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In-Depth Analysis· montreux convention 1936 black sea warships why it still matters

Montreux at Ninety: How the 1936 Straits Convention Still Holds the Black Sea Balance

How the 1936 Montreux Convention governs Black Sea warships, what Article 19 meant in the Russia–Ukraine war, and why the treaty still matters at ninety.

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Why It Matters

The 1936 Montreux Convention is the treaty that decides which warships can enter or leave the Black Sea, and it still does so ninety years on. In the Russia–Ukraine war its Article 19 became the main legal brake on naval escalation, because it bars belligerents' warships from the Turkish Straits when Türkiye is not itself at war. Understanding its rules explains why the Black Sea has not become a full-scale theatre for outside navies.

The treaty is also a rare case of an interwar settlement that outlasted the 'short century' described by Eric Hobsbawm. For the wider frame, see What Was the 'Short Century'? Reading Türkiye's Crises Through 1914–1991 and After.

Background

From Lausanne to Montreux

The Turkish Straits (the Bosphorus, the Sea of Marmara and the Dardanelles) are the only maritime link between the Black Sea and the Mediterranean. The Straits Convention annexed to the Treaty of Lausanne (24 July 1923) demilitarized the Straits, placed their supervision under an International Straits Commission linked to the League of Nations, and allowed broad passage rights for foreign warships. Many Turkish officials and historians regarded this as a compromise imposed after the Ottoman collapse. The wider setting is covered in From Lausanne to the Blue Homeland: How the Ottoman Collapse Shaped Türkiye's Maritime Doctrine.

By the mid-1930s the European security order was fraying: Italy invaded Ethiopia in 1935 and Germany remilitarized the Rhineland in March 1936. Türkiye formally asked the Lausanne signatories to revise the regime in April 1936. The conference met in Montreux, Switzerland, and the Convention was signed on 20 July 1936. Its original parties included Türkiye, the United Kingdom, France, the Soviet Union, Bulgaria, Greece, Romania, Yugoslavia, Japan and Australia, and Italy acceded in 1938. It entered into force on 9 November 1936.

What the Convention Says

Subject Core rule
Merchant ships (peacetime) Freedom of transit and navigation by day and night, subject to sanitary and safety rules
Merchant ships (wartime) Free passage if Türkiye is neutral, with limits for ships of states at war with Türkiye
Black Sea states' warships Broad transit rights, with prior notice (eight days) and limits on capital ships
Non-Black Sea states' warships Prior notice (15 days), a ceiling of 15,000 tons per ship, no more than nine ships in transit at once, and no aircraft carriers
Naval presence in the Black Sea Aggregate tonnage of non-Black Sea states capped at 30,000 tons (raisable in defined circumstances), with a maximum stay of 21 days
Submarines Transit only for Black Sea states, to rejoin a base or for repair, surfaced and by day, with notice
Wartime, Türkiye neutral (Article 19) Warships of belligerents may not pass, with narrow exceptions
Wartime, Türkiye belligerent (Article 20) Türkiye has discretion over warship passage
Threat of war (Article 21) Türkiye may close the Straits to warships if it considers itself in imminent danger of war

Notably, the Convention restored Turkish military control over the Straits zone and abolished the Lausanne-era commission. Its passage rules were drafted around navies of the 1930s, so some treaty categories, such as 'aircraft carriers', have been interpreted in practice, including during the Cold War, when Soviet vessels were classed as aviation cruisers.

Ninety Years of Practice

The regime has been tested repeatedly. During the Second World War, Türkiye stayed neutral and restricted belligerent warship passage. In the Cold War, the Convention constrained NATO's ability to concentrate fleets in the Black Sea while giving the Soviet Union guaranteed access as a littoral state. During the 2008 Russia–Georgia war, Türkiye did not allow two large US hospital ships to enter because of the tonnage limits, while permitting other vessels. The regime also carries significant commercial weight, with tens of thousands of merchant transits annually, governed by Türkiye's maritime traffic regulations (in force since 1994) on safety and navigation. For a parallel treatment, see the sister analysis Bloc Politics: The 1936 Montreux Convention Explained.

