tehran plans to establish a maritime exclusion zone extending from the U.S. naval blockade line, threatening to sanction uncoordinated vessels.

By Hunter Cole

Iranian Security Establishment 40%U.S. Central Command 40%Global Shipping Industry 20%
Iranian Security Establishment
Views the restricted zone as a necessary assertion of sovereignty and leverage against U.S. economic pressure.
U.S. Central Command
Characterizes Iran's maritime actions as illegal aggression and a threat to global freedom of navigation.
Global Shipping Industry
Faces mounting operational risks and soaring insurance costs as the waterway becomes a dual-blockade zone.

Iran will declare a new "restricted maritime zone" outside the Strait of Hormuz in the coming days, threatening to sanction any vessel that enters the area without coordinating with Tehran. Mohsen Rezaei, the secretary of Iran's Supreme National Security Council, announced the measure on September 6, 2026, during an interview with state-run IRIB TV. The proposed zone will extend from the boundary of the ongoing U.S. naval blockade into the Persian Gulf, effectively expanding the contested area in a waterway that historically carried 20% of the world's oil.[1][6]

The announcement follows a severe escalation in the intermittent conflict that began on February 28, 2026. Over the weekend, U.S. forces struck three Iranian oil tankers in direct retaliation for what U.S. Central Command described as Iranian ballistic missile launches targeting American warships. The exchange shattered a brief period of relative calm and prompted Iranian officials to warn that the era of proportionate responses had ended.[4][5]

Washington currently maintains a naval blockade aimed at Iranian ports, supported by more than 20 U.S. warships. According to U.S. military figures released over the weekend, the blockade has redirected 92 commercial vessels and disabled three in an effort to enforce compliance and restrict Tehran's oil exports. Rezaei stated that the new Iranian exclusion zone is designed to begin exactly where the U.S. blockade line ends, creating a dual-layered chokepoint for international shipping.[4][6]

U.S. Central Command reports that its naval blockade has redirected 92 commercial vessels to enforce compliance.

During his televised address, Rezaei dismissed assertions by the U.S. administration that the strategic waterway remains open to global commerce. "The claim that the US economic blockade is causing a major famine in Iran is a big lie," Rezaei said, adding that the strait itself is "completely closed and under the control of the armed forces." He claimed that before the conflict, over 100 ships carrying 100 million tons of cargo transited daily, whereas now only seven or eight vessels carrying essential goods for Iran are permitted through.[6]

During his televised address, Rezaei dismissed assertions by the U.S.

In a further challenge to the U.S. naval presence, the Iranian security chief claimed that Tehran had successfully test-fired a domestically developed anti-ship missile directly over a U.S. aircraft carrier 48 hours prior to his announcement. "This special missile created hell for the Americans, and they fled," Rezaei stated, though U.S. Central Command has not publicly confirmed the incident and dismissed a separate Iranian claim of striking an unmanned U.S. vessel as a "total lie."[4][6]

Despite the aggressive posture, Iranian forces have reportedly refrained from sinking the American-escorted vessels attempting to breach the closure. Rezaei noted that the U.S. is attempting to move five to six vessels through the strait at great expense, and while these ships are frequently targeted, Tehran has decided against sinking them because they are carrying oil, which would cause catastrophic environmental damage to the region.[6]

Iranian forces have threatened to place any uncoordinated vessel entering the new restricted zone on a sanctions list.

