Conflict and Security · Energy and Chokepoints

Trump Declares Total Control of the Strait of Hormuz. The Traffic Numbers Disagree.

Six months into a war neither side has won, the president has swapped threats of annihilation for a blockade he is calling a Wall of Steel. Tehran's answer, delivered by a new set of commanders, is that nothing has changed.

President Donald Trump spent Wednesday telling the world he has won. “The U.S.A. has total control over the Strait of Hormuz. I THINK WE WILL KEEP IT!” he wrote on Truth Social, describing the American naval blockade of Iran as “A WALL OF STEEL” that Tehran has no answer for. He added that Iran has no navy, no air force, unpaid soldiers and 300 percent inflation. He signed off, as he often does, with “Praise be to Allah.”

Confirmed Quoted verbatim from Trump's Truth Social posts of 12 August 2026, carried by Al Jazeera and cross-checked against agency reporting. Read by us 13 August 2026.

The numbers coming out of the strait itself tell a plainer story. Reuters counted eight vessels crossing the waterway on Tuesday, against a pre-war rate of 130 to 140 ships a day. Separately, the shipping intelligence firm Kpler put the ten-day average at roughly 12 ships.

Strait of Hormuz transit, as reported this weekReading
Reuters, Tuesday 11 August count8 ships
Kpler, ten-day average to 12 August≈12 ships
Pre-war daily rate, as reported130–140 ships

Confirmed Al Jazeera, 12 August 2026, carrying the Reuters count and the Kpler average. These are two different measures, a single day against a ten-day average, not two disagreeing counts of the same thing.

A Wall of Steel Around an Empty Waterway

Iran's Persian Gulf Strait Authority answered Trump directly on Wednesday. Claims that the waterway is “no longer blocked,” it said, “do not change the reality: the Strait of Hormuz remains blocked and will not be reopened until Iran's conditions are accepted.”

Contradicted The oil-flow number at the centre of Trump's case. US Energy Secretary Chris Wright said this week that the seven-day average for oil leaving the strait had climbed to almost 9 million barrels a day, close to prewar levels once combined with new overland delivery routes. Brett Erickson, an analyst at Obsidian Risk Advisors, called that number fiction. “There is zero evidence that 9Mbpd is exiting the Strait of Hormuz per day,” he wrote. “Zero. Not ‘maybe’, not ‘potentially’.” Dennis Citrinowicz, a senior researcher at Israel's Institute for National Security Studies, went further, writing that “the determination to demonstrate that the United States is ‘winning’ at all costs is creating a virtual reality that prevents both the administration and the president from making decisions based on the actual situation on the ground.”

A separate analysis published by The Hill this week carried the headline “No one's in total control of the Strait of Hormuz.” We are reporting that the figure is disputed, by named analysts, in public, the same week it was made.

Confirmed Both quotations verified verbatim against Al Jazeera's 12 August 2026 report, which carries Wright's statement, Erickson's post and Citrinowicz's post in full. Read by us 13 August 2026.

From Bombs to Blockade

The war on the ground has not changed this week. Trump's pitch for it has.

The US and Israel opened this war on 28 February 2026 with strikes that killed Iran's Supreme Leader, Ali Khamenei, according to Western and regional reporting, and destroyed military and nuclear sites across the country. Within hours, the Islamic Revolutionary Guard Corps closed the Strait of Hormuz. It has not reopened since. Iran has kept it shut using sea mines and shore-launched missiles that cost a fraction of the warships needed to counter them, striking tankers and boarding vessels, including one hit off the coast of Oman this week.

Washington and Tehran signed a memorandum of understanding in June aimed at ending the war. It collapsed in mid-July, and both sides resumed attacks. The US Navy blockade of Iranian ports, first run from 13 April to 18 June at a cost to Iran of roughly $4.8 billion in lost oil revenue by the Pentagon's own estimate, came back a month ago. Central Command said this week its ships have since redirected 59 vessels attempting to run the blockade, disabled three and boarded two more. More than 20 Navy ships and over 50,000 US troops are now committed to the effort. On Tuesday, a Navy helicopter fired two Hellfire missiles into the steering gear of a Panama-flagged tanker that ignored repeated warnings, the twelfth vessel the US has struck since April.

Confirmed The Hellfire strike and the twelfth-vessel count independently verified against Al Jazeera's 12 August report on Iran's new military leadership, which carries the US military's own account. Confirmed as reported the Pentagon's $4.8 billion figure and the Centcom interdiction numbers, as carried by The Hill and agency reporting.

