Stock Markets June 25, 2026 02:38 AM

Iran’s Revolutionary Guard Tells Shipowners Not to Use Unapproved Hormuz Routes

Tehran warns of action against vessels using undesignated passages even after a U.S.-Iran memorandum on reopening the strait

By Avery Klein
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Iran’s Islamic Revolutionary Guard Corps has warned shipowners that using any transit route through the Strait of Hormuz not coordinated with Tehran is unacceptable and dangerous, and said it may take action against vessels that do not follow its instructions. The advisory follows a U.S.-Iran memorandum of understanding to reopen the waterway and comes amid a rise in verified commercial crossings, though traffic remains below pre-war daily levels.

Iran’s Revolutionary Guard Tells Shipowners Not to Use Unapproved Hormuz Routes
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Key Points

  • The IRGC warned shipowners that using any transit route through the Strait of Hormuz not coordinated with Tehran is "unacceptable and dangerous" and threatened action against non-compliant vessels.
  • A U.S.-Iran memorandum of understanding to reopen the strategic energy passage was signed last week, but differences persist over operational control and approval requirements.
  • Ship-tracking data showed transits tripled to 93 last weekend compared with the prior comparable period, with 31 verified crossings confirmed on Tuesday; traffic remains below pre-war daily levels of more than 100 ships.

Iran’s Islamic Revolutionary Guard Corps (IRGC) issued a warning on Wednesday to shipowners against using any new transit route through the Strait of Hormuz that has not been coordinated with Tehran. The IRGC characterized the use of undesignated shipping routes as "unacceptable and dangerous" and cautioned that it could take action against vessels that do not comply with its directions, according to Iranian media reports.

The advisory arrives after the United States and Iran signed a memorandum of understanding last week intended to reopen the strategic energy passage. Despite that agreement, friction between the two sides persists over how openings should be managed.

Ship-tracking company MarineTraffic reported a marked increase in transits through the strait last weekend, saying movements tripled to 93 compared with the prior comparable period. Those figures remain under historic, pre-war traffic, when more than 100 ships passed through the strait on an average day.

On Tuesday, MarineTraffic confirmed 31 verified crossings by commercial and energy-laden vessels. Shipowners have continued to navigate using a mix of Iranian, Omani and International Maritime Organization route patterns through the passage.

Even with last week’s memorandum in place, the United States and Iran appear to hold different positions on reopening the strait. Tehran has repeatedly urged that ships obtain approval from Iranian authorities before crossing Hormuz, while U.S. officials have maintained that the waterway is entirely open.


Context and implications

The IRGC statement underscores that, despite diplomatic steps to reopen the waterway, operational control and expectations for ship movement remain contested. The increase in verified transits shows shipowners are resuming crossings, and the continued use of multiple routing patterns indicates that a single, internationally accepted protocol for passage has not been universally adopted.

What is known

  • The IRGC warned against using undesignated transit routes and said it could act against non-compliant vessels.
  • A U.S.-Iran memorandum of understanding to reopen the strait was signed last week.
  • MarineTraffic reported 93 transits last weekend and confirmed 31 verified crossings on Tuesday; pre-war daily traffic exceeded 100 ships.

Risks

  • Disagreement between Tehran and Washington over who controls passage protocols could create uncertainty for shipping and energy firms relying on predictable transit through the strait - sectors directly affected include maritime transport and energy shipping.
  • The IRGC’s warning that it may take action against vessels using undesignated routes introduces operational and security risk for shipowners and charterers operating in the area, potentially disrupting logistics for commercial and energy-laden vessels.
  • The absence of a single, universally adopted routing protocol, evidenced by continued use of Iranian, Omani and IMO route patterns, increases navigational and compliance uncertainty for operators moving through the passage, affecting shipping schedules and energy supply chains.

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