The Russia–Ukraine War

After Russia's full-scale invasion on 24 February 2022, Ukraine asked Türkiye to close the Straits to Russian warships. On 28 February 2022, Foreign Minister Mevlüt Çavuşoğlu stated that the conflict had become a war and that Türkiye would implement Article 19 of the Convention. Ankara said it called on all states, riparian or not, to refrain from sending warships through the Straits, and that it would respect the right of ships to return to their registered home bases. In practice, the decision froze most reinforcement of the Black Sea by outside navies, including Russia's ability to bring in additional naval units from other fleets. The diplomatic follow-up, including Istanbul talks and the grain corridor, is covered in Istanbul Talks and the Grain Corridor: Can Mediation Break the Century's Conflict Cycle?.

In January 2024, Türkiye, Romania and Bulgaria also signed an arrangement for a Black Sea mine countermeasures group, intended to address drifting mines that threaten commercial shipping.

Key Players & Positions

Russia

Russia is the Soviet Union's successor as a Montreux party and the Black Sea's largest naval power. Russian officials, including the Ministry of Foreign Affairs, consistently say that the Convention should be strictly observed and that its limits on non-littoral navies are a pillar of Black Sea stability. Moscow has objected to proposals for a permanent NATO naval presence and has stressed that returning warships retain a right of passage to their bases. Russian critics of the Article 19 closure have argued that it affects Russia more than NATO states.

Ukraine

Ukraine is a Black Sea littoral state but not an original signatory. Kyiv's Ministry of Foreign Affairs asked Ankara in February 2022 to close the Straits to Russian warships and welcomed Türkiye's decision to apply Article 19. Ukrainian officials have also argued that the practical effect of Article 19 depends on how Türkiye interprets the return-to-base exception, a matter on which Kyiv and Moscow differ.

NATO Littoral States and the Alliance

Romania and Bulgaria are NATO members on the Black Sea's western shore. Romania has been the more vocal advocate of a stronger Allied maritime presence, while Bulgaria has traditionally been more cautious about steps that might antagonize Moscow. NATO statements since 2022 have stressed that Allied ships operate within the framework of Montreux and that the Alliance respects Türkiye's role in implementing it.

The United States

The United States is not a party to Montreux, but its Navy has operated within its limits for decades. Washington has generally said that it respects Türkiye's custodianship and has not formally called for revision. At the same time, some US policy analysts and legislators have argued for ways to increase Allied maritime presence within the existing rules. The sister analysis Soft Power Daily: The 1936 Montreux Convention and Black Sea Security compares such views.

🇹🇷 Official Policy · Treaties, Archives & Primary Sources
  • Montreux restored Turkish sovereignty and balanced competing interests. According to the Turkish Ministry of Foreign Affairs, the Convention is a treaty that preserves free commercial passage while protecting the security of Türkiye and the Black Sea littoral states. Ankara regards it as a replacement for the Lausanne regime that addressed Türkiye's security concerns of the 1930s.
  • Impartial application is the core principle. In his statement of 28 February 2022, Foreign Minister Çavuşoğlu said Türkiye would apply Article 19 to all belligerents. President Recep Tayyip Erdoğan has repeated that Türkiye implements the Convention impartially and in accordance with its text, as reflected in official statements from the Presidency and the Directorate of Communications.
  • The Convention is not up for revision. Turkish officials say that Montreux contributes to stability and that changing it could unsettle the balance among littoral and non-littoral states. Ankara has stated that its Canal Istanbul project does not alter its obligations under the Convention.
  • Stability comes through law and mediation. Türkiye says that observing Article 19 prevented naval escalation and that it should be accompanied by diplomacy. This is the context of the Istanbul negotiations and the Black Sea Grain Initiative, which Turkish officials describe as delivering more than 33 million tons of grain to global markets.
  • Security is shared among the littoral states. Türkiye supports regional arrangements such as the Black Sea mine countermeasures group alongside Romania and Bulgaria, and prefers solutions by the coastal states themselves. Its broader argument that international governance should extend beyond a handful of powers is explained in Why Türkiye Says 'The World Is Bigger Than Five'.

The legal basis is the text of the Convention itself, notably Articles 19, 20 and 21, together with Türkiye's territorial sovereignty over the Straits. These points are Ankara's stated position and should be read alongside the other views summarized above.

