Shipping

Military command issues threat a day after Qatari mediators hailed ‘positive progress’ in indirect US-Iranian talks.

Iran’s military command has threatened ships that attempt to cross the Strait of Hormuz using unapproved routes with a “forceful response,” casting new doubt over trade flows in the critical conduit for global energy supplies.

Iran’s Khatam al-Anbiya Central Headquarters issued the threat on Thursday, a day after Qatari mediators hailed indirect negotiations between US and Iranian officials as making “positive progress” towards a peace deal.

“Any failure to comply with and depart from the designated route or disregard for the navigation protocols of the Islamic Republic of Iran in the Strait of Hormuz will be met with an immediate and forceful response from the armed forces, and will endanger the security of the offending vessels,” the military command said in a statement carried by the country’s semi-official Tasnim news agency.

While Tehran did not specify what prompted the warning, it came after US Central Command (CENTCOM) on Wednesday said it had presided over a security dialogue in Bahrain during which regional leaders expressed their commitment to the “free flow of commerce” in the strait.

Iranian Deputy Minister of Foreign Affairs Kazem Gharibabadi hit out at CENTCOM’s statement on Thursday, saying the forum “cannot establish legal order and security for the Persian Gulf”.

“The region’s security will be ensured through the end of interventions and the US withdrawal from the area, respect for countries’ sovereignty, and acceptance of new geopolitical realities – not under the military umbrella of America,” Gharibabadi said in a post on X.

The Strait of Hormuz, which facilitated about one-fifth of the global trade in oil and liquefied natural gas before the US-Israel war on Iran began in late February, has become a major sticking point in Washington and Tehran’s talks aimed at turning their fragile ceasefire into a lasting peace.

While Iran agreed to make its “best efforts” to arrange the safe passage of ships in the strait in the memorandum of understanding it signed with the US on June 17, Tehran has repeatedly threatened to attack ships that do not use its preferred route close to the Iranian shoreline.

At least 49 attacks on commercial vessels have been recorded in the strait since the start of the war on February 28, according to MarineTraffic.

Most of those incidents, including drone attacks on a Singapore-flagged cargo ship and Panama-flagged merchant vessel on Thursday and Saturday, respectively, have been blamed on Tehran.

While transits through the waterway have risen since US President Donald Trump and Iranian President Masoud Pezeshkian signed their MoU on June 17, they remain far below the roughly 130 daily crossings that took place before the conflict.

At least 45 vessels crossed the strait on Wednesday, up from 34 on Tuesday, according to MarineTraffic data.

After dropping to pre-war levels on Thursday on reports of productive talks in Doha, oil prices largely held steady as markets opened in Asia on Friday.

Brent futures for August delivery stood at $72.07 per barrel as of 02:30 GMT, after dropping below $71 for the first time since the war the previous day.

Maritime monitoring service TankerTrackers.com said on Thursday that a ship which Iranian media reported had run aground in the Strait of Hormuz has in fact been stuck in the same spot since March and is part of an operation managed by the notorious Iranian oil magnate Mohammad Hossein Shamkhani.

Here is what we know about Shamkhani, whom the US and EU allege is a central figure in Iranian and Russian shadow fleet operations, generating billions of dollars of oil revenues for both, and what happened to his ship in the Hormuz strait.

What do we know about the stranded ship?

On Thursday, TankerTrackers.com reported that the ship that Iranian media said had run aground in the Strait of Hormuz after using a “US-suggested route” has actually been stuck in the same spot since March.

It identified the vessel as the Arista, and reported that while it is Comoros-flagged, it is in fact part of an operation managed by the sanctioned Iranian oil magnate Shamkhani.

Who is Mohammad Hossein Shamkhani and what are the allegations against him?

Shamkhani is an Iranian oil shipping magnate who has multiple Western sanctions imposed on him. He is the son of the late Ali Shamkhani, a senior political adviser to Iran’s former Supreme Leader Ayatollah Ali Khamenei.

Ali Shamkhani led the Supreme National Security Council (SNSC) for a decade until 2023, making him the second-longest-serving security chief since 1979 after former President Hassan Rouhani, who was SNSC secretary for nearly 16 years.

He was reportedly killed in the first Israeli-US strikes on Tehran on February 28 , which triggered the war with Iran and also killed Khamenei, whose funeral begins tomorrow.

In March, the Sarajevo-based Organised Crime and Corruption Reporting Project (OCCRP) reported that following an investigation, Mohammad Hossein Shamkhani and his brother had used aliases and Caribbean “golden passports” to amass a $29m million property portfolio in Dubai.

The US Treasury, which has sanctioned the Shamkhani shipping empire, says it is part of a massive Iranian and Russian oil smuggling ring and that the Comoros‑flagged Arista aground in Hormuz is part of that network.

How does Shamkhani’s oil shipping operation work?

According to the US Treasury, the Shamkhani network makes use of “front” companies to buy Iranian and Russian oil for which it falsifies shipping documents. It switches the oil between vessels frequently via its shipping operations and sells the oil on to buyers who pay for it via their own front companies to obscure the flow of money.

Additional profits are funnelled through hedge funds and other money-laundering operations, the US Treasury alleges.

It said Shamkhani relies on a mix of crude oil, oil product and liquefied petroleum gas (LPG) tankers to generate billions of dollars for the Iranian and Russian regimes.

According to the European Commission, Shamkhani “uses the company Milavous Group Ltd to blend crude oil with various petroleum products from Russia and to rebrand for exporting purposes, thereby concealing their origin”.

Shamkhani is not known to have responded publicly to these allegations.

What sanctions have been imposed on Shamkhani?

Shamkhani was first sanctioned by the US last July, amid a large number of Iran-related sanctions. In April, the US Treasury Department announced additional sanctions on Shamkhani’s network.

“Treasury is moving aggressively with Economic Fury by targeting regime elites like the Shamkhani family that attempt to profit at the expense of the Iranian people,” Treasury Secretary Scott Bessent said.

A statement from the US Treasury added that Shamkhani “heads a multi-billion dollar Iranian and Russian petroleum sales empire that enriches a family connected to the highest echelons of the Iranian regime at the expense of the Iranian people”.

The European Union sanctions tracker website says Shamkhani is also subject to EU sanctions, describing him as “a businessperson active in the Russian oil trade and a central player in Russia’s so-called ‘shadow fleet’.”

Russia’s shadow fleet is a network of hundreds of ageing, poorly regulated oil tankers that Russia uses to export crude and fuel while evading Western sanctions imposed after its invasion of Ukraine in 2022.

An August last year, the UK government also announced sanctions against Shamkhani including an asset freeze, director disqualification and travel ban. Minister for the Middle East Hamish Falconer said: “The UK is announcing sanctions against those who operate on behalf of Iran, fuelling its attempts to undermine stability in the Middle East and global security.

“Iran’s reliance on revenues from trading networks and connected organisations enables it to carry out its destabilising activities, including supporting proxies and partners across the region and facilitating state threats on UK soil.”

Iran’s foreign minister has urged ‘all parties not to interfere’ in the management of the Strait of Hormuz, after the US bombed Iran for a second day following a drone attack on a vessel. Abbas Araghchi says the MoU gives Tehran control of the waterway, during a press conference with his Iraqi counterpart in Baghdad.