To manage the remaining traffic, Iran and Oman are expected to sign an agreement in the coming days establishing a new international transit corridor through the strait. Rezaei emphasized that the entry and exit points of this new route would remain strictly under Iranian management. Any ship attempting to bypass this corridor will face sanctions that could void their maritime insurance coverage and permanently bar them from the waterway.[1][6]

The maritime standoff is the direct result of a collapsed diplomatic effort. A peace memorandum of understanding signed between Washington and Tehran in mid-June 2026 fell apart within days, with both sides accusing the other of immediate violations. The U.S. subsequently intensified its economic pressure campaign, targeting institutions that handle Iranian funds, while Tehran resumed its harassment of commercial shipping.[4][5]

Rezaei conditioned any future reopening of the Strait of Hormuz on a shift in Washington's military posture, demanding that the U.S. take practical steps to fulfill its obligations under the June agreement. "Iran will commit to keeping the Strait of Hormuz open when the US neither threatens nor attacks Iran," he said. Until those guarantees are met, the dual blockades threaten to permanently alter the security architecture of the world's most critical energy corridor.[6]

The stakes

The establishment of overlapping U.S. and Iranian exclusion zones effectively chokes off one of the world's most critical energy corridors. For global consumers, this dual blockade threatens to severely disrupt the 20% of global oil supplies that historically transit the strait, driving up energy costs and shipping insurance rates worldwide.

Perspectives explored

Iranian Security Establishment

Views the restricted zone as a necessary assertion of sovereignty and leverage against U.S. economic pressure.

Iranian officials, led by Mohsen Rezaei, frame the exclusion zone and the broader closure of the strait as a direct response to the U.S. naval blockade and the collapse of the June memorandum of understanding. By controlling a new transit corridor jointly managed with Oman, Tehran aims to force Washington into recognizing its maritime authority and lifting economic sanctions. They argue that their restraint in not sinking oil-laden vessels demonstrates responsible management of the waterway's environmental security, even as they escalate military deterrence.

U.S. Central Command

Characterizes Iran's maritime actions as illegal aggression and a threat to global freedom of navigation.

The U.S. military views Iran's ballistic missile launches and harassment of commercial shipping as dangerous escalations that violate international law. In response, the U.S. has maintained a robust naval blockade of Iranian ports, deploying over 20 warships to redirect non-compliant vessels and choke off Tehran's oil revenues. Central Command consistently dismisses Iranian claims of successful strikes on U.S. assets as fabrications, maintaining that American forces are present to ensure safe passage for global commerce and to enforce the terms of the fractured ceasefire.

Global Shipping Industry

Faces mounting operational risks and soaring insurance costs as the waterway becomes a dual-blockade zone.

For commercial operators, the Strait of Hormuz has transformed from a vital energy artery into a high-risk conflict zone. With both the U.S. enforcing a blockade on Iranian ports and Iran threatening to sanction or intercept vessels that fail to use its designated corridor, shipping companies are caught in a jurisdictional crossfire. The threat of being placed on an Iranian sanctions list jeopardizes insurance coverage and future transit rights, forcing many operators to either reroute entirely or attempt the perilous passage under heavy naval escort.

Open questions

  • It remains unclear exactly how far into the Persian Gulf the new Iranian exclusion zone will extend.
  • The specific terms and operational mechanics of the anticipated transit corridor agreement between Iran and Oman have not been disclosed.

Sources

Source coverage

6 outlets

3 viewpoints surfaced

Iranian Security Establishment 40%U.S. Central Command 40%Global Shipping Industry 20%
  1. [1]The Express TribuneIranian Security Establishment

    Iran's Rezaei says restricted zone to be announced around Strait of Hormuz

    Read on The Express Tribune
  2. [2]Philippine News AgencyIranian Security Establishment

    Iran to declare 'restricted' maritime zone beyond Strait of Hormuz

    Read on Philippine News Agency
  3. [3]Gulf NewsU.S. Central Command

    US-Iran war: Tehran to announce new 'exclusion zone' near the Strait of Hormuz

    Read on Gulf News
  4. [4]PBSU.S. Central Command

    U.S. strikes 3 Iranian oil tankers after saying warships were targeted with ballistic missiles

    Read on PBS
  5. [5]The HinduGlobal Shipping Industry

    Iran says plans to announce new 'exclusion zone' near Strait of Hormuz

    Read on The Hindu
  6. [6]CGTNIranian Security Establishment

    Iran to announce 'restricted zone' outside Strait of Hormuz

    Read on CGTN

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