Iran has effectively turned the Strait of Hormuz into a geopolitical filter—deciding who benefits and who doesn’t.

Certain countries are still being allowed to pass through, including China, India, Pakistan, Turkey, Malaysia, Iraq, Bangladesh, and Sri Lanka.

On the other hand, access is reportedly denied to the United States, Israel, Japan, and South Korea. Even the rumored payment of 2 million yuan for passage isn’t being accepted—these nations appear completely shut out.

This matters because the Strait of Hormuz is one of the most critical chokepoints in the world, handling around 20% of global oil supply. Now, control over that flow is being used strategically.

The signal is straightforward: allies continue receiving oil, while rivals are cut off.

China and India are still importing crude, keeping their economies and supply chains stable. Meanwhile, countries like the U.S., Japan, and South Korea are facing disruptions, and although Israel isn’t a major oil importer, its allies are impacted.

Oil markets have reacted quickly, with Brent crude climbing back toward $110 as geopolitical risk increases.

This situation has shifted beyond military tension—energy access is now being used as leverage. Forcing passage through the strait could risk escalating the conflict further.

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