Bahrain and Kuwait have condemned Iran’s retaliatory attacks after a second day of US strikes on Iran. Tehran University academic Hassan Ahmadian argues the US is trying to find its way out of the Memorandum of Understanding that Trump signed 10 days ago, ending the war.

The United Nations’ International Maritime Organization (IMO) has suspended plans to evacuate more than 11,000 sailors stranded in the Strait of Hormuz after a cargo ship transiting the waterway was struck by a projectile.

IMO Secretary-General Arsenio Dominguez said several crews had already been evacuated, but the agency had decided to pause the operation until there were “necessary safety guarantees” for those involved.

The United Kingdom Maritime Trade Operations (UKMTO), a Royal Navy maritime security agency, said on Thursday that a cargo vessel had been struck by “an unknown projectile” about 7.5 nautical miles (14km) southeast of Dahit, Oman. No casualties were reported.

The incident comes despite a memorandum of understanding (MoU) signed by the United States and Iran last week that ended hostilities and included provisions aimed at reopening the strategic waterway. Iran had restricted passage through the strait in early March after the US and Israel attacked it on February 28. In April, the US imposed a naval blockade on Iran-linked vessels trying to pass through the waterway.

Since the MoU was signed, commercial traffic has restarted through the strait, but key disagreements remain over which shipping routes vessels should use — and whether Iran gets to charge a toll or fee.

Oman and the IMO have proposed a new shipping corridor that would partially bypass waters under Iran’s direct control. Tehran has rejected the plan, saying it was announced without consultation and raises safety concerns while demining operations are still under way. While Iran has not claimed responsibility for Thursday’s attack on the ship off Oman, it has not denied any role, either.

The latest attack has heightened concerns that tensions over navigation through the strait remain unresolved. Here’s what we know.

Why is the UN evacuating sailors?

Following the outbreak of the US-Israel war on Iran on February 28, Tehran and Washington imposed counter restrictions on the passage of ships through the Strait of Hormuz, leaving thousands of seafarers unable to leave vessels trapped in the waterway.

More than a dozen sailors have also been killed in attacks on ships — some from American missiles, others from Iranian projectiles. Most of those killed were from India.

Even with last week’s agreement between Washington and Tehran to end the conflict, more than 11,000 sailors remain stranded in the strait.

Announcing the evacuation plan on Tuesday, the IMO’s Dominguez said the operation would be conducted in “close cooperation with Iran, Oman, all other coastal states in the region, the United States and the maritime industry”.

Oman’s Ministry of Defence said the operation, which had been under discussion for months, would be carried out in phases.

Denmark also announced on Tuesday that it would join a multinational maritime mission led by France and Britain to help restore safe navigation through the strait.

Why was the ship attacked?

The Singapore-flagged cargo vessel Ever Lovely was struck by what authorities described as an “unknown projectile” while transiting the Strait of Hormuz on Thursday.

Ship-tracking data from MarineTraffic showed the vessel had been following the southern shipping route proposed by the IMO earlier that day, a corridor that passes closer to Oman’s coastline and has been rejected by Iran.

Singapore’s Maritime and Port Authority (MPA) said the vessel had since completed its transit through the strait and was continuing its voyage, adding that all 21 crew members were safe.

The authority said it was “deeply concerned” by an attack it described as “unprovoked, unjustifiable, and a breach of international law”.

“All actions affecting international shipping must fully comply with international law, in particular the United Nations Convention on the Law of the Sea, and not endanger the safety of seafarers and ships at sea,” the MPA said.

The incident prompted the IMO to suspend its planned evacuation of stranded sailors. Dominguez said the Ever Lovely “did not transit under IMO’s evacuation framework”.

“I have always reiterated that the safety of the seafarers remains paramount. Therefore, to ensure a coordinated approach and navigational safety, the evacuation plan will be paused until further clarity is obtained,” he said.

What has Iran said?

While it remains unclear if the attack was carried out by Iran, the country’s Islamic Revolutionary Guard Corps had criticised the new shipping corridor announced by Oman and the IMO, while also warning that passage through the strait, “is only possible via routes announced by Iran,” the state broadcaster IRIB reported.

Kazem Gharibabadi, Iran’s deputy foreign minister, has said safe passage through the Strait of Hormuz cannot be guaranteed for vessels transiting “with ambiguous arrangements, parallel routes, or decision-making outside of Iran’s considerations as the coastal state”.

“Any credible framework must be based on coordination with Iran and the provisions of paragraph five of the Islamabad Memorandum of Understanding,” he said in a statement on X. “Otherwise, the outcome will be the suspension of the designated parallel route.”

Iran first published its own map of approved navigation routes in April, directing ships to sail much closer to the Iranian coastline than before the conflict.

The IRGC’s latest warning came after a Liberian-flagged oil tanker transited the strait on Thursday using a route closer to Oman’s coast.

On Friday, a further three foreign oil tankers that attempted to cross the Strait of Hormuz “without authorisation” were turned back after a warning from the IRGC, Iranian state TV reported.

Analysts say control over the Strait of Hormuz has long been one of Tehran’s most important sources of strategic leverage, allowing it to exert pressure on the US, whose economy is inextricably tied to global markets.

Why was the evacuation suspended?

Reporting from Tehran, Al Jazeera’s Resul Serdar Atas said the attack appeared to show Iran was prepared to enforce its warnings over navigation through the Strait of Hormuz, after Tehran insisted vessels using either the Iranian or Omani route must coordinate with its authorities.

“Yesterday, Oman announced new routes for the passage of the ships. But then the IRGC released a statement, saying that whether the ships go through the Iranian or Omani territorial waters, they need to be in full coordination with Iranian authorities,” Atas said.

“And if they violate that, then Iran is going to act accordingly. So the question was whether Iran is going to really act or not?

“The answer is yes. Now, we have seen that a tanker has been attacked by some projectiles in the Strait of Hormuz. The Revolutionary Guards did not claim responsibility but did not deny it either.”

Atas added that Gharibabadi, Iran’s deputy foreign minister, had also warned that any shipping arrangements made without taking Iran’s position as a coastal state into account would be unacceptable.

“Perhaps, in the coming days and weeks, we are going to see that the Strait of Hormuz will be one of the main sticking points.”

What other disputes remain?

Under last week’s memorandum of understanding, Iran agreed it would “make arrangements using its best efforts for the safe passage of commercial vessels with no charge, for 60 days only, from the Persian Gulf to the Sea of Oman and vice versa”.

Although the agreement says commercial traffic should resume immediately, it also acknowledges that mines laid during the conflict must first be cleared, stating that “demining by the Islamic Republic of Iran will be instated within 30 days”.

It also provides for discussions between Iran, Oman and other Gulf states over future arrangements for managing navigation through the waterway.

However, the agreement does not specify what will happen after the initial 60-day period.

Last week, Tehran announced it would waive any transit fees during those 60 days while negotiations with the United States continue in Switzerland, raising the possibility that charges could be introduced if no broader agreement is reached.

Iran’s chief negotiator, Mohammad Bagher Ghalibaf, has also suggested Tehran does not intend to return to the pre-war status quo.

“Hormuz will never return” to how it operated before the conflict, he said. The proposal has also faced resistance from the United States and several Gulf states.

Are ships still moving through the strait?

Commercial shipping has gradually resumed, although traffic remains well below normal levels. Before the conflict, between 120 and 140 vessels typically passed through the Strait of Hormuz each day.

