尽管美国与伊朗于 6 月 17 日签署备忘录试图结束冲突并恢复霍尔木兹海峡的航运 [1],但近期该水域再次发生多起船只遇袭事件,导致双方关系急剧紧张 [1]。美国总统特朗普已宣布停火状态“已结束”[1],并表示若伊朗收取过境费将视为“不可接受”[1]。
自协议签署以来,至少 5 艘商业船只在霍尔木兹海峡遭遇袭击 [1]。遇袭船只包括新加坡籍集装箱船"Ever Lovely"[1]、巴拿马籍油轮"Kiku"[1]、卡塔尔液化天然气(LNG)船"Al Rekayyat"[1]、沙特超级油轮"Wedyan"[1] 以及利比里亚籍"M/T Cyprus Prosperity"[1]。与此同时,伊朗伊斯兰革命卫队(IRGC)要求过往船只必须使用其指定路线 [1],否则将面临攻击风险 [1]。
军事冲突进一步升级:美国对伊朗沿海城市及首都德黑兰发动了打击 [1];作为报复,伊朗向巴林和科威特的美军基地发射了导弹和无人机 [1]。受此局势影响,霍尔木兹海峡日均通行船只数量从战前约 100 艘降至 5 月 18 日至 7 月 5 日期间的平均 28 艘 [1],导致约 6,000 名海员滞留在海湾地区 [1]。全球能源市场正面临新一轮动荡风险 [1]。
Although a memorandum of understanding (MoU) was signed between the United States and Iran on June 17 to end hostilities and restore shipping in the Strait of Hormuz, tensions have escalated with multiple recent attacks on vessels in the waters [1]. Since mid-June, at least five commercial ships have been attacked, including the Singapore-flagged container ship Ever Lovely, the Panama-flagged oil tanker Kiku, the Qatar LNG carrier Al Rekayyat, the Saudi super-tanker Wedyan, and the Liberia-flagged vessel M/T Cyprus Prosperity [1]. In response to these incidents, the United States launched strikes against Iranian coastal cities and its capital, Tehran, while Iran retaliated by firing missiles and drones at US military bases in Bahrain and Kuwait [1]. President Trump declared that the ceasefire has "ended" and warned that any attempt by Iran to collect transit fees would be deemed unacceptable [1]. The conflict has severely disrupted maritime traffic; daily vessel transits through the strait dropped from approximately 100 before the war to an average of only 28 between May 18 and July 5, leaving roughly 6,000 sailors stranded in the Gulf region [1]. Furthermore, the Islamic Revolutionary Guard Corps (IRGC) has demanded that ships use designated routes or face potential attack risks [1].