By Andrew C. McCarthy
Tuesday, June 30, 2026
Combat in the Persian Gulf is once again tenuously
paused, but it escalated over the weekend, after last Thursday when Iran’s
Islamic Revolutionary Guard Corps forces conducted a drone strike against the Ever
Lovely, a container vessel that was attempting to pass through the Hormuz
Strait.
The weekend’s fighting is a timely reminder. The strait
(a narrow international shipping channel that 20 percent of global sea trade,
including vital energy commerce, passes through) has been kept open since
Ayatollah Ruhollah Khomeini’s 1979 revolution by one thing and one thing alone:
American power. There are no international law restraints to which the Iranian
regime is or will agree to be bound.
The latest episode, like all the rest since early April,
reaffirms that it takes two to make a cease-fire. President Trump’s illusions
of grandeur notwithstanding, he is powerless to dictate one unilaterally.
Meanwhile, everything the president has done since he
launched the war in late February — the unilateral military aggression, the
unhinged Trumpian twaddle on social media, the inevitable climbdowns, the
self-contradictory claims about the state of the conflict and the nature of the
Iranian regime — has convinced the IRGC and other Iranian leaders that their
control of the strait is analogous to their relentless pursuit of nuclear
weapons. That is, it’s worth fighting for at all costs since it could shift the
strategic balance in the regime’s favor, despite domestic and foreign hopes for
the regime’s demise.
On Friday, I addressed one of the two principal follies
of the Trump administration’s approach to the war: the mulish failure to grasp
the regime’s apocalyptic interpretation of Islam. Tehran’s hegemonic ambitions
and endemic anti-Americanism make negotiating with it pointless. Regime operatives are
indoctrinated in the jihadist conception of war as deception (as Islam’s
prophet instructed). Therefore, nothing regime operatives say in
negotiations is trustworthy, and nothing to which they “agree” in a writing —
such as Trump’s memorandum of understanding — is worth
the paper it’s written on.
Since survival is the highest priority, it is especially
crucial to grasp the regime’s deception doctrine when it believes it is in an
existential crisis. The fact that Trump was bluffing about “regime change” and
killing “a whole civilization” does not change the Iranian regime’s ideology.
Now let’s turn to the other administration folly: the
notion that there is some tenet or norm of international law regarding free
transit through the strait that Iran has previously accepted and will
eventually come around to again.
It’s just not true.
What has kept the strait open since President Reagan
attacked Iran’s forces and sank most of its navy in the 1988 tanker war has
been the jihadist regime’s belief that the United States government regards
free shipping through the channel as a vital interest. So much so that, if the
regime challenged the status quo, our armed forces would surely be deployed to
fight to a decisive conclusion that could be ruinous for Tehran.
Free shipping through the strait, and the expectation
that it would persist because of American power, was the state of play on
February 28. That’s when the president, without a specific congressional
authorization or American public support, unilaterally ordered the aerial
invasion of Iran in a palpable attempt to force a quick surrender. Trump’s gut
told him a Venezuela-style taming of the historically implacable jihadist
regime was in the cards. He listened to what he wanted to believe, even though
U.S. military and intelligence analysts warned him that a quick surrender was
unlikely and that Iran could respond by closing the strait and attacking
regional U.S. allies, especially those that host American military
installations.
Iran responded just as our analysts predicted it would.
The strait was de facto closed: Iran essentially warned that ships attempting
to transit through could expect to be attacked; it struck a handful of vessels
and planted some mines. This persuaded insurers not to indemnify shipping
through the strait and the crews themselves not to attempt passage.
The administration’s initial response was to deny that
the strait was closed (on the risible theory that ships could attempt to
pass through . . . if they were willing to run the suicidal risk). That soon
gave way to a claim that, by obstructing commerce on “international waters,”
Iran was in violation of international law and needed to stand down or face
global condemnation (because, y’know, the world’s leading state sponsor of
jihadist terrorism famously frets about what people are saying in Washington
and European chancelleries).
Alas, the American international-law rhetoric is
untenable.
The overarching assumption of civilized nations is that a
country’s territorial waters extend for twelve miles from its coastline. Beyond
that lies the open seas, where transit is essentially free. The Hormuz Strait,
however, is only 19 miles wide at its narrowest point. Hence, under the default
formula, the strait is not part of international waters; at any point in the
narrows, it is within the territorial waters of either Iran or Oman, the
relevant coastal states.
I use the term “the default formula” advisedly. The
twelve-mile rule comes from a multilateral compact, the United Nations Convention on the Law of the Seas (UNCLOS), which was completed and opened for signing in 1982,
during the Reagan administration and three years after Khomeini’s revolution in
Iran. UNCLOS has special rules (in its articles 34–41) that apply to “straits
used for international navigation,” such as the Hormuz Strait. These rules
generally mandate free transit. This means that the strait is not part of
international waters; rather, free transit is granted under UNCLOS rules in
light of the strait’s significance to global trade.