According to maritime analytics firm Kpler, 54 verified commercial and energy-related vessels transited the strait on Thursday, down from 70 verified crossings the previous day.

“West-to-East movements dominated, while the Omani Route accounted for the largest share of identified passages. Yet route transparency remains incomplete, with several Dark or Unknown crossings recorded.

“A reported projectile strike on a cargo vessel southeast of Dahit, Oman, adds fresh operational risk, underscoring the gap between improving physical flows and still-fragile maritime security conditions,” Kpler added.

US Secretary of State Marco Rubio said all Gulf countries oppose a toll in the Strait of Hormuz during a tour of the region following US-Iran talks. Rubio added, “There isn’t a nation on Earth that supports having to pay money to go through the straits”.

Iran’s Islamic Revolutionary Guard Corps (IRGC) has warned commercial vessels to only use routes through the Strait of Hormuz approved by Tehran, reopening a point of friction in fragile negotiations between the United States and Iran over the future of the strategic waterway.

The warning came after Oman announced a new shipping transit route through the strait on Wednesday, saying it had coordinated the route with the International Maritime Organization (IMO) as maritime traffic slowly resumes following weeks of disruption.

The dispute remains one of the unresolved issues after a memorandum of understanding (MoU) was signed by the United States and Iran last week, which largely halted hostilities in the four-month US-Israel war on Iran and which launched a 60-day negotiation process aimed at reaching a broader peace agreement.

The MoU, which includes the reopening of the strait, followed months of severe disruption to shipping after Iran effectively closed it, and the US imposed a corresponding naval blockade on Iranian ports.

Both Washington and Tehran have declared the strait open to commercial shipping, but questions remain over whether Iran will seek greater control over vessel movements, whether it will impose transit or service fees on ships using the strait following the 60-day negotiating period, and whether disagreements over the waterway could derail efforts to reach a permanent agreement altogether.

Why is the Strait of Hormuz so important?

The Strait of Hormuz is one of the world’s most strategically significant waterways, with around one-fifth of global oil and liquefied natural gas (LNG) supplies normally being shipped through the narrow passage linking the Gulf to the Arabian Sea.

Bordered by Iran to the north and Oman and the United Arab Emirates (UAE) to the south, the strait is only about 50km (31 miles) wide at its entrance and exit, narrowing to about 33km (21 miles) at its tightest point. Despite its width, it is deep enough to accommodate the world’s largest oil tankers.

According to the US Energy Information Administration, about 20 million barrels of oil and petroleum products transited the strait each day in 2025, representing hundreds of billions of dollars in annual energy trade.

The route is used not only by Iran but also by Iraq, Kuwait, Qatar, Saudi Arabia and the UAE. It is also vital for global fertiliser exports, with roughly one-third of international fertiliser trade normally passing through the strait.

Because disruptions to shipping there rapidly push up global energy prices and destabilise US markets, control of the waterway has become one of Iran’s strongest sources of strategic leverage in its conflict with the US.

Why is Iran objecting to Oman’s new route?

The IRGC says Oman and the IMO announced the new shipping corridor without consulting Tehran. “Certain authorities have announced a new shipping route through the Strait of Hormuz without prior notification to or coordination with the Islamic Republic of Iran. The proposed route is unacceptable and poses serious safety risks,” the force said.

“The only authorised transit routes through the Strait of Hormuz are those designated by the Islamic Republic of Iran,” it said, adding that ships must maintain contact with the IRGC Navy while transiting the waterway.

Iran first issued its own map of acceptable routes through the strait in April, showing that ships should pass much closer to the Iranian coast than they had previously.

The IRGC’s warning came after a Liberian oil tanker passed through the strait on Thursday using a route much closer to Oman’s coastline.

Al Jazeera’s Resul Serdar, reporting from Tehran, said the IRGC appeared frustrated because the Omani route partially bypasses Iran’s direct control over shipping.

“The control of the Strait of Hormuz has been a huge leverage for Iran to put pressure on its adversaries and the global economy since the beginning of the war,” Serdar said.

Oman defended the corridor route it had announced, saying it was intended to restore safe navigation while complying with international law. Foreign Minister Badr Albusaidi said Oman remained committed to ensuring freedom of navigation through the waterway and stressed that “future arrangements related to the strait do not involve imposing any transit fees”.

What does the US-Iran agreement say about the strait?

In the MoU signed last week, Iran agreed that it would “make arrangements using its best efforts for the safe passage of commercial vessels with no charge, for 60 days only, from the Persian Gulf to the Sea of Oman and vice versa”.

While the agreement states that “the traffic of commercial vessels will immediately start”, it also acknowledges that demining operations will be required before normal shipping routes can fully resume, stating that “demining by the Islamic Republic of Iran will be instated within 30 days”. It also provides for discussions between Iran, Oman and other Gulf states on future arrangements for managing the waterway.

However, the memorandum does not specify what will happen after the initial 60-day period. Ali Vaez, Iran project director at the International Crisis Group, said the temporary rerouting of vessels had always been expected because of the mine-clearing operations outlined in the agreement.

“We always knew that if there was a deal, there would be several weeks of mine-clearing operations in the international shipping lane running through the middle of the Strait of Hormuz,” he said.

“During that period, vessels would have to transit through Iranian and Omani territorial waters instead.”

However, Vaez said the latest announcement by Iran was unexpected. “The important thing now is that the Iranians do not start taking fees or other tolls,” he said, “because that is not provided for in the memorandum of understanding.”

Asked whether the IRGC’s position differed from that of Iran’s government, Vaez said: “There is no distinction between the IRGC and the state. They are effectively one and the same. The IRGC is calling the shots.”

Can Iran charge ships fees?

International law generally protects the right of transit through international straits, including Hormuz, making it difficult for coastal states to impose unilateral transit fees on vessels simply passing through international shipping lanes, even where they are within territorial waters.

Last week, Iran announced it would waive planned fees through the strait for 60 days while talks with the US continue in Switzerland, suggesting charges may be introduced once the negotiating period expires.

Iran’s chief negotiator, Mohammad Bagher Ghalibaf, has signalled that Tehran views the post-war arrangement as fundamentally different from the status quo that existed before the conflict.

“Hormuz will never return” to its prewar status, Ghalibaf said.

The suggestion that Iran could charge fees was dismissed by US Secretary of State Marco Rubio this week. Speaking at the start of a regional tour in the United Arab Emirates, he said: “It’s an international waterway. No country is allowed to charge tolls or fees on an international waterway.”

Rubio added that he believed “all the countries in this region would agree”.

Speaking in Manama, Bahrain, after meeting with the Gulf Cooperation Council (GCC) – a bloc comprising Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the UAE – on Thursday, Rubio also told reporters: “Iranians are saying one thing, but then something else is actually happening.

“It’s now obvious to us that … the Iranian system is going to produce all sorts of maximalist rhetoric. What we’re interested in is not their press conferences. What we’re interested in is whether or not ships are moving. If ships are moving as they should be moving, then that’s what we’re going to judge.

“If, on the other hand, this rhetoric is backed up by actual ships being threatened and ships are not moving, then that’s a violation of the agreement, and we’re going to have a problem with it.”

Rubio claimed there is no regional support for Iranian transit fees, saying, “There is zero support among Gulf countries for any sort of toll or fees charged for the use of international waters … that isn’t going to happen.”

