Iran Says It Will Announce New Restricted Zone in the Gulf in Coming Days

Core Summary

Reuters reported on September 7 that Iran will formally announce a new maritime restricted zone in the Persian Gulf “within the coming days.” Iranian Foreign Ministry spokesperson Nasser Kanaani said the new restricted zone will cover parts of international shipping lanes and is aimed at “safeguarding Iran’s coastal security and responding to external threats.” The news triggered sensitive reactions in global shipping and energy markets, with Brent crude oil prices rising more than 2% intraday. The move comes at a sensitive time when U.S.-Iran tensions are once again rising and military deployments in the Gulf region are escalating.

Event Details

Scope of the New Zone: At a routine press conference, Iranian Foreign Ministry spokesperson Nasser Kanaani confirmed that the new restricted zone will cover multiple areas in the central Persian Gulf, spanning approximately 3,000 square kilometers. Specific coordinates will be detailed in the formal announcement. Kanaani emphasized that the restricted zone “will not affect the legitimate rights of international shipping,” but the Iranian Navy will step up patrols in the area, warning and expelling unauthorized foreign warships.

Iran’s Official Position: Kanaani stated at the press conference that the new restricted zone is “a fully legitimate measure consistent with international law.” He noted that “provocative activities” by foreign warships in the Persian Gulf have increased significantly in recent years, and Iran has the responsibility to take corresponding measures to maintain coastal security. Iran’s permanent mission to the United Nations has sent a letter to the UN Secretary-General clarifying its position.

U.S. Reaction: The U.S. Fifth Fleet issued a statement expressing “grave concern” over Iran’s unilateral establishment of a maritime restricted zone, emphasizing that “freedom of navigation in international waters cannot be violated.” The statement said U.S. forces will continue routine patrols in the Persian Gulf and “will not alter established deployments due to Iran’s illegal declaration.” The State Department spokesperson reiterated that the U.S. will “take all necessary measures” to maintain international shipping safety.

Gulf States’ Position: Saudi Arabia, the United Arab Emirates, Bahrain, and other Gulf states have not yet formally responded to Iran’s announcement. However, internal Gulf Cooperation Council (GCC) messages indicate member states are closely coordinating their positions, concerned that Iran’s move could affect international shipping safety in the Strait of Hormuz. Gulf states broadly oppose any unilateral changes to the maritime status quo.

Shipping Industry Reaction: Major global shipping companies have begun adjusting operations in the Persian Gulf. Denmark’s Maersk and Switzerland’s MSC have stated they are “closely monitoring developments” and “reserve the right to adjust routes based on the security situation.” On the insurance side, war risk premiums for Persian Gulf voyages have begun to rise, reflecting the market’s repricing of risk.

Panoramic Analysis

Iran’s announcement of a new maritime restricted zone in the Persian Gulf appears on the surface to be another episode in Middle East geopolitical competition, but in substance it represents an important node in the reshaping of the Middle East maritime security landscape. This decision reflects three deep-seated trends.

First, Iran’s “maritime counter-strategy” is taking shape. Over the past few years, in response to U.S. and Israeli maximum pressure, Iran has gradually built a “asymmetric maritime counter-system,” including fast-attack craft swarms, coastal anti-ship missiles, mine warfare, and maritime drones. The establishment of the new restricted zone is the latest step in this strategy — using “rules” and “zones” rather than direct force to expand Iran’s presence and control in the Persian Gulf.

Second, “grey zone” confrontation in the Gulf is intensifying. The cleverness of Iran’s declaration lies in the fact that by “announcing a restricted zone” rather than “actually blockading the Strait,” it expresses its political position while avoiding direct military conflict. This is a classic “grey zone” tactic — in the ambiguous area between war and peace, through continuous small-scale actions, gradually changing the status quo. This strategy poses serious challenges to international law and international order, as unilateral changes to the maritime status quo lack clear legal constraint mechanisms.

Third, energy markets and global shipping face systemic risk. The Persian Gulf carries approximately 30% of global seaborne oil trade, and the Strait of Hormuz is the throat of global energy transportation. Any escalation of maritime conflict will transmit to the world through oil prices, freight rates, insurance premiums, and other channels. Iran’s current announcement of a new restricted zone, combined with previous U.S.-U.K. confrontations over tanker seizures and Iran’s missile strikes against Israel, is systematically raising risk premiums in global energy markets.

Fourth, the risk of failure of multilateral diplomatic mechanisms is rising. Iran’s unilateral announcement of a restricted zone, without consultation through any multilateral channels, reflects the serious failure of current multilateral security mechanisms in the Middle East. The UN Security Council, the Gulf Cooperation Council, the Arab League and other mechanisms have failed to effectively manage conflicts. In the absence of effective dialogue mechanisms, unilateral actions by all parties will become more frequent and geopolitical risks will continue to accumulate.

From a longer-term perspective, Iran’s move may signal that Middle East maritime competition has entered a “rules war” phase. The legal struggles around “freedom of navigation” versus “coastal state jurisdiction,” the political contest over “factual existence” versus “legal recognition,” and the discourse power contest over “actual control” versus “international opinion” will become the main manifestations of future Middle East maritime security. The ultimate outcome of this contest will depend on great-power strategic competition and the development of domestic politics in Middle Eastern countries.

Multiple Perspectives

Iran: Foreign Ministry spokesperson Kanaani emphasized that the establishment of the new restricted zone is “Iran’s legitimate right as a coastal state” and fully consistent with UNCLOS. Iran’s permanent mission to the UN has sent a letter to the Secretary-General. Parliament Speaker Kalibaf posted on social media that “any provocation by foreign forces will face resolute response.”

United States: The State Department spokesperson reiterated that “freedom of navigation is a fundamental principle of international law and cannot be unilaterally violated by any country.” The Pentagon announced it “is prepared to respond to any contingencies,” including strengthening military deployments in the Persian Gulf. The White House National Security Council said it is coordinating “a unified position” with allies and may initiate condemnation of Iran through the UN Security Council or the International Maritime Organization.

Gulf Cooperation Council: The GCC Secretary-General issued a statement in Riyadh calling on all parties to “exercise restraint and avoid unilateral actions that could exacerbate tensions.” Saudi Arabia’s Foreign Minister emphasized in a call with the U.S. Secretary of State that “maintaining security and stability in the Gulf region is the shared responsibility of the international community.” The UAE called for resolving differences through diplomatic channels to avoid escalation.

European Union: The EU High Representative for Foreign Affairs issued a statement expressing “grave concern” over Iran’s announcement and calling on Iran to “abide by international law and avoid unilateral actions that could affect international shipping.” The EU also reiterated that “the principle of freedom of navigation is non-negotiable” and said it will maintain close coordination with the U.S.

International Maritime Organization: The London-based IMO issued a statement emphasizing that “the safety and facilitation of international shipping is the lifeblood of the global economy” and called on all parties to “resolve differences through dialogue.” The organization is evaluating whether to issue a dedicated navigational warning regarding the new Persian Gulf restricted zone.


Editor: GoodInfo Global News Team