Airstrikes and threats to end Iran's government did not reopen the strait. Now the White House's approach is to starve the regime of money instead. “The only option that the president has now is to do the option that he's done, which is just to try to buy time on this,” said William Wechsler, a former US deputy assistant secretary of defense now at the Atlantic Council.

A Strategy Three Analysts Call a Gamble

Wechsler was one of three regional specialists who spoke to The Hill this week, and none of them described the blockade strategy as likely to work quickly, if at all.

Wechsler said Iran is betting it can simply outlast Washington, since it answers to no electorate and Trump faces midterm elections in November. He said the regime has a tool democracies do not. “They have guns that they can use against their people, and typically, people who have guns and are willing to use them against their people, it takes a longer time for them to lose.”

Janatan Sayeh, a research analyst at the Foundation for Defense of Democracies, said the administration has gone from proactive to reactive. Pressure alone, he said, is unlikely to change Tehran's behaviour: “They would sabotage the entire country before compromising.” He said sanctions could theoretically open a two-track opportunity, encouraging both disaffected regime insiders and street protests, but added, “I currently don't see an avenue for him to capitalize on each.”

Jonathan Ruhe of the Jewish Institute for National Security of America was the bluntest. He called the pivot to sanctions and blockade an admission that Washington has run out of better options, with “no real prospects for success.” “Their clock, in that sense, has more time on it than Trump's own clock,” he said of Tehran. Ruhe said the strait may ultimately have to be reopened by force, something Trump has so far been unwilling to risk.

Confirmed against indexed excerpts These quotations are confirmed against search-indexed excerpts of The Hill's piece, which matched closely.

Tehran's Answer, From a New Set of Commanders

Iran's response this week has come from officials who did not hold their current jobs two weeks ago. Supreme Leader Mojtaba Khamenei, who succeeded his father after the February strikes, appointed six new military leaders this week, installing Ahmad Vahidi as commander of the Revolutionary Guard and Ali Abdollahi to head the country's General Staff of Armed Forces.

Mohsen Rezaei, the new secretary of Iran's Supreme National Security Council, used his first meeting in the job, with China's ambassador to Tehran, to set out Iran's price plainly in a social media post. “The Strait of Hormuz will not reopen until the US ends the war and blockade, releases Iran's frozen assets, and agrees to a region-wide ceasefire, including in Lebanon and Gaza,” he said. “Until all conditions are met, the Strait will remain closed.”

Confirmed Quoted verbatim from Rezaei's post as carried by Al Jazeera, 12 August 2026.

Mohammad Reza Naqdi, an adviser to the Guard's commander, told state television that Iran is prepared to wait out the president himself. “One way is to prolong this war until we get to the next term of the presidency,” he said, adding that Iran manufactures more missiles than it fires and that “if there comes a day when Iran has no more missiles left, that's when we will be even more dangerous for America.” A Guard spokesman, Hossein Mohebbi, claimed this week that not one US warship remains in the Persian Gulf, down from 30 to 40 before the war. Central Command's own account, of a blockade run by more than 20 Navy ships, says otherwise.

Confirmed Both quotations verified verbatim against Al Jazeera's 12 August report. Unconfirmed Mohebbi's zero-warship claim is his own, and Centcom's own public figures contradict its scale.

For ordinary Iranians, the leadership reshuffles and the dueling claims of victory sit alongside a war that has not ended. “I have given up on predicting what's going to happen,” Jamshid, a 36-year-old Tehran resident, told Al Jazeera. “I don't expect anything to get better this year, or maybe even next year. I just hope this situation doesn't last a lot longer than that, because most of our youth is already gone dealing with these things.”

Confirmed Quoted verbatim, Al Jazeera, 12 August 2026.

A War That Keeps Finding New Fronts

The strait is no longer the only chokepoint on fire. Iran's Houthi allies in Yemen, who declared their own blockade of the Bab al-Mandeb Strait on 20 July, carried out their deadliest attack yet on Tuesday, hitting an Egyptian-owned ship in the Red Sea. Yemen's internationally recognised government put the toll at six dead. Pakistan's foreign ministry said three of its own nationals were among them, with a fourth wounded.

In Lebanon, a ceasefire meant to have ended a separate front is fraying in slow motion. Israeli forces demolished a four-story school in the town of Zawtar al-Sharqiyah on Wednesday, part of what the local mayor, Muhammad Ismail, called the worst spate of demolitions yet. “Every day, people wait for their homes, their livelihoods, and their families' homes to be destroyed,” he said. “We have no hope. We live in constant anxiety about tomorrow.”

