总部位于北京的中信证券在一份报告中，将美国在霍尔木兹海峡面临的困境比作1950年代英国的‘苏伊士时刻’，称这可能标志着华盛顿全球霸权的转折点。报告指出，美国目前‘陷入’海峡，面临对其控制权的挑战，并寻求出路。该报告于周六发布，正值伊朗与美国在该关键航道实施航运封锁之际。
中信证券分析师在周六发布的报告中，将当前霍尔木兹海峡局势描述为美国的‘霍尔木兹时刻’，类似于1950年代英国在苏伊士运河丧失全球超级大国地位的事件。
报告称：‘苏伊士时刻标志着英国放弃全球霸权。’美国目前面临两难局面，可能加速华盛顿的战略撤退，并加强与其他大国的交易性关系。全球目光聚焦于海峡中穿越船只数量之际，该中国领先投资银行评估了长期得失及其对全球经济秩序的潜在重塑。
这份报告指出：‘这很可能是一个霍尔木兹时刻，我们可以从中得出关于全球秩序演变的几点推论。’中、美经济实力长期是两国全面竞争的主要领域，许多学者预测中国将在十年内超过美国成为世界最大经济体。
周五，伊朗宣布允许非军用船只通过海峡，但周六重新实施航运限制，指责华盛顿从事‘海盗行为’。
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Iran has claimed the Strait of Hormuz is closed after a surge of attacks on commercial vessels since late February, while the U.S. military says it destroyed Iranian mine-laying boats near the vital oil chokepoint—an escalation that has heightened fears of prolonged disruption to energy and trade flows.
Iran returned the Strait of Hormuz to full military control on Saturday, just a day after announcing its reopening to commercial traffic during a U.S.-Iran ceasefire. The rapid reversal came amid persistent U.S. naval restrictions and low actual transits, heightening tensions in the key energy corridor.
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Iran’s Revolutionary Guards warned of severe reaction against any military ship transiting the Strait of Hormuz, after two US destroyers passed through for a demining operation. The threat comes as peace talks between the United States and Iran began in Pakistan. Navigation in this strategic waterway remains hindered by mines laid by Tehran.
Chinese President Xi Jinping urged Saudi Crown Prince Mohammed bin Salman on Monday to keep the Strait of Hormuz open for normal passage amid repeated blockades triggered by US-Israeli strikes on Iran since February 28. According to CCTV, it was Xi's first public call for reopening the vital waterway, alongside pushes for an immediate ceasefire and diplomatic resolutions.
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TotalEnergies CEO Patrick Pouyanné said on Monday that a toll would be preferable to a prolonged closure of the Strait of Hormuz, through which 20% of global oil and gas passes. He spoke at a conference in Washington on the sidelines of the IMF and World Bank spring meetings. He warned of supply tensions if the situation lasts beyond three months.
Amid the ongoing Iran conflict, where Iran has restricted Strait of Hormuz access to non-US/Israeli-linked ships, at least eight vessels—including three Iran-linked tankers—passed through on Tuesday, the first day of the US naval blockade on Iranian ports announced by President Donald Trump. Shipping data shows no interruptions, despite US claims of no breaches.
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Iran said Friday that commercial vessels can again transit the Strait of Hormuz under routes coordinated with Iranian authorities for the duration of a ceasefire, a claim echoed by U.S. President Donald Trump. But shipping risks — including concerns over sea mines and unclear security conditions — have kept many operators cautious, even as the United States maintains a blockade on traffic to and from Iranian ports.