Lead
President Donald Trump has announced a secret US military mission that he says escorted more than 200 commercial ships, carrying over 100 million barrels of oil, through the Strait of Hormuz. In a series of statements from the Oval Office and on his Truth Social platform, Trump claimed the operation was "wildly successful" and that the United States, not Iran, controls the strategic waterway. However, his assertions are contradicted by his own Energy Secretary, independent shipping data, and expert analysis, raising questions about the scale and nature of the operation.
Coverage Comparison
Trump's claim, delivered on Wednesday, was initially made during an Oval Office press conference, where he said the US had "been taking out millions of barrels of oil" and that Iran had been caught off guard. He later expanded on social media, asserting that more than 100 million barrels had transited the strait and that Iran's military is "defeated" and its economy "lost."
While TASS reported Trump's statements without additional context, ABC Australia and Al Jazeera provided more detailed examinations. Al Jazeera highlighted a direct contradiction: Energy Secretary Chris Wright told a congressional hearing that he was unaware of any US operation moving millions of barrels of oil through the strait. This discrepancy was not mentioned in TASS's coverage.
Shipping data from multiple maritime intelligence firms also paints a different picture. Windward observed 80 commercial ships crossing the strait in five weeks, Kpler recorded 264 ships exiting the Persian Gulf between the ceasefire and early June, and Lloyd's List reported 142 ships. These figures, while varying due to different methodologies, are all well below Trump's claim of over 200 ships and 100 million barrels. As Al Jazeera noted, pre-war traffic in the strait was about 140 vessels daily, carrying roughly 20 million barrels per day.
The New York Times, cited by ABC Australia, reported that the US military had guided about 70 commercial ships through the strait in recent weeks, citing unnamed officials. JPMorgan estimated that more than a million barrels of oil a day may have been passing through, a figure that, while significant, falls short of Trump's 100 million barrel total over a month.
Key Claims
- Trump's Claim: "Last month, I directed our Great US Military to execute a secret mission to support Oil Tankers and other Commercial Ships through the Strait of Hormuz. Today, I am pleased to announce that this effort has resulted in more than 100 MILLION Barrels of Oil making its way through the Strait, and into the Open Market." (Source: Truth Social post, reported by TASS and ABC Australia)
- Energy Secretary's Contradiction: Chris Wright testified that he was not aware of the US moving millions of barrels of oil through the strait. (Source: Al Jazeera)
- Shipping Data: Windward counted 80 ships in five weeks, Kpler 264 ships exiting the Persian Gulf, and Lloyd's List 142 ships. (Source: ABC Australia, Al Jazeera)
- Pre-War Baseline: About 140 vessels transited daily before the conflict, carrying 20 million barrels per day. (Source: Al Jazeera)
- Iranian Coordination: Many vessels transited with Iranian authorization, paying tolls to Iran's Islamic Revolutionary Guard Corps (IRGC). Iran charges insurance-like fees for transit, creating what Al Jazeera described as an "illegal toll booth" situation. Countries including Pakistan, India, and Russia negotiated transit with Iran; some ships reportedly paid in yuan. (Source: Al Jazeera)
- Expert Skepticism: Harlan Ullman, Chairman of the Killowen Group, called Trump's claim "doubtful" and said it would be insufficient to stave off a global economic crisis. (Source: Al Jazeera)
- Background: The Strait of Hormuz, which carries 20 percent of the world's energy flows, has been largely shut since early March after US and Israeli attacks on Iran. Iran initially closed the strait, then allowed limited passage for friendly countries that negotiated transit. The US imposed a naval blockade on Iranian ships and ports on April 13. (Source: Al Jazeera)
- Cost Analysis: Oscar Seikaly's analysis shows delay costs of $100,000 per day for Very Large Crude Carriers (VLCCs). (Source: Al Jazeera)
- Reason for Revelation: Trump said he could announce the mission because Iran had "figured it out," adding, "I wanted to say it so badly." (Source: ABC Australia)
Perspectives
Trump Administration: President Trump asserts the US military conducted a secret mission to escort oil tankers through the Strait of Hormuz, claiming success and US control of the waterway. He has not provided evidence to support his claims.
Energy Department: Energy Secretary Chris Wright testified he was unaware of any such mission involving millions of barrels, contradicting the President.
Iranian Authorities: According to Al Jazeera, Iran permitted certain ships to transit after negotiations and collected tolls, indicating a degree of control over the strait.
Independent Experts: Shipping data analysts and strategist Harlan Ullman question the feasibility and scale of Trump's claims, pointing to lower ship counts and potential economic impacts.