US policy on Strait of Hormuz transit fees remains shaped by repeated presidential announcements, rapid reversals, and firm legal objections under international maritime law. President Trump proposed a 20% cargo reimbursement fee in mid-July 2026 while reinstating an Iran-specific naval blockade, then quickly pivoted to Gulf state investment commitments instead. As of mid-September 2026, fresh announcements revived fee language amid renewed tensions, yet no verified collections have occurred. Traders assign low probability to US implementation by year-end due to diplomatic alternatives, industry resistance, and procedural hurdles that would need to be cleared before any payments could be enforced. Ongoing mediation talks, shipping protection operations, and adherence to freedom-of-navigation norms continue to define the outlook through the December 31 resolution window.
如果美国政府在所列日期 23:59 ET 或之前,向任何航运公司、船只、外国政府或其他相关实体收取款项,作为通过霍尔木兹海峡的费用、通行费或补偿,或作为在霍尔木兹海峡保护航运的费用、通行费或补偿,本市场将判定为“是”。否则,本市场将判定为“否”。 任何付款金额或费率均计入。付款可以是货币或实物(例如部分货物或石油),也可以由美国政府直接收取,或由代表美国政府收款的代理人、承包商或中介机构收取;前提是该付款依据美国征收的费用或补偿安排支付。 仅宣布、签署或设立收费计划、行政命令、法规或收款机制并不足以符合条件;截至所列日期 23:59 ET,必须至少实际收到一笔付款。 由伊朗或任何其他代表自身行事的一方收取的款项不计入。根据既有义务支付的款项不计入,包括美国关税、对进口到美国的货物征收的关税,或标准港口费用;除非这些费用是新近作为通过霍尔木兹海峡或在该处获得保护的条件而征收。 判定依据将包括美国政府的官方公告,以及可信报道形成的共识。
机器翻译。如有争议,以原文为准。