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“石油咽喉”要收费?伊朗立法,重塑霍尔木兹海峡秩序?
第一财经· 2026-03-31 15:13
Core Viewpoint - Iran's parliament has passed a bill to impose fees on vessels passing through the Strait of Hormuz, aiming to assert control over this critical maritime route and pressure the U.S. [3][4] Group 1: Legislative Developments - The Iranian National Security Committee has established a management plan for the Strait of Hormuz, designating the Iranian armed forces as the controlling authority and prohibiting vessels from the U.S., Israel, and countries imposing unilateral sanctions on Iran from passing through [4]. - The proposed fee system will be implemented in Iranian rials, with the intention of enhancing Iran's international standing and securing direct financial benefits [3][4]. Group 2: Strategic Implications - The Strait of Hormuz is the only passage from the Persian Gulf to the Indian Ocean, with over 25% of global oil shipments and about 20% of liquefied natural gas transported through it [7]. - Iran's move to charge fees is framed as a measure to ensure the safety of passing vessels, with the Iranian government asserting its responsibility for maritime security in the region [4][5]. Group 3: Regional Reactions and Alternatives - U.S. Secretary of State Rubio has stated that the U.S. will not allow Iran to permanently control the Strait or establish a fee system, indicating potential military responses [4]. - In response to the situation, Gulf countries like Saudi Arabia and the UAE are seeking alternative routes for oil transport, utilizing land pipelines to bypass the Strait of Hormuz [8].