2026-09-02T22:50:57.929Z / 美国有线电视新闻网（CNN）
两名熟悉行动情况的美国官员告诉CNN，美军护送40艘商船、共计1800万桶石油通过霍尔木兹海峡，创下战时新高；周二美伊双方展开新一轮打击之际，这一行动创下纪录。
在六个多月前战争爆发前，每日约有2000万桶石油通过该海峡。
官员们表示，美军动用了一系列空中、海上和太空资产，不仅持续打击伊朗在海峡袭击商船的能力，还在为运载数百万桶石油的船只执行高风险护航任务期间，击退了多波无人机袭击。
第一名官员补充说，美军在护航行动中还摧毁了反舰巡航导弹。
据官员们透露，目前美国的战争战略重点是优先打击海峡周边目标、为途经这条关键航道的商船提供护航，并维持对伊朗港口的海上封锁，这是特朗普政府“全面施压”战略的一部分，旨在加大对伊朗领导层的经济压力。
尽管周二的行动取得成功，但官员们并不幻想冲突能很快找到快速解决方案，而且尽管有军事护航，能源企业仍对派遣船只通过海峡面临的巨大风险保持警惕。能源价格居高不下，也给全球债券市场带来动荡。
第一名官员表示，唐纳德·特朗普总统的其他既定优先事项，包括打击伊朗核计划相关目标的行动，目前实际上已被“搁置”。他重申，美国中央司令部已接到指示，将所有精力集中在海峡地区，阻止石油进出伊朗港口。
特朗普近期则暗示，他乐见伊朗的高浓缩铀库存被封存，并通过卫星图像进行监控——尽管这些库存并未在去年美国对三处关键核设施的打击中被完全摧毁。此前特朗普曾坚称，获取这些材料是当前冲突的首要任务。
两名官员告诉CNN，周二美军开展了符合当前战略的多维度行动，打击了海峡周边近60个军事目标，包括防空阵地、雷达系统、海上资产、布雷能力和通信设施，同时完成了护航任务。
第二名官员表示，美军预计将继续在海峡附近开展进攻性打击，部分原因是伊朗已展现出恢复作战能力的潜力，需要持续持续施加压力。这类打击相当于“割草”或“打鼹鼠”游戏，目的是削弱伊朗威胁商船的能力。
但这些打击也是更广泛军事战略的关键组成部分，该战略旨在逐步削弱伊朗利用海峡的能力。
第二名美国官员称，自7月以来，美国的封锁已阻止伊朗出口任何石油。
特朗普周三表示，美国最近一轮的打击行动不仅针对伊朗的雷达系统，还旨在消除伊朗追踪霍尔木兹海峡过往船只的能力。
“他们曾试图监视船只，”他在椭圆形办公室说道，“他们现在无法监视了，因为他们没有雷达了——我们炸毁了他们的雷达，昨晚我们还炸毁了更多目标。”
特朗普并未具体说明此次袭击还打击了哪些其他目标，但他再次坚称，美国掌控着霍尔木兹海峡，并已证明其既能打击沿海的伊朗资产，又能保护船只抵御任何来袭攻击。
尽管如此，多管齐下的军事行动最终是否会迫使伊朗屈服仍未可知——即便伊朗真的屈服，这一过程可能也需要很长时间。
美国财政部长斯科特·贝森特本周早些时候提及，在美伊紧张局势近期升级之际，通过海峡的石油流量有所上升。他在接受CNBC采访时表示，周一的石油出口达到战时纪录，每日超过1700万桶。“这并非伊朗对海峡的控制，”贝森特说道。
美国官员告诉CNN，他们认为海峡对伊朗而言是一项贬值资产，近期的进展就是这一评估的证据。但与此同时，伊朗仍可能将其对商业航运的可信威胁作为影响海峡通航的筹码，而航运商普遍仍对美国能否建立可持续的安保系统持怀疑态度。
特朗普政府官员多次坚称，由于船只日益普遍地关闭应答器以避免被发现，通过海峡的石油实际运输量比公开数据要多。第一名熟悉此次行动的官员表示，周二通过霍尔木兹海峡的40艘商船中，绝大多数甚至全部都关闭了应答器，以避免被侦测。
今年8月，美国能源部长克里斯·赖特曾声称，中东的石油出口曾一度回升至战前水平。
然而，尽管数周来为掌控海峡付出了大量努力，美国政府仍面临行业官员和分析师的强烈质疑，他们表示美国尚未证明能够可靠兑现其“完全控制”这条航运航线的说法。
“可以说，本届政府的可信度已经荡然无存，”一位熟悉行业动态的人士说道，他补充称，即便每日航运量的峰值是真实的，“我认识的人里没人认为平均水平能达到这个数。”
与此同时，两名熟悉相关动态的人士表示，选择通过海峡的商业航运公司大多是在逐案做出决定。通过海峡租用油轮的价格也飙升，有估计称每日成本超过50万美元，这为愿意承担航行风险的租船公司提供了额外的经济激励。
但整个行业仍在寻求更多保障。战争初期飙升的船舶保险费用依然高企，这增加了海事公司的决策难度。即便袭击并未得手，有关伊朗袭击途经海峡船只的持续报道仍起到了威慑作用。
石油只是通过这条航道运输的能源相关货物的一种。第一名熟悉伊朗周边美国军事行动的官员表示，运载其他能源产品（主要是液化天然气）的油轮似乎更加谨慎，因为如果载有此类货物的船只被伊朗无人机、水雷或导弹击中，可能会引发灾难性后果。
一些美国官员承认，美军可能需要时间和持续努力，不仅要继续完成海峡周边伊朗军事资产的未竟打击清单——在近期的停火期间，这些能力至少已部分恢复——还要说服航运业相信航行是安全的。
后者需要开展像周二那样的持续护航行动，由美军护送商船通过已清除水雷的航道。美军希望到下个月，将海峡的航道拓宽，让船只能够更自由地 maneuver——目标是稳步增加通过该水道的石油运输量。
CNN已确认了周二通过海峡的 inbound 和 outbound 商业船只的具体信息——这些船只悬挂着从沙特阿拉伯到法国等多个外国的国旗。
在冲突早期，美军曾试图启动一项类似的护航行动——代号为“自由计划”，但在宣布该计划令包括沙特阿拉伯在内的关键海湾盟友措手不及后迅速叫停，这些盟友威胁要阻止美国使用基地和领空开展针对伊朗的行动。
数月后，战争似乎进入了新阶段，随着胡塞武装如今对沙特阿拉伯发动袭击，地区伙伴对海峡护航行动的支持度有所提升，一名熟悉此次行动的官员说道。
US military fended off Iranian drones as it escorted a record amount of oil through Strait of Hormuz, sources say
2026-09-02T22:50:57.929Z / CNN
The US military escorted 40 commercial vessels carrying 18 million barrels of oil through the Strait of Hormuz, marking a wartime high as Iran and the US exchanged a new round strikes on Tuesday, two US officials familiar with the operations told CNN.
