Trump ordered U.S. Development Finance Corporation to offer political risk insurance and guarantees for Gulf shipping after war-risk cover was withdrawn, and raised the option of tanker escorts.
Iran’s IRGC warned that the Hormuz route is closed and vessels attempting passage would be attacked, raising fresh operational and insurance risk for tanker trades.
The Strait of Hormuz closure halted at least 150 tankers, paused Gulf terminal operations and forced carriers to suspend bookings and reroute vessels, driving delays and higher war-risk costs.
The U.S. issued a MARAD advisory urging U.S.-flagged ships in the Strait of Hormuz and Gulf of Oman to keep clear of Iranian waters, keep AIS on, and follow incident procedures.
Iranian forces seized the Marshall Islands-flagged tanker Talara while it transited from the UAE toward Singapore. U.S. officials and maritime security centers say the vessel was redirected into Iranian territorial waters, marking the first such interdiction in months.
Maritime authorities and ship operators have reported a surge in GNSS and AIS interference across the Gulf, Red Sea, and Strait of Hormuz, prompting renewed navigation warnings and electronic security alerts.
