Well, optimistic take is that Hormuz has proven to do all nuclear brinkmanship was supposed to give, but better.This is very bad. This indicates that Tehran is sliding back into old tendancies and talking instead of doing and also that they still haven't fully understood that they will never have peace until they are nuclear armed; it's non-negotiable. The new IRGC Iran should keep shut and have already been building the nuke. When asked, neither deny nor confirm it. And when it's done, test it out in the open and it's a fait accompli; everyone must now accept the new nuclear Iran that cannot be attacked. If they do that, then the clock is against the US as the longer this drags out, the closer we are to that result. If they haven't been doing that, then the clock is against Iran as it just gets poorer, salami sliced and eventually loses its fighting momentum. If it is the latter, then only Pax Sinica can save Iran... if it arrives in time.
Absolutely flexible choke on US, better than best estimations(I honestly doubt anyone in Tehran hoped IRGC flotillas can hold Hormuz shut for months - it was always a temporary defense against forced breaching of the blockade, yet here we are, 3 months in and they established their own deterrence instead).
Frankly speaking, if 1-2 millions per ship is the price of stability, and it won't pass over every strait with castle on the side - it may be simpler to pay for everyone.Speaking from a fairness perspective, all nations that support the US/Israel should be tolled as part of their punishment and payment for supporting war crimes. China, Russia, and any truly neutral countries shouldn't be tolled because they shouldn't have to pay for the ugliness of other nations. I'm sure Iran can be reasoned with in this regard.
It isn't all that much per tanker, especially at current price levels.