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The article discusses the "carrier-for-carrier" strategy adopted by the United States in the Strait of Hormuz to deter Iran from attacking commercial ships. This policy involves directly targeting Iranian tankers if they are threatened by Iran, with the aim of imposing economic and military costs on Iran, and reducing Tehran's ability to use the strait as leverage for political and economic pressure. Through this strategy, the American administration seeks to protect global oil and gas flows, especially since the Strait of Hormuz accounts for about 21.6 million barrels of oil daily and 20% of liquefied natural gas trade, making any disruption a threat to global markets and a cause of rising energy prices. However, this approach carries risks; it could lead to greater escalation by Iran, cause significant losses in Iranian oil exports, increase global oil prices, raise insurance and shipping costs, and substantially reduce maritime traffic, prompting the exploration of alternative transport routes such as pipelines—though some of these alternatives are limited in capacity and expensive. So far, the strategy has failed to restore shipping levels to pre-escalation figures, reflecting challenges in effectively implementing it and keeping open the possibilities of further escalation and reciprocal responses—factors that threaten global economic stability and energy markets.
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