Prior to the launch of the war just over six months ago, roughly 20 million barrels a day were passing through the strait.
The US used a range of air, sea and space assets to not only continue hitting Iran’s capability to attack commercial vessels in the strait but simultaneously fended off waves of drone attacks as it conducted the risky escort operations for the ships carrying millions of barrels of oil, the officials said.
US forces also neutralized anti-ship cruise missiles during the escort operation, the first official added.
It comes as the US has focused its strategy in the war to prioritize striking targets around the strait, conducting escort operations for commercial vessels through the key waterway and maintaining its naval blockade on Iranian ports as part of a “full court press” by the Trump administration to ramp up economic pressure on the regime’s leadership, according to the officials.
Even though Tuesday’s operation was a success, officials are under no illusion that a swift solution to the conflict is close, and energy companies are still wary about the huge risks involved in sending their ships through the strait, even with military escorts. And energy prices remain high, causing turbulence in the global bond market.
President Donald Trump’s other stated priorities, including operations focused on eliminating elements of Iran’s nuclear program, have been effectively “backburnered,” for the time being, according to the first official, who reiterated that US Central Command has been directed to focus all of its efforts toward the strait and preventing oil exports from leaving or entering Iranian ports.
Trump himself has recently suggested he is content to leave Iran’s stockpile of highly enriched uranium, which was not completely destroyed in last year’s US strikes on three key nuclear facilities, buried and to monitor it from satellite imagery — despite previously insisting that securing the material was a top priority in the current conflict.
On Tuesday, the US conducted the multi-faceted operation in line with the current strategy, hitting nearly 60 military targets around the strait — including air defense sites, radar systems, maritime assets, mine-laying capabilities, and communications sites — while simultaneously escorting the ships, both officials told CNN.
The US military expects to continue conducting offensive strikes near the strait, in part, because Iran has demonstrated it has the capacity to reconstitute its capabilities in a way that requires persistent maintenance, the second official said. Conducting those strikes amounts to “mowing the grass” or a game of “whack-a-mole,” in service of degrading Iran’s ability to threaten commercial ships.