His comments came after UAE presidential adviser Anwar Gargash said that new “geopolitical facts” could not be imposed on the Arab Gulf states as a result of what he described as the “treacherous aggression against them”.

Are ships returning – and which route are they taking?

Some commercial shipping through the strait has resumed, although traffic remains well below normal levels. Before the conflict, between 120 and 140 vessels typically transited the strait each day.

According to shipping analytics company Kpler, confirmed crossings rose to 70 vessels on Wednesday as demining progressed and more operators began using the Omani route.

“The US-Iran MoU framework and apparent lifting of the US blockade appear to have supported a short-term confidence boost, although IRGC warnings against use of the Omani route could create a new source of contention,” Kpler reported.

The company added that incomplete demining, continued “dark” routing by some vessels – when ships limit or switch off their tracking transponders – and unresolved questions over inspections, sanctions and future governance meant shipping had not yet returned to prewar conditions.

This comes as oil prices drop to the lowest level since before the Iran war, with Brent crude, the global benchmark, falling to a low of $72.24 a barrel on Thursday. This remains above the prewar price of $66, however.

The chart below shows how shipping through the strait before the war compares to its status in recent weeks:

Is a peace deal achievable?

The future administration of the Strait of Hormuz is only one of several issues still to be resolved before negotiators hope to reach a comprehensive agreement within 60 days, with another major sticking point being Iran’s nuclear programme.

International Atomic Energy Agency (IAEA) Director-General Rafael Grossi has said the agreement explicitly provides for international monitoring of Iran’s nuclear activities.

However, Kazem Gharibabadi, Iran’s deputy foreign minister for legal and international affairs, has said inspectors’ access to nuclear sites damaged during the conflict will only be considered as part of a final agreement.

Questions also remain over the fate of Iran’s enriched uranium stockpile, the sequencing of sanctions relief and the release of frozen Iranian assets, while regional tensions continue to pose additional risks.

Israeli forces remain deployed in parts of southern Lebanon occupied during the conflict, according to a Lebanese military source, while Israeli strikes have continued, despite the MoU explicitly calling for “a permanent end to the war on all fronts, including Lebanon”.

Vaez said visible progress would be essential if negotiations are to survive, noting, “Both sides have to see progress, whether that’s greater access for UN nuclear inspectors, sanctions relief, or resolving the issue of Iran’s uranium stockpile.”

He cautioned against viewing the interim agreement as a series of smaller deals. “Nothing is agreed until everything is agreed,” Vaez said.

“They [the Iranians] are determined to reach a comprehensive agreement within 60 days. That’s a very ambitious timetable, but there has to be visible momentum or the process risks falling apart.”

However, Vaez said both Washington and Tehran have strong economic incentives to bring about a lasting peace. “The situation in the Strait had become one of mutually assured economic destruction,” he said.

“The United States was facing rising energy and oil prices ahead of the midterm elections … At the same time, Iran was already in a deep economic hole before this conflict began. The war only made that worse.

“It became a lose-lose dynamic, and both sides needed a way out.”

US Secretary of State Marco Rubio has said Iran will not be permitted to charge tolls or fees for vessels transiting the Strait of Hormuz under any final agreement with Washington, exposing one of the biggest points of friction in negotiations aimed at ending months of conflict across the Middle East.

The dispute comes after Iran announced it would waive planned transit fees through the strait that crosses through its territorial waters for 60 days while talks with the United States continue in Switzerland, suggesting charges could be introduced once the negotiating period expires.

Washington and Tehran signed a preliminary agreement in Switzerland this week to halt hostilities and launched a 60-day diplomatic process focused on sanctions relief, Iran’s nuclear programme and the future administration of the Strait of Hormuz.

Pakistan, which helped mediate the talks alongside Qatar, has said negotiations to end the four-month US-Israel war on Iran are expected to resume early next week, likely on Tuesday.

The future of Hormuz has already emerged as a key sticking point after Iran effectively closed the waterway during the war, severely disrupting maritime traffic through one of the world’s most important energy chokepoints and causing the price of oil to soar.

In peacetime, one-fifth of the world’s oil and natural gas supplies are shipped for export by Gulf producers through the waterway.

In April, the US imposed a corresponding naval blockade on Iranian naval ports in a bid to stem Iranian oil exports.

While a number of ships have crossed through the strait since the US-Iran agreement was signed last week, uncertainty remains over whether Tehran intends to impose permanent fees or service charges on shipping operators using the route. Here’s what we know – and what else is happening in the Strait of Hormuz this week.

What are the US and Iran saying?

On Friday, Iran’s Persian Gulf Strait Authority (PGSA) said planned fees for ships using the waterway would be suspended during the 60-day negotiation period established under the memorandum of understanding (MoU) signed with the US.

Earlier this week, Iran and Oman said in a joint statement that they would study the future administration of the trade route as well as possible charges for services provided there, while maintaining their sovereignty claims over territorial waters bordering the strait.

Speaking at the start of a regional tour in the United Arab Emirates, Rubio rejected the idea of transit fees. “It’s an international waterway. No country is allowed to charge tolls or fees on an international waterway,” he said, adding that he believed “all the countries in this region would agree”.

Iran’s chief negotiator, Mohammad Bagher Ghalibaf, has signalled that Tehran views the post-war arrangement as fundamentally different from the status quo that existed before the conflict, however. Experts also say that Iran will not give up control of the strait, which has proved to be its greatest point of leverage in the conflict with the US.

“Hormuz will never return” to its prewar status, Ghalibaf said, despite both sides agreeing on Monday to establish “communication mechanisms” aimed at keeping the waterway open.

What does international law say?

International law protects the right of transit through strategic waterways such as the Strait of Hormuz, preventing coastal states from imposing explicit tolls simply for passage through international shipping lanes, even when they are passing solely through territorial waters.

However, countries can charge for specific services, including inspections, navigation assistance, security measures and certain insurance-related requirements, insurance experts say.

Examples include fees associated with transit through the Suez Canal and Panama Canal, as well as some services provided in Turkiye’s Bosporus and Dardanelles straits.

Mohammad Reza Farzanegan, an economist at Germany’s Philipps-Universitat Marburg, told Al Jazeera last month that Iran, like Turkiye, could justify a negotiated mechanism for transit fees or service-based contributions through natural straits as payment for maintaining a safe passageway, reducing environmental risks and providing predictability in a waterway that supports global energy, food and technology supply chains.

A key difference, however, is that while those waterways pass through the territory of a single state in each case, the Strait of Hormuz passes through the territorial waters of both Iran and Oman, while also connecting to waters used by the United Arab Emirates and other Gulf states.

“This sort of arrangement is unprecedented, and there would not be such an outcome, unless there is a complete coordination between the GCC [Gulf Cooperation Council] countries and Iran, with the approval of major international powers, such as China and the United States,” Nader Habibi, an Iranian American economist, told Al Jazeera.

How many ships are getting through the strait now?

Ship movements through the Strait of Hormuz remain well below prewar levels, when between 120 and 140 ships transited the passage each day, including tankers carrying about 20 million barrels of oil from the Gulf.

As the strait begins to open up, Oman says it is working with the United Nations’ International Maritime Organization (IMO) on temporary arrangements to facilitate safe transit through the strait, launching an operation to evacuate more than 11,000 sailors stranded in the area after the conflict left hundreds of vessels trapped for months.

