Hormuz at zero point; The edge of the battlefield of narratives and tactics
The current situation of the Strait of Hormuz is not stable; Iran does not have complete and unchallenged control, nor is the strait out of Iran's control. The scene is dynamic and both sides are changing tactics.
Today in Hormuz, the climax of the story is not the passage of oil tankers; Iran attacks. With new tactics, Iran has increased its attacks on offending vessels and is approaching the "complete blockade of the strait".
Iran's new strategy: Hormuz is not only the Iran-Oman strait; The entire Persian Gulf, the Oman Sea and up to the Arabian Sea and the Indian Ocean. The offending float is the target at any point. Attacks were carried out in the east of Fujairah, the coast of Qatar and the Gulf of Oman; Warning to the UAE and regional actors.
Changing America's behavior: For more than two months, Iran's firing has not been met with an effective response by America. Iran has gained the power of one-way fire and Centcom cannot handle the Iranian Navy. A sign of America's retreat.
Passage of ships: America and its allies pass several ships with big money, hired sailors and full insurance; with expensive air escort. Hollywood show to claim the opening of the strait and market control.
Trump's statements have an electoral use. Centcom reports suggest absolute victory, but the reality on the ground is far from it.
1. Expensive escort for a small number of floats
2. Stabilization of Brent oil on zinc 104-105
3. Renting a ship tens of times before the war
4. continuous withdrawal of strategic reserves; America about 250 million barrels
5. Arab countries struggle to avoid; The attack on the Abqiq pipeline and zero exports
It's not just oil; Dry bulk, fertilizer, aluminum, petrochemical, grain, cement and industrial materials are stranded and supply chains are damaged.
Iran's strategy: "zero reserves". The world is dependent on Hormuz and the limited reserves are being depleted. The market feels the shortage of oil.
Conclusion: Iran has acted in a principled and objective manner in Hormuz. The strait will only be opened by fulfilling Iran's seven conditions; Islamabad's five conditions of understanding + two other conditions. The opening of Hormuz = acceptance of America's defeat. The narrative of the understanding with Oman and the sale of the strait is false.
The war is not only in the field, it is also going on in the strategy. As long as the oil tankers pass through with big money, military escort and the risk of death, talking about the normal opening of the strait means the continuation of the cognitive war.