But they are also a critical part of the broader military strategy for systematically chipping away at Iran’s ability to leverage the strait.
The US blockade, meanwhile, has prevented Iran from exporting any oil since July, the second US official said.
Trump said Wednesday that the most recent round of US strikes went beyond targeting Iran’s radar systems, in an effort to eliminate the nation’s ability to track ships through the Strait of Hormuz.
“They were trying to see the ships,” he said from the Oval Office. “They can’t see it because they have no radar, because we blew it up, and we blew up much more than their radar last night.”
Trump did not specify what else was targeted in its attack. But he insisted again that the US maintains control over the strait and has demonstrated that it can both strike Iranian assets along the shoreline while defending ships against any incoming attacks.
Still, it remains to be seen whether the multi-pronged military operations will ultimately force Iran to capitulate — and even if it does — how long it might take for that to happen.
Treasury Secretary Scott Bessent alluded to an uptick in oil flowing through the strait earlier this week, amid a recent flare-up of tensions between the US and Iran, telling CNBC that those exports hit a wartime record on Monday of more than 17 million barrels per day. “That is not Iranian control of the strait,” Bessent said.
US officials have told CNN they believe the strait is a depreciating asset for Iran, pointing to the recent progress as evidence of that assessment. But Iran, meanwhile, still likely sees its ability to negatively influence the flow of traffic through credible threats to commercial shipping as a leverage point, and shippers broadly remain skeptical that the US can implement a sustainable system.
Trump officials have repeatedly insisted that more oil is transiting the strait than is publicly known due to ships’ increasingly routine practice of turning off their transponders to remain undetected as they move through the waterway. Most if not all of the 40 commercial vessels that moved through the Strait of Hormuz on Tuesday turned off their transponders in an effort to avoid detection, according to the first official familiar with the operation.
In August, Energy Secretary Chris Wright claimed that oil exports from the Middle East had risen to pre-war levels for a period.
Yet despite weeks of concerted efforts to take over the strait, the administration continues to face heavy skepticism from industry officials and analysts who say the US hasn’t yet demonstrated it can reliably back up its claims of “total control” of the shipping route.
“Safe to say the administration has not covered itself with credibility,” said one person familiar with the industry dynamics, adding that even if the daily spikes in shipping volume are legitimate, “I don’t know anyone who thinks the average is that much.”
In the meantime, commercial shippers that do opt to transit the strait are largely making those decisions on a case-by-case basis, two people familiar with the dynamics said. The price of chartering an oil tanker through the strait has also skyrocketed, with some estimates putting the cost at more than $500,000 per day, offering an added financial incentive for charter companies willing to risk the voyage.
But the industry writ large is still looking for more reassurance. The cost of insuring ships, which soared at the beginning of the war, is still high, adding to the difficult calculations being made by maritime companies. And even if not successful, the continued reports of Iranian attacks on ships going through the strait remains a deterrent.
Oil also represents just one form of energy-related cargo that moves through the waterway. Tankers carrying other energy sources, namely liquefied natural gas, appear to be demonstrating even more caution due to the potentially catastrophic consequences should vessels carrying that type of cargo be hit by an Iranian drone, mine or missile, according to the first official familiar with ongoing US military operations around Iran.
Some US officials acknowledge that it will likely take time and persistence for the US military to not only continue working through its unfinished target list of Iranian military assets near the strait — capabilities that have been at least partially reconstituted during the recent pause in fighting — but also to convince the shipping industry that it is safe to travel.
The latter involves conducting consistent escort operations like what took place on Tuesday where US forces shepherd commercial vessels through a passage that has been cleared of mines. By next month, the US military hopes to widen that lane through the strait to allow vessels to maneuver more freely — with the goal of steadily increasing the amount of oil flowing through the waterway.
CNN has identified the specific inbound and outbound commercial vessels that made the trip through the strait on Tuesday — ships flagged from various foreign countries ranging from Saudi Arabia to France.
Earlier during the conflict, the US military attempted to launch a similar escort operation — dubbed Project Freedom — which was quickly shut down after the announcement caught key Gulf allies, namely Saudi Arabia, off-guard, prompting threats to block American access to basing and overflight for operations against Iran.
Months later, the war has appeared to enter a new phase, and with the Houthi rebels now launching attacks against Saudi Arabia, there is more support from regional partners for escort operations through the strait, the first official familiar with the operation said.
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