Traffic through the strait has also been held back by ongoing concerns about the possible presence of sea mines in the central shipping channels used by international vessels before the war.

The Joint Maritime Information Center (JMIC), which includes representatives from the US and other maritime partners, has warned ships to avoid the area “due to the existence of mines”.

Other countries, including Japan, are currently weighing up whether to send ships to help with efforts to remove mines from the strait.

While Iran has never confirmed the presence of mines in the strait, when it first issued a map of the waterway for vessels it had approved for transit while the conflict was ongoing, it ordered ships to pass close to its coast to avoid possible mines. Ships had previously passed much closer to the coast of Oman.

The graphic below illustrates how much shipping through the strait dropped off as a result of the US-Israel war on Iran.

Could the dispute over strait fees derail a peace deal?

Mostafa Khoshcheshm, a professor at the University of Applied Sciences in Tehran, told Al Jazeera that Iran is unlikely to abandon plans to introduce long-term service fees in the strait.

“According to the MoU, Iran is not going to charge service fees for 60 days, but afterwards, Iran is definitely going to do that,” Khoshcheshm told Al Jazeera.

He said many Iranians were already unhappy that Tehran had agreed to suspend fees for the duration of the negotiating period.

“The money is not the real core of the issue,” he said. “The point here is how to impose your new protocols in the region. This is highly important for the Iranians.”

Cyrus Schayegh, professor of international history and politics at the Geneva Graduate Institute, told Al Jazeera the success of any new administrative arrangement would depend heavily on regional support.

“I think this is a very big question, and the biggest question is whether they will be able to sell it to the Emirates,” Schayegh told Al Jazeera.

“I think the Emirates will need to be involved in a really substantive way for any sort of new authority to actually work.”

More broadly, he said, the future of Hormuz forms part of a wider debate over Gulf security architecture following the war.

“It is only one piece of a much larger puzzle,” Schayegh said, adding that several regional states now accept that Iran has strengthened its deterrence capabilities following the conflict.

What other issues remain unresolved?

Hormuz is far from the only serious obstacle to a peace deal.

Questions also remain over the future of Iran’s nuclear programme, with Kazem Gharibabadi, Iran’s deputy foreign minister for legal and international affairs, saying that access for international inspectors to nuclear facilities damaged during the war would only be addressed as part of a final agreement with Washington.

His comments came after US President Donald Trump claimed Iran had agreed to “the highest level” of nuclear inspections.

Iranian officials insist no commitments were made in Switzerland regarding Tehran’s nuclear programme and say they did not meet representatives of the International Atomic Energy Agency (IAEA), including Director-General Rafael Grossi.

Regional security remains another major source of disagreement, with Israeli Defence Minister Israel Katz insisting Israeli forces will not withdraw from southern Lebanon “even if there is an American demand” to do so.

Meanwhile, Ghalibaf has identified the withdrawal of foreign military forces from the Middle East as one of Tehran’s strategic objectives in the negotiations.

The future of Iran’s frozen assets also remains a sticking point, with Trump indicating Washington is reluctant to release large sums of Iranian funds directly, arguing that money could ultimately benefit the Islamic Revolutionary Guard Corps (IRGC).

Instead, he has suggested a mechanism under which some funds would be used to purchase US goods.

“Food is desperately needed in Iran, and we will be purchasing it for them exclusively from the United States,” Trump said. Iran has not confirmed plans to do this.

Ship tracking data shows sharp fall in transits as US and Iranian officials hold talks to save fragile peace framework.

Shipping in the Strait of Hormuz has plunged following Iran’s announcement that it has closed the waterway once again over Israel’s strikes on Lebanon, according to ship tracking data.

A total of 12 vessels crossed the strait on Sunday, down from 35 transits the previous day, an analysis by maritime intelligence company Windward showed on Sunday.

Five of eight vessels entering the strait had their Automatic Identification Systems turned off, according to Windward.

“The current traffic profile: dark, sanctioned, Iranian-linked, resembling the late-blockade baseline more than a functioning open strait,” Windward said in a post on X.

Maritime traffic in the strait had been showing signs of recovery since US President Donald Trump and Iranian President Masoud Pezeshkian on Wednesday signed a memorandum of understanding on ending the US-Israel war on Iran.

Twenty-five vessels transited the strait on Thursday, the highest number since mid-April, according to data from maritime intelligence provider Kpler.

Iran’s Islamic Revolutionary Guard Corps on Saturday declared the waterway shut, citing Israeli “crimes” in Lebanon and the failure of the US to maintain a ceasefire in the country.

US Central Command (CENTCOM) on Saturday denied that Iran had closed the strait, which normally carries about one-fifth of global oil and liquified natural gas supplies, saying that safe passage through the waterway remained “intact”, with 55 merchant ships transiting that day.

The cause of the discrepancy between the transit figures provided by CENTCOM and commercial ship tracking providers is unclear.

US and Iranian negotiators on Sunday held make-or-break talks in Switzerland as the conflict in Lebanon threatened to derail efforts to turn their 60-day ceasefire extension into a permanent peace deal.

In a briefing to Iranian media after the talks, Iranian Ministry of Foreign Affairs spokesman Esmaeil Baghaei said the sides had discussed the safe passage of ships through the strait, and “a mechanism was set up, which is important”.

Despite renewed tensions between Washington and Tehran and signs of slowing traffic in the strait, oil prices moved lower on Monday morning in Asia.

Brent crude, the primary international benchmark, was down about 0.9 percent as of 01:30 GMT, at just below $80 a barrel.

Asia’s major stock markets opened higher, with key indices in Japan, South Korea and Taiwan making substantial gains.

Tokyo’s Nikkei 225 and Seoul’s Kospi were up 1.8 percent and 1.5 percent, respectively, while the Taiex in Taipei surged 2.6 percent.

Hong Kong’s Hang Seng Index bucked the rally, dipping 0.7 percent.

Brent crude drops to lowest price since early March before signing of framework deal to end US-Israel war on Iran.

Oil prices are continuing to drop, as hopes rise for a return to stability in global energy markets before the signing of a framework agreement on ending the United States-Israel war on Iran.

Futures for Brent crude due for delivery in August dipped nearly 1 percent on Wednesday, extending declines of about 5 percent on each of the previous two days.

The international benchmark stood at $78.24 a barrel as of 08:00 GMT, the lowest price since March 3, three days after the start of the war.

After rising more than 50 percent during the conflict, the price of crude on Wednesday afternoon in Asia was only about 7 percent higher than before the US and Israel launched attacks on Iran on February 28.

“The immediate prognosis, it seems, is optimistic and assumes no significant setbacks,” Tamas Varga, an analyst at PVM Oil Associates in London, said in a commentary.

“Over the last four trading sessions, Brent, for example, has fallen by $17 [per barrel], a discernible vote of confidence that the worst, at least as far as supply disruptions are concerned, is behind us,” Varga said.

Vandana Hari, the founder of the Singapore-based oil market analysis provider Vanda Insights, said that while the announcement of the US and Iran’s memorandum of understanding (MoU) has brought relief to markets, the “hardest part, on delivering the pledges and promises, is yet to come”.

“Crude’s slide is entirely sentiment-driven,” Hari told Al Jazeera.

