President Donald Trump announced on Monday that the U.S. will begin an operation to guide commercial ships out of the Strait of Hormuz [1].

The move comes as the waterway becomes a flashpoint for conflict between the U.S. and Iran. Because the Strait of Hormuz carries approximately 20% of global oil supplies [2], any prolonged blockage or instability threatens international energy markets and global economic stability.

Trump said the U.S. would "guide" ships not involved in the war with Iran out of the waterway [1]. The operation is designed to help commercial vessels that are not participants in the conflict safely exit the area between Oman and Iran [3].

This initiative follows a period of escalating maritime friction. Recent reports indicate that Iran struck and forced a U.S. warship to turn back from entering the Strait [4]. The U.S. operation aims to prevent neutral commercial shipping from becoming collateral damage in the ongoing hostilities.

While the U.S. administration has signaled a need for international cooperation, support from partners remains uncertain. Several U.S. allies said on Monday they had no immediate plans to send ships to unblock the Strait, rebuffing a request from Trump [5].

The U.S. Navy will likely lead the effort to ensure the safe passage of these vessels. The operation is slated to begin this Monday [1], focusing on those ships currently stuck or unable to navigate the waterway due to the security environment.

The Strait of Hormuz carries about one‑fifth of global oil supplies.

The U.S. attempt to evacuate neutral shipping highlights the precarious balance of power in the Persian Gulf. By acting unilaterally after allies rebuffed the request for support, the U.S. is assuming a high-risk role as the primary security guarantor for global oil transit. This operation could either stabilize commercial traffic or provoke further Iranian aggression, potentially triggering a wider energy crisis if the waterway is fully closed.