Here’s the problem: Neither the United States nor Iran
ever ratified UNCLOS.
The American objection to the treaty has nothing to do
with the rules applicable to narrow sea channels. Those rules promote America’s
interests. Although the U.S. was deeply involved in crafting UNCLOS, our
government never ratified it for two reasons. First, as the world’s dominant
naval power and guarantor of free global trade, it would be foolish to forfeit
sovereign freedom of action to an international institution that, like the U.N.
itself, would have anti-American tendencies. Second and relatedly, UNCLOS
provisions related to seabed mining are objectionable.
The Iranian complaint is more specific to the Hormuz
Strait. While the Khomeini regime purported to sign the treaty (during the
brutal Iran-Iraq war), it has never ratified UNCLOS precisely because it
realized that its geographical influence over the strait is a major strategic
advantage.
Although it has not ratified UNCLOS rules related to
narrow trade routes, the U.S. approves of them. Consequently, it argues that
these rules are so universally accepted that they have evolved into supposedly
binding customary international law. Iran, by contrast, observes that a
nation may not be bound by international compacts that it has not ratified
under its domestic law — the venerable principle of pacta tertiis nec nocent
nec prosunt (agreements neither harm nor benefit third parties). Iran
shrewdly calculates, moreover, that the United States would never agree, based
on anything as vague as customary international law, to be bound against its
interests by treaty terms, largely crafted by its enemies, to which it never
lawfully assented.
This spotlights the weakness of the current American
position. There are sea lanes on both the Iranian and Omani sides of the
strait. To break the Iranian impediment, the Trump administration has
encouraged ships, such as the Ever Lovely, to cross on the Omani side —
i.e., beyond twelve miles from Iran’s coastline. This, our diplomats contend,
is outside of Iran’s territorial waters, even though it is not, strictly
speaking, “international waters” (being within Oman’s jurisdiction).
But such contentions assume Iran’s indulgence of UNCLOS.
The regime, to the contrary, does not agree that it is bound by either UNCLOS’s
twelve-mile territorial waters rule or its free-transit provisions for narrow
straits. And even if a non-UNCLOS nation were to accept those terms, the
Iranian regime would argue that they are inapplicable in wartime. In that
connection, the regime maintains that it was Trump who started the war, and
that its responsive closure of the strait is consistent with its sovereign
international-law right of self-defense.
What’s more, the regime scoffs at the notion that the
United States is free to eschew ratification of UNCLOS yet simultaneously claim
that UNCLOS provisions it likes are somehow binding on another non-ratifier.
Our government and our allies can quibble about some or
all of this. Western diplomats counter that Iran benefits from international
trade and has waived its objections through decades of abiding free transit
through the strait. Maybe so, but such pleading misses the point.
The international realm is not like our domestic rule of
law. In our own country, we are one people united by our national Constitution,
which binds us to accept properly enacted laws, including those of states in
which we don’t reside. In international relations, by contrast, even ostensibly
binding commitments are often ignored, rescinded, or flat-out broken. What
undergirds international agreements are not courts or legal arrangements; it is
the perception that severe sanctions, up to and including the use of force,
could be the wage of undermining them.
All the more, that is the case when there are no binding
commitments.
The Hormuz Strait has been opened because the
Khomeini-founded government was convinced, especially after the tanker war,
that the American military response to an Iranian attempt to close the strait
would be devastating. In the years that followed, as long as the Iranian regime
did not believe it faced an existential threat from the United States, it tried
neither to close nor to toll the strait, calculating that the potential cost of
a certain American military response was not worth paying.
But times have changed. Once President Trump threatened
regime change, the regime had nothing left to lose. So it played its ace in the
hole. If a U.S. president is going to threaten regime change — while
intensively bombing regime targets and thereby demonstrating to the regime that
he might be serious — then that president had better be ready to finish the job
because the regime is going to resort to measures reserved only for such
existential peril.
When it resorts to such measures, America’s stark
alternative is to escalate and force the regime’s surrender on our terms or
capitulate and accept a new reality that would have been understood as
intolerable just four months ago. That is why I continue to believe the president
should seek congressional authorization to use force to open the strait.
Regardless of how we got to this point, and all righteous objections to the
administration’s heedless approach, our enemies’ claim to control this critical
channel threatens our vital security and economic interests. That should be
unacceptable to Congress. A congressional authorization would convey
seriousness of purpose to Tehran — something sorely needed at the moment.
The Hormuz Strait has been opened for the past four
decades, not because of any consensus about international waters and commerce
rules applicable to narrow sea lanes. It has been open — and Americans and the
world have flourished from global trade — because the jihadist regime in Tehran
understood that the United States would not tolerate Iranian restrictions. No
parchment promises will change that. President Trump raised the stakes. Now the
American choice is to force the regime to stand down or suffer a humiliating
defeat that empowers our enemies.
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