Trump's own safety has become part of the story, and what began as a single unconfirmed CNN report has since been independently reported by multiple outlets with named sources. On 8 July, as Trump prepared to leave Ankara after last month's NATO summit, US intelligence indicated an Iran-linked cell had brought a shoulder-fired missile into Turkey and had information on Trump's movements in the city, a senior administration official told ABC News. Four to five hours before Trump's scheduled departure, the Secret Service and military moved him off the publicly identified Air Force One and onto a separate Air Force C-32A, using a catering truck to make the switch out of view, ABC News and CBS News both reported. Both outlets credit The Washington Post's original investigation with first reporting the operation.

Defense Secretary Pete Hegseth flew with Trump on the secret aircraft, along with aides Dan Scavino, Natalie Harp and Walt Nauta. Secretary of State Marco Rubio and Treasury Secretary Scott Bessent remained aboard the publicly identified plane, which continued to be presented as Air Force One, keeping them separated from the president in the line of succession. All three Cabinet secretaries knew Trump had switched aircraft, according to ABC News and CBS News. The travelling press pool, and according to ABC News some White House staff on that plane, were not told Trump had left it and believed they were flying with him. Reporters said they were told to keep the cabin's window shades closed for the flight, a directive they were told came from the Secret Service. Air Force One's transponder was switched off during the flight despite Trump not being aboard, The Washington Post reported.

Trump told reporters on Tuesday that the switch was ordered by the Secret Service and the military. He said the threat was not unusual, telling reporters he receives “a lot of threats” and that “any consequential president” does too. Asked why it was too dangerous for him to fly on the original plane but not for the press pool, he said, “I think, actually, the plane that I flew on was at greater risk.” He switched back to the newer, Qatari-donated Air Force One at a refuelling stop in the United Kingdom for the final leg home.

Confirmed The decoy-plane story. What CNN first reported through a single unnamed source is now independently corroborated by ABC News, naming a senior administration official, and by CBS News, which carries Trump's own on-the-record account of the switch. Both outlets credit The Washington Post's original investigation. The operational sequence, the catering truck, the aircraft switch, who flew where, and Trump's own comments to reporters are confirmed. The specific characterization of the threat, an Iran-linked cell with a shoulder-fired missile that had located Trump's position in Ankara, rests on an official's account to ABC News.

Senate Democrats have demanded a classified briefing on the operation. Minority Leader Chuck Schumer said Congress learned of it from news reports rather than from the White House. Senator Mark Warner of Virginia, the top Democrat on the Senate Intelligence Committee, said he had not been briefed on either the threat or the switch. The White House is not required to disclose the president's location to Congress, and no briefing date had been reported as of this writing.

Confirmed against indexed excerpts The Schumer and Warner material reached us through search-indexed coverage of The Hill's reporting.

Rights groups, meanwhile, count a separate toll inside Iran. A joint statement from 32 countries, including Canada, condemned Tehran's use of the death penalty against protesters this week. The United Nations' human rights chief said at least 56 people have been executed on national security charges since 19 March. An Iranian rights group puts the year's total execution count at 916.

Confirmed as reported Both figures as carried by CNN, 12 August 2026. These are two different measures over two different periods, one tied to national-security charges since March and one a full-year total from an advocacy group's own count, and are not directly comparable.

The Clock Nobody Controls

Oil markets are watching a different countdown than either government. Brent crude has risen for six straight days, trading this week near $89 a barrel on futures quoted by agency reporting. Our own instrument, pulled from the Energy Information Administration's spot series through the front-page panel, read $93.26 a barrel on an observation dated 11 August 2026. Those are different instruments on different dates and we are not merging them into one price.

Measured CanadianWorldReport's own EIA Brent instrument, read 13 August 2026. Confirmed as reported the near-$89 futures figure carried by agency reporting this week.

The International Energy Agency has been reported as warning that global stockpiles are being drawn down fast enough to make reopening the strait more pressing, regardless of who ultimately claims to control it. Unconfirmed The warning is reported as it reached us, attributed to the agency by the coverage we read.

Pakistan, which brokered the ceasefire that briefly held earlier this year, is still trying. Its foreign ministry said this week it is working to bring both sides back to the table and, pointedly, called the collapsed June memorandum “the template of peace,” a suggestion that the outline of a deal still exists even if neither side will sign it again. The agreement's own 60-day clock lapses within days.