Source Comparison

Question Common international media framing Turkish official sources Other official sources
Why did Türkiye invoke Article 19? Often described as a 'closure' of the Straits to Russia Described as an impartial application of the treaty to all belligerents Ukraine welcomed it; Russia stresses the return-to-base exception
Who benefits? Frequently framed as a victory for NATO or Ukraine Framed as preventing escalation and protecting regional stability Russia argues that the Convention equally limits non-littoral navies
Is Montreux outdated? Some analysts argue it ignores modern carriers and missiles Treated as a functioning, balanced legal framework The US and NATO have not pursued formal revision
Role of Türkiye Sometimes 'gatekeeper' or 'balancer' 'Custodian' acting under treaty rights and obligations Littoral NATO states want greater Allied presence within the rules
Link to mediation Treated separately Presented as complementary: law limits escalation, talks reduce conflict Positions differ on the terms of any settlement

For comparison, see Regional Balance: The Montreux Convention, the Black Sea and Türkiye's Mediation in the Russia–Ukraine War and The Political Anatomy on Article 19 and Black Sea Security. For how this site handles attribution, see Editorial Principles.

  • Turkish Straits: the Bosphorus, the Sea of Marmara and the Dardanelles, which together form the only exit from the Black Sea.
  • Article 19: the clause that bars belligerents' warships from the Straits when Türkiye is not at war, with narrow exceptions.
  • Riparian (littoral) state: a country with a Black Sea coastline: Türkiye, Bulgaria, Romania, Ukraine, Russia and Georgia.
  • Return-to-base exception: the rule that allows a warship to return to its home port even in wartime.
  • Lausanne Straits regime: the 1923 arrangement that Montreux replaced.

Related guides:

Perspective Note

The Short Century presents Türkiye's official perspective and legal theses on the issues it covers, and clearly distinguishes them from opposing views. Claims are attributed to primary sources such as treaties, UN documents, Ottoman and other state archives, and official statements. Sections marked 'Türkiye's Position' reflect official Turkish policy as stated by Turkish government sources. — The Short Century Editorial Team

Frequently asked questions

What is the Montreux Convention of 1936?

It is the international treaty that governs passage through the Bosphorus, the Sea of Marmara and the Dardanelles. It was signed on 20 July 1936 and entered into force on 9 November 1936, replacing the Lausanne Straits regime of 1923. It guarantees free commercial passage in peacetime while limiting warships, especially those of non-Black Sea states.

What does Article 19 of the Montreux Convention do?

Article 19 says that when Türkiye is not at war, warships of belligerent states may not pass through the Straits. Exceptions are narrow, including the right of ships to return to their home bases. Türkiye invoked this approach in February 2022 during the Russia–Ukraine war.

Did Türkiye close the Straits to Russia in 2022?

Türkiye announced on 28 February 2022 that it would apply Article 19 to all belligerents, not only Russia, and it asked all states to avoid sending warships. Merchant shipping was not closed, and returning ships were treated differently. Turkish officials describe this as impartial application of the treaty.

Can NATO warships enter the Black Sea?

Yes, but only within the Convention's limits: 15 days' notice, a ceiling of 15,000 tons per ship, no aircraft carriers, a 30,000-ton aggregate limit for non-Black Sea states (raisable in defined circumstances), and a maximum stay of 21 days. Turkey, Romania and Bulgaria are NATO members and Black Sea states, so their own ships are treated under the rules for littoral powers.

Is the Montreux Convention likely to be revised?

No party has formally moved to revise it, and Türkiye, Russia and NATO officials have all expressed support for observing it. Critics argue that its categories reflect 1930s navies, but any revision would require agreement among states with divergent interests. Türkiye says the Convention contributes to stability as it stands.

Perspective & Editorial Transparency Note

The Short Century presents Türkiye's official perspective and legal theses on the issues it covers, and clearly distinguishes them from opposing views. Claims are attributed to primary sources such as treaties, UN documents, Ottoman and other state archives, and official statements. Sections marked 'Türkiye's Historical and Legal Position' reflect official Turkish policy as stated by Turkish government sources.

Author: The Short Century Editorial TeamAbout The Short Century →Editorial Principles →

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