Iran has introduced a new transit regime tightening rules for ships passing through the Strait of Hormuz, impacting fertilizer cargoes and global shipping.

The move restricts one of the world's most vital maritime chokepoints, threatening the supply chain for essential agricultural imports and increasing regional volatility.

The new regulations were announced just days [3] after the launch of the Persian Gulf Strait Authority (PGSA). This new body is tasked with managing security concerns for vessels transiting the strait and asserting greater Iranian control over the shipping lane.

India, a major importer of fertilizer, has already responded to the heightened restrictions. More than 12 [1] Indian vessels have been evacuated from the region to avoid potential delays or seizures.

While some ships have successfully exited, others remain caught in the bottleneck. Hundreds [2] of vessels are currently stranded in the region, competing for access to the strait under the stricter PGSA guidelines.

The Strait of Hormuz, located between the Persian Gulf and the Gulf of Oman, serves as the primary artery for oil and chemical exports from the region. The tightened grip on this waterway comes amid ongoing regional tensions, where maritime access is often used as a tool of geopolitical leverage.

Shipping companies are now facing increased uncertainty regarding transit times and safety protocols. The PGSA has not provided a detailed timeline for when the backlog of stranded vessels will be cleared, leaving hundreds of crews in a state of limbo.

More than 12 Indian vessels have been evacuated

The creation of the Persian Gulf Strait Authority and the subsequent tightening of transit rules signal Iran's intent to formalize its influence over the Strait of Hormuz. By shifting from sporadic disruptions to a structured regulatory regime, Iran can more effectively monitor and control the flow of goods, including critical agricultural supplies like fertilizer. This creates a systemic risk for importing nations like India, who must now navigate a bureaucratic layer of Iranian oversight to ensure food security.