Nobody involved is predicting when, or whether, the strait reopens. What both sides appear to be counting on, without saying so together, is that the other side breaks first. Trump is betting on Iran's economy. Iran is betting on Trump's patience, and his calendar. Six months in, both bets are still open.

Sources and verification

Addresses below are printed in full so you can copy one and check us. We do not link out.

The rolling coverage this piece draws its Wednesday-Thursday context from. Al Jazeera, live coverage hub, “Iran war live: US says can maintain blockade on Iran ‘indefinitely’,” 13 August 2026. Read 13 August 2026. Confirmed https://www.aljazeera.com/news/liveblog/2026/8/13/iran-war-live-us-and-iran-exchange-opposing-claims-over-hormuz-control

Trump's Truth Social quotations, the Reuters and Kpler ship-traffic figures, the Citrinowicz and Erickson rebuttals of Secretary Wright's oil-flow claim, and the Hellfire strike on the Panama-flagged vessel. Al Jazeera Staff, “As Strait of Hormuz transit drops, Trump again says US has ‘control’,” 12 August 2026. Read in full 13 August 2026. Confirmed https://www.aljazeera.com/news/2026/8/12/as-strait-of-hormuz-transit-drops-trump-again-says-us-has-control

Rezaei's quoted conditions, the six new military appointments, Naqdi's and Mohebbi's quotations, the twelfth-vessel count, and Jamshid's quotations. Maziar Motamedi, Al Jazeera, “Iran remains defiant as it vows to fight US until demands met,” 12 August 2026. Read in full 13 August 2026. Confirmed https://www.aljazeera.com/news/2026/8/12/iran-remains-defiant-as-it-vows-to-fight-us-until-demands-met

Wechsler's, Sayeh's and Ruhe's assessments of the sanctions and blockade strategy, and the Pentagon's $4.8 billion blockade estimate. The Hill, “Trump snaps back to economic warfare in struggle to make Iran tap out,” 12 August 2026. Confirmed against indexed excerpts https://thehill.com/policy/defense/6026324-trump-iran-economic-warfare-blockade-sanctions/

The Houthi and Lebanon fronts, and the execution figures. CNN, live coverage, 12 August 2026. Unconfirmed https://edition.cnn.com/2026/08/12/world/live-news/iran-war-trump

The decoy-plane operation: the catering truck, the C-32A, who flew where, the closed window shades and Trump's own account to reporters. Jennifer Jacobs, CBS News, “Rubio, Bessent took decoy Air Force One, Hegseth flew on secret flight with Trump,” updated 12 August 2026. Read in full 13 August 2026. Confirmed https://www.cbsnews.com/news/trump-secret-flight-turkey-pete-hegseth-marco-rubio-scott-bessent/

The shoulder-fired-missile threat characterization, the timing of the decision, and the transponder detail credited to The Washington Post. Jonathan Karl, ABC News, “Trump's decoy flight sparked by fears of Iranian cell with shoulder-fired missile: Official,” 12 August 2026. Read in full 13 August 2026. Confirmed https://abcnews.com/Politics/official-iranians-shoulder-launched-missile-turkey-caused-trumps/story?id=135593076

The Senate Democrats' demand for a classified briefing. The Hill, “Schumer demands briefing on secret Trump flight from Turkey,” 11 August 2026. Confirmed against indexed excerpts https://thehill.com/homenews/senate/6024421-chuck-schumer-donald-trump-air-force-one-ruse-briefing/

Background on Trump's remarks to Axios, cited for context. Euronews, “Trump hails ‘Wall of Steel’ blockade, says US will keep control of Strait of Hormuz,” 12 August 2026. https://www.euronews.com/2026/08/12/trump-hails-wall-of-steel-blocakade-says-us-will-keep-control-of-strait-of-hormuz

Background on the February strikes, the death of Ali Khamenei, and the origins of Iran's demands. Canadian World Report, “Power Play over the Strait of Hormuz,” published 10 August 2026. Confirmed https://canadianworldreport.com/conflict/power-play-over-the-strait-of-hormuz/

Our own Brent crude reading, $93.26 a barrel, observation dated 11 August 2026. United States Energy Information Administration petroleum spot price series, pulled through our own front-page instrument and read 13 August 2026. Credit the U.S. Energy Information Administration. No endorsement implied. Measured https://api.eia.gov/v2/petroleum/

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