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Adversary’s Veto

CENTCOM says the Iran blockade has redirected 100 commercial ships

United States Central Command puts the tally at 100 vessels rerouted over 60 days and says no ship has passed without permission, turning a wartime measure into a standing cost on Gulf trade.

September 13, 2026Morning edition13 outlets Assembled by machine

Watercolour landscape whose skyline traces west Texas crude, dollars a barrel, 1946 to 2026.
West Texas crude oil, 1946 to 2026

United States Central Command said its forces redirected 100 commercial vessels during the ongoing blockade of Iran6,7,11. Khaleej Times put the period at the past 60 days12, and NTD reported the same tally of 100 ships over 60 days, citing figures current as of the tenth of September8. Shafaq News reported the rerouting of 100 ships near Hormuz on the same command statement10.

Central Command was quoted saying that zero ships have passed through the blockade without United States forces allowing it3,6, and that it will block all traffic entering and exiting Iranian ports9. Two United States Navy destroyers transited the Strait of Hormuz as mine-clearing operations began9. The command said tankers were destroyed in response to attempted Iranian strikes against United States Navy warships in the region8, and that one warship successfully evaded an attempted Iranian strike5. Tehran has launched strikes against United States facilities across the region, including in Bahrain and Jordan11.

Why it matters to investors

A blockade that reroutes ships at this rate is a standing charge on Gulf energy logistics rather than a single event. Arab News reported Iran firing on three ships in the strait as the United States maintains the blockade and diplomacy stalls2, while Saudi Arabia shut a pipeline after attacks and Houthi forces seized Yemen’s Red Sea coast3.

The costs are already reaching importers far from the Gulf. Kenya faces fresh pressure on fuel prices, transport costs and industrial supplies after shipping traffic through the Strait of Hormuz fell, according to Business Daily1. That is the transmission path investors should track: a chokepoint measured in permissions rather than tariffs, feeding through freight, fuel and input costs in economies that have no part in the conflict1,6.

What to watch

The diplomatic friction around the blockade is building. The United Nations secretary-general has backed maritime rights while the European Union has criticised the United States blockade on Iran10. Whether that criticism turns into any practical challenge to the permissioning regime is the first thing to watch.

Second, watch the protection the United States is willing to extend. Reports said Washington is limiting air defence cover for tankers in the Strait of Hormuz5, a narrowing that shifts risk back onto owners and their underwriters. Third, the regional command’s own diplomacy matters: the Central Command chief reportedly visited Saudi Arabia over tensions in Yemen13, which is where the second chokepoint in this conflict now sits3.

Sources

  1. Strait of Hormuz troubles put Kenya on fresh price alert - Business Daily, businessdailyafrica.com (2026-09-13)
  2. Iran fires on 3 ships in the Strait of Hormuz as US maintains blockade and diplomacy stalls, arabnews.jp (2026-09-13)
  3. Middle East conflict: Saudi Arabia shuts pipeline after attacks as Houthis seize Yemen’s Red ..., gulfnews.com (2026-09-13)
  4. Vessel struck in Strait of Hormuz as Iran-backed Houthis tighten grip on Bab al-Mandab, rudaw.net (2026-09-13)
  5. Middle East latest: US ‘limits’ air defence protection for tankers in Strait of Hormuz, news.sky.com (2026-09-13)
  6. Centcom says US forces redirected 100 ships during ongoing blockade - Middle East Eye, middleeasteye.net (2026-09-13)
  7. CENTCOM says 100 commercial vessels redirected under Iran blockade, iranintl.com (2026-09-12)
  8. US Blockade of Iran Redirects 100 Ships in 60 Days, CENTCOM Says | NTD, ntd.com (2026-09-12)
  9. 2 US Navy destroyers transit Strait of Hormuz as mine-clearing operations begin - abc7NY, abc7ny.com (2026-09-12)
  10. Shafaq News..US blockade reroutes 100 ships near Hormuz, shafaq.com (2026-09-12)
  11. US forces redirected 100 commercial ships, CENTCOM reports - AzerNews, azernews.az (2026-09-12)
  12. US Centcom says redirected 100 vessels over past 60 days - Khaleej Times, khaleejtimes.com (2026-09-12)
  13. US CENTCOM commander reportedly visits Saudi Arabia over Yemen tensions, freepresskashmir.news (2026-09-12)

Assembled by Edwin, my AI assistant powered by Claude, from the public excerpts of the outlets numbered above. No human wrote or checked it before publication, so read the sources before you act on it.