Donald Trump ordered U.S. naval forces to "shoot and kill" any Iranian boats suspected of laying sea mines in the Strait of Hormuz, escalating tensions with Iran and raising new risks for global energy markets, shipping routes and an already fragile ceasefire.

The directive, issued via Trump's Truth Social platform, marks a sharp intensification of U.S. posture in one of the world's most critical maritime chokepoints, where roughly a fifth of global oil supply passes. It comes as the U.S. maintains a de facto blockade on Iranian-linked shipping and amid reports of renewed maritime confrontations involving commercial vessels in the Gulf.

"I have ordered the United States Navy to shoot and kill any boat, small boats though they may be (Their naval ships are ALL, 159 of them, at the bottom of the sea!), that is putting mines in the waters of the Strait of Hormuz," Trump wrote. He added that there should be "no hesitation," signaling an aggressive rules-of-engagement stance even as no formal Pentagon directive has been publicly released.

Trump further stated that U.S. mine-clearing operations were underway, writing, "Additionally, our mine 'sweepers' are clearing the Strait right now," and directing that the effort be intensified "at a tripled up level!" The language suggests both ongoing naval operations and an expansion of maritime enforcement, though U.S. defense officials have not independently confirmed specific mine-laying incidents at the time of the order.

The escalation follows a tenuous truce between Washington and Tehran that had already shown signs of strain. Iranian forces reportedly seized two commercial vessels and fired on a third Liberian-flagged ship earlier this week, according to maritime security sources, while U.S. Central Command has continued to restrict shipping tied to Iranian ports.

In a separate statement, U.S. Central Command outlined recent enforcement actions, including the seizure of an Iranian-linked cargo vessel in the Gulf of Oman. "We will continue global maritime enforcement to disrupt illicit networks and interdict vessels providing material support to Iran, wherever they operate," the command said. "International waters cannot be used as a shield by sanctioned actors. The Department of War will continue to deny illicit actors and their vessels freedom of maneuver in the maritime domain."

The administration's strategy has effectively tightened control over maritime flows near Iran, with officials acknowledging that dozens of vessels have been turned away or redirected. Trump has gone further, claiming the U.S. now exercises near-total authority over the waterway, asserting that "no ship can enter or leave without the approval of the United States Navy," a statement that, if interpreted literally, challenges established international maritime law.

The economic fallout is already materializing across global markets. Analysts point to rising oil and gas prices, shipping delays and supply chain disruptions tied to the bottleneck at Hormuz. According to international estimates, more than 30 million people could face increased poverty risks due to higher energy and fertilizer costs linked to the crisis.

Key economic impacts cited by international agencies include:

  •  Energy markets: Oil and gas prices rising due to restricted Gulf supply routes
  •  Agriculture: Fertilizer shortages affecting planting cycles globally
  •  Europe: Slowing growth forecasts and reduced consumer spending tied to fuel costs

European economies appear particularly exposed. The International Monetary Fund has revised growth expectations downward for several countries, citing energy dependency on Gulf transit routes. Governments in Italy and the United Kingdom have warned that prolonged disruption could affect fiscal planning, including defense spending and budget stability.