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Gasoline at US$ 4.45 and ships stuck in the Strait of Hormuz lead Trump to launch Project Freedom with US escort starting Monday, in an attempt to unblock the world’s most sensitive oil route.

Written by Carla Teles
Published on 03/05/2026 at 23:50
Updated on 03/05/2026 at 23:51
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Escort announced by Donald Trump to begin on Monday, May 4, places the US at the center of an operation to guide vessels held in the Strait of Hormuz, while the crisis already pressures oil, keeps the market on alert, and pushes gasoline in the United States close to US$4.45 per gallon.

United States’ escort for ships in the Strait of Hormuz is set to begin on Monday, May 4, as announced by Donald Trump on Sunday, May 3, when launching what he called Operation Freedom. The measure was presented as an action to help vessels from countries not directly involved in the Middle East conflict to safely exit the region, at a time when the blockade of the passage already affects one of the most critical routes for global energy trade.

According to the CNN Brasil portal, what makes the announcement bigger than just another crisis declaration is the size of the bottleneck at stake. The Strait of Hormuz is considered by the U.S. Energy Information Administration as the most important oil chokepoint in the world, and the interruption of traffic has already helped keep Brent and WTI above US$100, while gasoline in the US advanced to nearly US$4.45 per gallon.

The strongest detail of the escort lies in Hormuz’s weight for global oil

US escort in the Strait of Hormuz announced by Trump raises alert on oil and global route.
Image: AI

The new American escort was announced for a maritime route that concentrates an enormous share of the global energy flow. According to the EIA, the Strait of Hormuz is the most important oil chokepoint in the world, with almost 20% of global supply passing through the area, in addition to a significant portion of international liquefied natural gas trade. When this route is blocked, the impact is not restricted to the Gulf: it spreads across prices, freight, logistics chains, and inflation.

That’s why Trump’s announcement doesn’t come as a peripheral gesture. The White House is trying to respond to a crisis that has already hit the heart of the energy market, with limited exports, detained ships, and growing fear of new supply shocks. Reuters itself reported that, even after the president’s speech, oil only retreated slightly and remained above US$100, a sign that the market still sees high risk and a distant resolution.

The curious twist is that the operation was presented as humanitarian, but enters the market’s most explosive point

Trump described the move as a humanitarian gesture aimed at countries that would be “neutral and innocent observers,” stating that the US would guide stranded ships out of restricted waterways and allow them to continue their business. At the same time, he said that any interference would have to be dealt with firmly, which gives the announcement a much greater military and geopolitical weight than the initial label suggests.

Tension increases because official details are still incomplete. Reuters reported that the White House and the Pentagon did not immediately provide a broader operational description of the plan, while the Associated Press reported that the mission would involve relevant military assets under the US Central Command. This combination of urgency, scarcity of details, and strategic sensitivity helps explain why the announcement moved not only political news, but also oil and fuels.

The broader context shows detained ships, pressure on fuels, and a market still without relief

The backdrop of Operation Freedom is a crisis that has been deepening. The Associated Press reported that hundreds of vessels and about 20,000 seafarers were affected by the traffic disruption, while Reuters highlighted that the closure of Hormuz since the escalation of the conflict severely restricted Gulf exports and made even OPEC+ production increases more symbolic than effective.

At the pumps, the effect also became visible. A Reuters report showed that the national average for gasoline in the US had already risen to US$ 4.18 per gallon on April 28, the highest level in almost four years, and more recent coverage from Barron’s indicated that this value had advanced to nearly US$ 4.45. The market’s interpretation is simple: as long as Ormuz remains under pressure, fuel will continue to be subject to new highs.

Why the escort could change the perception of the oil and Middle East crisis

If the escort manages to re-establish regular flow for some of the vessels, the US could try to sell the operation as a practical response to the crisis’s most sensitive bottleneck, reducing pressure on freight, oil, and fuel. Even partial relief would have political and economic weight, because the blockade of Ormuz has already been linked by different sources to price increases, inflationary risk, and fear of shortages in strategic segments.

But the move could also increase the risk of confrontation, because it places American forces even closer to a zone where any incident has the capacity to affect maritime security and energy simultaneously. In other words, the same escort attempting to unblock ships could become a new test for the fragile ceasefire and for the US’s ability to stabilize the passage without escalating tension.

What still needs to be confirmed about the operation announced by Trump

Despite the immediate impact of the announcement, key questions remain unanswered. It is not completely clear how many ships will be served first, what the exact design of the protection will be, how the operation will function in the maritime corridor, and what the real degree of international cooperation around the initiative will be. Reuters and AP converge on the main point, which is the planned start for Monday, but show that the operational framework was still being detailed throughout Sunday.

The extent of the measure’s economic effect also remains open. Oil retreated slightly after the announcement but remained at an elevated level, and broader negotiations about the conflict were still stalled. This means that the escort may open an attempt to normalize the route, but it still does not offer a guarantee of sustained reopening or a rapid drop in energy prices.

In the end, **Project Freedom** is born under maximum pressure: gasoline near US$ 4.45, oil above US$ 100, ships awaiting passage, and one of the world’s most critical trade arteries under tension. If the **escort** truly unblocks Ormuz, Trump will be able to say he touched the nerve center of the crisis. If it fails or escalates the conflict, the effect could be exactly the opposite, further amplifying the weight of a route that already moves prices, markets, and diplomacy simultaneously.

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Carla Teles

I produce daily content on economics, diverse topics, the automotive sector, technology, innovation, construction, and the oil and gas sector, with a focus on what truly matters to the Brazilian market. Here, you will find updated job opportunities and key industry developments. Have a content suggestion or want to advertise your job opening? Contact me: carlatdl016@gmail.com

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