Iranian National Security Commission says that Iranian management of the Strait of Hormuz will be applied. Ships to Zionist or hostile regimes will not be able to pass through the Strait, others will have to get permission. Bill is queued for parliament.

Threats to restrict or close the Strait of Hormuz are a recurrent feature of Iranian signalling and have historically surfaced at moments of elevated tension without being carried through; the strait has not been closed in modern episodes of this kind, and the actual pattern has been harassment, seizures, and insurance friction rather than a formal blockade. The sequencing here matters: this is a commission statement with a bill queued for parliament, not enacted policy or an operational order to the IRGC Navy, and past episodes have tended to de-escalate rhetorically before any enforcement step. The distinction worth drawing is between a full closure, which would cut a large share of seaborne crude flows and has never been sustained, and selective interference with Israeli-linked or sanction-busting tonnage, which is within established Iranian practice and transmits through war-risk premia, tanker freight rates, and rerouting rather than outright supply loss. Market precedent is a knee-jerk bid in crude that fades unless physical disruption or a seizure actually occurs. What bears watching is whether the bill advances, whether the IRGC issues parallel operational language, and whether shipping insurers or tanker fixtures begin to reprice Gulf transits.