U.S. officials state they are prepared for a campaign lasting several days or longer to force Tehran to cease attacks on commercial shipping. Late Wednesday, U.S. Central Command launched a fresh wave of strikes designed to degrade Iran’s maritime capabilities. Tehran responded by claiming it had targeted Bahrain, Kuwait, and Qatar, signaling a widening theater of hostility.

Despite the military friction, the White House maintains that current oil supply levels provide enough strategic buffer to tolerate continued instability in the region. President Trump claimed on Thursday that Iranian officials have reached out seeking a deal, though evidence of a diplomatic breakthrough remains absent. Meanwhile, global tanker traffic through the critical chokepoint has reached a standstill, as shipowners refuse to navigate the contested waters until the security outlook clears.