Strait of Malacca Could Face Tolls Amid Iran's Proposal

Concerns are rising among energy market participants about potential tolls on the Strait of Malacca due to Iran's proposal to jointly administer the Strait of Hormuz with Oman. The Strait of Hormuz currently handles around 20% of global oil traffic, while the Strait of Malacca accounted for 29% of total maritime oil flows in the first half of 2025. The situation could impact oil prices if tolling becomes standard in critical maritime corridors. The introduction of fees in these areas would likely concern investors looking at future oil supply and costs.