“The market is front-running the prospective reopening of the Strait of Hormuz and likely pricing in the best-case scenario for the normalisation of flows, which means the potential hiccups from logistics to renewed geopolitical tensions are not being adequately factored in,” Hari said.

While many details of the MoU due to be signed on Friday remain unclear, Iran is expected to end its near-total closure of the Strait of Hormuz in exchange for the US lifting its blockade of Iranian ports, among other concessions.

The full reopening of the strait would be a crucial step towards restoring confidence in energy supply chains, after nearly four months of turmoil arising from the war.

Maritime traffic in the strait, which flows between Iran and Oman, has been reduced to a trickle due to the threat of Iranian missiles, drones and mines, reducing the global oil supply by an estimated 14 million barrels each day.

Even if the war does end, global energy flows are expected to take months to fully recover.

More than 500 vessels are estimated to be waiting to exit the Gulf through the strait, while the process of ensuring the channel is free of naval mines is likely to take weeks at a minimum.

Stephen Cotton, the general-secretary of the International Transport Workers’ Federation, said the signing ceremony scheduled to take place in Geneva, Switzerland, would be “at best the beginning” of a process of normalisation.

“The backlog of stranded vessels and the need for crew changes and rest mean a realistic return to normal shipping patterns is weeks, if not months, away,” Cotton said in a statement on Monday.

The preliminary deal to end US-Israel war on Iran has sent oil prices tumbling to a three-month low amid hopes that the Strait of Hormuz will reopen.

But it could be months before American consumers see major relief at the petrol pump.

The closure of the strategic chokepoint disrupted global energy markets for more than three months, cutting off a major shipping route through which roughly one-fifth of the world’s oil and liquefied natural gas normally passes.

On Sunday, US President Donald Trump said prices would “drop like a rock” once the strait reopens, a claim he has made multiple times in the past few weeks.

However, experts caution that a major decline in prices is unlikely to happen as quickly as Trump suggests.

While Asian markets rely more heavily on oil shipped through the Strait of Hormuz than North American markets, tighter supply and steady demand have pushed prices higher worldwide.

On Monday, petrol prices in the US remained above $4 per gallon (3.78 litres), averaging $4.06 nationwide, according to the American Automobile Association (AAA). This was a dip from a high in early May of $4.48 per gallon.

By comparison, prices stood at $2.98 per gallon on February 28, when the US and Israel first struck Iran, triggering a ripple effect across global energy markets.

Energy prices have risen sharply in the US in recent months, increasing 7.7 percent over the last two months alone, and are up 40 percent from a year ago, according to last week’s inflation report from the Labor Department’s Bureau of Labor Statistics,

However, prices are beginning to fall, a dip that began as Washington and Tehran entered negotiations.

“The potential deal that the US and Iran agreed to over the weekend certainly could pave the way for even lower prices… in the next two to three days by what we saw over the weekend,” Patrick De Haan, head of petroleum analysis at GasBuddy, which tracks petrol prices, told Al Jazeera.

But De Haan expects a plateau and says that consumers may not see gas prices at pre-war levels until 2027, even if the ceasefire holds.

“It may take many months, if not beyond a year, for global oil inventories to recover to pre-war levels,” De Haan said.

Amid strains on the supply chain, producers will also need time to ramp up output, while port bottlenecks and heightened demand during the busy summer travel season could delay any substantial relief for everyday consumers.

“There are some mitigating factors that are going to slow the decline in prices. There are a lot of organisations and companies that have to re-up their stockpiles [like the US’s strategic petroleum reserve] and fulfil contracts that have been on hold for the last few months,” John Deal, managing director of capital markets at the Post Oak Group investment bank, said.

Supply chain strains

Fixing kinks in the supply chain takes time.

Oil production slumped amid the war. More than 14 million barrels per day, or 14 percent of the world’s demand, has been shut, according to the International Energy Agency.

Deal said it would take time to get oil production back online.

“My sense is that there’s going to be sustained high demand through the summertime, and we probably won’t get back to pre-war levels [on petrol prices] until after the summer, maybe September or October,” Deal said.

Mark Jones, a professor of political science at Rice University, said that producers might be reluctant to bring full operations back online until they can see the ceasefire hold.

The agreement opening the blockade is for a 60-day negotiation period between the two countries.

“Many [producers] may be reluctant to restart production until they are convinced that the peace will hold, because the last thing they want to do is carry out the costly effort to restart production only to see the conflict revived and then have to shut it down once again,” Jones told Al Jazeera.

Getting production back online is also dependent on the impact individual producers have faced throughout the war.

Refineries that were shut as a precaution could reach as much as 95 percent capacity within 40-60 days, Vitol Bahrain’s head of research, Bader Nooruddin, told the Reuters news agency. Those damaged in the fighting could take much longer.

But bottlenecks at ports could be the biggest hurdle, according to Deal.

“There’s a lag time with shipping capacity. Shipping capacity is perhaps the most significant constraint,” Deal said.

This is because there are more than 500 ships still awaiting passage, according to shipping data from Kpler.

With the ships headed all over the world, it will take them weeks to reach their destinations, dock, and unload at the ports.

That also means a wave of empty ships is waiting in limbo for spots at ports to load cargo and ramp back up to normal operations.

Major shipping giants are in a holding pattern.

Norway’s Wallenius Wilhelmsen and Denmark’s Maersk both told Reuters that they have not changed their Middle East operations in the wake of the announcement.

During the war, there was limited passage through the Strait of Hormuz, with an average of 10 ships a day passing through, compared with 135 that normally transit the waterway, according to an analysis by Bloomberg.

“Tankers take months to reach their final destination and then come back again. So the ability to replenish the stocks is going to take until, I think, the early fall, just from a shipping perspective, to get back to the status quo that was in place before the conflict started,” Jones said, referring to the preferred term for the months of September through November in North America.

At the same time, US strategic reserves are running low, at their lowest levels since 1983. Reserves have tumbled by 18 percent since the war began.

“Demand might keep prices high through the summer as strategic reserves get refilled,” Deal added.

Jet fuel demand will also put pressure on consumers amid the normally busy JuneAugust travel season in the US.

“The war has really affected airlines and their ability to schedule and anticipate how the summer months are going to go,” Deal added.

In April, United Airlines CEO Scott Kirby said that airfares for the carrier may have to jump as much as 20 percent on higher fuel prices.

Grocery woes

The increase in prices is also hitting food budgets.

The most recent consumer price index report showed US inflation ticked up by 4.2 percent compared with this time last year. While inflationary pressures were mostly driven by fuel prices, the impact has still been felt at the grocery store.

Almost half of the world’s urea, which is used in fertiliser, is produced in the Gulf region and passes through the Strait of Hormuz. For American farmers, that means access to fertilisers for the next crop season is more expensive.

Tomato prices, already driven up by Trump’s tariffs on Mexico, have surged 40 percent in the last year amid rising transportation costs.

Lettuce prices rose by more than 16 percent in May, and the price of ground beef increased by about 12 percent compared with this time last year.

Jones warned that food prices may not go down.

“Many retailers, wholesalers, and producers will keep them where they are or only reduce them if forced to from a sales perspective. Unlike petrol, which tends to ebb and flow with the price of oil, prices for many other goods that have been adversely affected by all of this are much less likely to return to where they were prior to the start of the conflict,” Jones said.

