Iran's plan to levy tolls or service fees on vessels transiting the Strait of Hormuz could lead to a surge in global inflation because such costs would make oil more expensive to transport through the waterway, experts have said. “For a major chokepoint used for oil, gas and container traffic, even a modest charge could increase freight, insurance and compliance costs, which may eventually make goods and oil more expensive for end users,” said Ana Subasic, trade risk analyst at Kpler.