EU Considers Action to Secure Strait of Hormuz Amid War-Driven Price Surge
EU Weighs Options to Keep Strait of Hormuz Open for Shipping

The European Union is actively considering a range of options to help ensure the Strait of Hormuz remains open for international shipping, as escalating conflict in the Middle East drives up energy and commodity prices worldwide. This strategic move comes amid the third week of war involving Iran, Israel, and the United States, which has severely disrupted global trade routes.

EU Foreign Policy Chief Outlines Potential Strategies

Kaja Kallas, the EU's foreign policy chief, announced on Monday that the bloc is discussing how to contribute to securing the vital waterway. Speaking ahead of a meeting of the 27-nation bloc's foreign ministers in Brussels, Kallas emphasized the importance of keeping the Strait of Hormuz open for European interests. She highlighted two primary approaches under consideration: expanding the existing Aspides naval mission, currently focused on protecting shipping in the Red Sea, to include the Persian Gulf, or forming a "coalition of the willing" where member states provide military support on an ad hoc basis.

Global Supply Chain Disruptions and Economic Impact

The war, which began with airstrikes by Israel and the U.S. on February 28, has caused significant upheaval in global markets. Brent crude oil prices have surged by more than 40%, but the effects extend far beyond energy. The conflict has disrupted supply chains for pharmaceuticals from India, semiconductors from Asia, and oil-derived products like fertilizers from the Middle East. Cargo ships are either stranded in the Gulf or forced to take lengthy detours around Africa, while air cargo flights from the region remain grounded. As the conflict persists, shortages and price increases for a wide array of goods become increasingly likely.

International Responses and EU Caution

U.S. President Donald Trump has called on allies, including France, China, Japan, South Korea, and Britain, to assist in securing the strait. France, in particular, is collaborating with partners in Europe, India, and Asia on a potential international mission to escort ships through the strait, though it stresses that such action must wait until fighting subsides. Within the EU, there is a cautious stance; German Foreign Minister Johann Wadephul stated that Germany will not become an active part of the conflict, while Luxembourg Foreign Minister Xavier Bettel noted that the EU remains uncommitted to any military involvement and must decide whether to participate.

Operation Aspides and Regional Security

Operation Aspides was originally established to counter attacks by Somali pirates and Iran-backed Houthi rebels in the Red Sea, though these groups have not yet joined the current conflict. Kallas suggested that leveraging this existing operation could be the fastest way to enhance security in the region, possibly with modifications. Additionally, Saudi Aramco's pipeline network, which bypasses the Strait of Hormuz to deliver oil to Yanbu on the Red Sea, offers an alternative route, but it does not fully mitigate the broader shipping disruptions.

Potential Refugee Crisis and Migration Concerns

The EU is also bracing for a potential refugee crisis if the war in Iran continues. European Commission President Ursula von der Leyen warned in a statement on Sunday that while immediate migratory flows toward the EU have not materialized, the future remains uncertain. She called for the full mobilization of all migration diplomacy tools to address any emerging challenges, underscoring the broader geopolitical and humanitarian implications of the conflict.