“For groceries, for manufacturing goods, for anything that has gone up during the conflict, the price that is there now often becomes the new baseline from which prices move in the future.”

This can be compared with the COVID-19 pandemic period. When the pandemic stalled supply chains, producers increased prices. A 2024 investigation by the Federal Trade Commission found that retail grocers kept prices elevated after supply chain constraints brought on by the pandemic had eased.

“Some in the grocery retail industry seem to have used rising costs as an opportunity to further raise prices to increase their profits,” the report said.

British armed forces intercepted an oil tanker believed to be part of Russia’s sanctioned shadow fleet. The oil tanker ‘SMYRTOS’ was taken in an first-ever operation by the British military in the English Channel.

Caracas, June 3, 2026 (venezuelanalysis.com) – The Venezuelan government headed by Acting President Delcy Rodríguez has instructed airlines and shipping companies to direct fuel payments to a US Treasury account.

Spanish newspaper El Diario published a May 28 letter from state oil company PDVSA addressed to “aviation and maritime customers” that laid out the “banking coordinates” for foreign currency payments concerning JET A1, MGO, and IFO 380 purchases.

JET A1 is a kerosene-based fuel widely used by commercial airplanes, while Maritime Gas Oil (MGO) and Intermediate Fuel Oil (IFO) 380 are standard for ship engines.

“We urge our customers to take the necessary precautions and forward the payment receipt to PDVSA sales representatives so that the payment is cleared and fuel supply is assured,” the letter read.

An attached US Treasury information sheet contains details for Fedwire payments to a “Venezuela custody account” and requires information about “source of funds, e.g., oil, gold, minerals, etc.”

The leaked letter is the first publicly available document from a Venezuelan state institution directing foreign currency payments to an account run by the US Treasury Department as opposed to the country’s Central Bank (BCV) or some alternative state-run mechanism.

Since the January 3 military strikes and kidnapping of Venezuelan President Nicolás Maduro, the Trump administration has seized control of the country’s export revenues. The White House has likewise extracted concessions in the form of pro-business reforms, preferential access for Western corporations to natural resources, and external audits of the Venezuelan Central Bank.

US Treasury general licenses allowing select Western corporations to engage in oil and gas activities mandate that all Venezuela-owed payments for royalties, taxes, and dividends be deposited in US Treasury accounts. Additional sanctions waivers imposed similar constraints on mining sector services and exports.

Neither US nor Venezuelan authorities have disclosed information about the funds, the timings of their disbursements back to Caracas, and the percentage kept by the Trump administration. The US president stated in a May interview that Washington has “made a fortune” from Venezuelan oil sales.

Both Washington and Caracas have acknowledged the use of Treasury-held Venezuelan revenues for the purchase of medicines and medical equipment from US manufacturers. In January, Secretary of State Marco Rubio said in a Senate hearing in January that Venezuela would need to submit a “budget request” to access its own funds.

According to reports, Washington is mandating that the Venezuelan Central Bank distribute the returned foreign currency to private sector importers via exchange table auctions run by public and private banks. The BCV has reportedly allocated more than US $5 billion thus far in 2026.

The Rodríguez acting government’s diplomatic rapprochement with the Trump White House, coupled with reforms to attract Western investment, has led to a growing number of international airlines reestablishing flights to the Caribbean nation. American Airlines currently runs two daily direct Caracas-Miami flights, while United Airlines will launch a Caracas-Houston connection in August. Jetblue, for its part, is set to initiate its first-ever Venezuela route later in the year.

Venezuelan authorities have likewise recorded increased shipping activity at the country’s ports.

Iran has reasserted its control over the Strait of Hormuz, warning that foreign commercial and military vessels will be targeted, if they do not comply with regulations governing passage through the strategic waterway.

The announcement on Saturday came after the United States signalled that President Donald Trump was close to a decision on a potential deal with Iran, but Tehran denied an agreement had been reached.

“The management of the Strait of Hormuz is exercised with full authority by the Armed Forces of the Islamic Republic of Iran,” the operational headquarters of Iran’s armed forces, Khatam al-Anbiya Central Headquarters, said in a statement reported by Iranian media on Saturday.

“All ships, commercial vessels, and tankers are only required to travel through the designated routes and obtain permission from the Islamic Revolutionary Guard Corps [IRGC] Navy. Any violation of these regulations will seriously jeopardise the security of their traffic,” it added.

Iran also issued a warning to foreign military forces operating in the area, saying any attempt to interfere with maritime management or shipping movements would trigger a response.

On Friday, Trump met with advisers in the White House Situation Room and said a “final determination” on a possible deal with Iran would soon be made. But no statement followed the meeting.

US sources had told the AFP news agency the deal was waiting on Trump’s sign-off, but he made no decision after Friday’s meeting.

Iran’s Foreign Ministry spokesperson, Esmaeil Baghaei, said on Friday that while messages continue to be exchanged “no final agreement has been reached” on a deal with the US.

US ‘more than capable’ of restarting war

While attending a defence summit in Singapore on Saturday, Pentagon chief Pete Hegseth said that Washington was “more than capable” of restarting the war if a satisfactory deal is not reached.

US Central Command (CENTCOM) posted on social media that American forces “remain present and vigilant across the region”.

The efforts to reach a deal were thrown into question this week by US strikes on the Iranian port of Bandar Abbas, countered by retaliatory Iranian fire.

Iran’s IRNA state news agency said air defences shot down a drone “belonging to the US-Zionist aggressor enemy” on Saturday, citing a statement from the army.

Trump said his priorities in any deal include Iran agreeing to never develop nuclear weapons, and the reopening of the blockaded Strait of Hormuz.

“President Trump will only make a deal that is good for America and satisfies his red lines,” a White House official told AFP, adding: “Iran can never possess a nuclear weapon.”

Trump ‘betraying diplomacy’

Also on Saturday, Mohsen Rezaei, an adviser ⁠to Iran’s Supreme ⁠Leader, Mojtaba Khamenei, said in a social media post that Trump was “betraying diplomacy for ⁠the third time” by ⁠continuing the US naval blockade in the strait, and making what he described ‌as “excessive demands ‌in ‌negotiations”.

In a social media post on Friday, Trump said Tehran would remove mines from the strait and end its closure of the waterway with “no tolls”, while the US would lift its blockade.

Both countries would coordinate on removing and destroying Iran’s enriched uranium, he said, adding that “no money will be exchanged, until further notice”.

Iran’s Fars news agency, however, cited sources as saying Tehran was demanding “the immediate release of $12bn” in frozen assets before moving to the next phase of negotiations.

On the toll-free reopening of Hormuz, the sources said “no such clause appears in the text of the agreement”, while Trump’s comment on destroying Iran’s nuclear material “is fundamentally baseless”.

Iran’s ISNA news agency cited legislator Alireza Salimi as saying a plan “to implement Iran’s management and sovereignty over the Strait of Hormuz will soon be approved by parliament”.

Iran’s Tasnim news agency said the US blockade remains in place, and its ships “are receiving warnings from CENTCOM to stop and not cross the blockade line”.

Qatar’s Deputy Prime Minister Sheikh Saoud bin Abdulrahman bin Hassan bin Ali Al Thani has told the Shangri-La Dialogue that his country would oppose a permanent toll for passage through the Strait of Hormuz.

He added that Qatar would find a temporary fee negotiable, if it was to be used to help reopen the waterway, by removing sea mines, for example.

The United States has carried out strikes near Bandar Abbas, the second attack in less than a week on Iran’s strategically important port city, escalating tensions around the Strait of Hormuz despite a fragile ceasefire that has been in place between Washington and Tehran since April 8.

Reuters and The Associated Press, quoting unnamed US officials, reported that US forces shot down four Iranian drones and struck a ground control station for drones on Wednesday in Bandar Abbas.

The strikes followed explosions in Bandar Abbas on Tuesday. Iran’s Ministry of Foreign Affairs accused Washington of violating the ceasefire through “aggressive acts” in Hormozgan province, where the port city is located.

The semiofficial Iranian news agency Tasnim also reported that Iranian forces had fired on an “American airbase” in the region in response to a US attack near Bandar Abbas.

The escalation came after US President Donald Trump said during a cabinet meeting in Washington, DC, on Wednesday that “nobody’s going to control” the Strait of Hormuz as he spoke about ongoing negotiations between Tehran and Washington.

Bandar Abbas, home to key Iranian naval forces, occupies one of the most strategically sensitive positions in the Gulf. Its location on the Strait of Hormuz has made it central to both Iran’s military position and the wider confrontation with the US. Here is what we know:

Where is Bandar Abbas?

Bandar Abbas lies on Iran’s southern coast, on the northern side of the Strait of Hormuz, the narrow waterway linking the Gulf to the Gulf of Oman and Arabian Sea.

The city, which had a population of more than 526,000 people at the time of Iran’s 2016 census, sits roughly 60km to 70km (35 to 45 miles) north of the strait’s narrowest point.

Its position gives Iran oversight of one of the world’s most important shipping lanes. About one-fifth of global oil and gas supplies transit through the Strait of Hormuz during peacetime.

Since the ceasefire was announced on April 8, Iran has continued to control shipping through the Strait of Hormuz while US forces have imposed a blockade on Iranian ports.

What is the military significance of Bandar Abbas?

Bandar Abbas is the headquarters of both Iran’s conventional navy and the naval arm of the Islamic Revolutionary Guard Corps (IRGC).

The conventional navy has used it as its base since 1977 when Iran moved much of its fleet from Khorramshahr at the western edge of Iran’s Gulf coastline, to Bandar Abbas, transforming the city into the country’s main southern naval command centre.

According to the Middle East Institute, the IRGC navy later relocated its headquarters from Tehran to Bandar Abbas to improve operational control along the Strait of Hormuz.

Although Trump and Israeli officials claimed Iran’s naval capabilities have been heavily damaged in their recent attacks, Tehran still maintains a fleet of fast attack boats operated by the IRGC navy.

The vessels are designed for “swarm” tactics and are being used against commercial ships that do not have authorisation from Iran to sail through the narrow Strait of Hormuz. They were used recently against two Indian ships and two foreign container vessels, the Panama-flagged MSC Francesca and the Liberian-flagged Epaminondas, which Iran said had not been given approval to transit the waterway.

Why is Bandar Abbas important to Iran’s economy?

The Strait of Hormuz is not just a military chokepoint but also an economic lifeline.

Analysts estimated that more than 90 percent of Iranian crude shipments transit through the strait.

That makes Bandar Abbas and nearby Gulf infrastructure critical to government revenues, including the trade networks that help Iran circumvent sanctions, particularly by exporting oil to China.

Why are the US attacks significant?

Samir Puri, a visiting lecturer in war studies at King’s College London, told Al Jazeera the ceasefire has not yet formally collapsed despite these latest exchanges of fire.

He described those incidents as “limited” compared with strikes carried out before April 8. These attacks can be characterised as “tit-for-tat military-to-military engagements rather than attacks on infrastructure or widespread destruction en masse”, he said.

“What the US military is attempting to do is explore whether it can physically deny the IRGC and Iran the ability to control the Strait of Hormuz,” he said.

“Iran, of course, wants to show it cannot be denied that capability.”

What does this mean for peace negotiations?

Diplomatic and military operations are unfolding simultaneously as Iran and the US have exchanged a volley of proposals and counterproposals for peace since the ceasefire began.

“This is unfolding on parallel tracks. There is a military track and a negotiating track all unfolding at the same time,” Puri said. These limited strikes are, therefore, ultimately being launched as part of the negotiations, he said.

“The negotiators can only present the leverage they have from the field of battle. Is the US going to put itself into a position in which it can say to Iranian negotiators that they do not control the Strait of Hormuz? Because if you try to amass forces around Bandar Abbas and launch attacks from that coastal area, we can strike back.

“But Iran will not want to be pushed into that position and will want to say it retains the ability to strike shipping and US bases hosted by Gulf allies and partners. So that’s the duality that’s unfolding right now.”

Puri said both Washington and Tehran still appeared to have incentives to continue mediation but the two sides are approaching negotiations with very different objectives.

“Trump and the US administration want to impose a victor’s peace on Iran. Iran’s reading of the same script that they’re being handed is very different, and Iran probably wants to stretch out these negotiations for as long as possible without conceding.”

“So again, you end up in a situation that wars elsewhere have seen – negotiations without an endpoint or even the promise of an endpoint but still an incentive for both parties to participate, for now.”

US president Donald Trump has said that the US military operation “Project Freedom” guiding ships through the Strait of Hormuz will be paused for a short period. He cited a request from Pakistan and progress towards a final deal with Iran.

The United States has transferred 22 crew members from the Iranian container ship, the Touska, to Pakistan, in what Islamabad describes as a “confidence-building measure” during tension in the Strait of Hormuz.

US Central Command (CENTCOM) spokesman, Captain Tim Hawkins, said the crew had been handed over for repatriation. Pakistan’s foreign ministry confirmed the transfer, saying the sailors would be returned to Iranian authorities.

The Touska was seized by US forces in the Gulf of Oman in the early hours of April 20, in what Tehran described as an act of “piracy”, after the US declared a naval blockade of Iranian ports. Iran had effectively closed the Strait of Hormuz following the start of the US-Israeli war on Iran.

On Monday, tensions continued to escalate in and around the Strait of Hormuz.

First, US President Donald Trump announced that US naval ships would help guide stranded vessels through the strait in an operation he dubbed “Project Freedom”.

Iran issued a new map of the strait with new boundaries further to the east, and warned shipping not to attempt to pass without coordinating with the Islamic Revolutionary Guard Corps (IRGC).

Then, state media reported that two Iranian missiles struck a US naval vessel near Jask Island in the strait after ignoring warnings from the IRGC to turn back. Washington denied any attack.

Amid continued interceptions and seizures of vessels by both sides, questions remain over whether the two countries can de-escalate and reach a broader peace agreement. Pakistan has been central to these efforts, seeking to keep diplomatic channels open, but talks hosted in Islamabad last month ended without a breakthrough.

Iran’s foreign ministry says it is reviewing Washington’s response to its 14-point proposal aimed at ending the conflict sent via Pakistan on Friday. As Pakistan continues to mediate, Trump previously described Tehran’s offer as “unacceptable”.

What happened to the Touska?

The Iran-flagged Touska was seized by US forces in the Gulf of Oman, close to the Strait of Hormuz, on April 20 after Washington accused the crew of failing to comply with the US naval blockade on Iranian ports. Shortly after midnight local time in Iran, CENTCOM said the USS Spruance fired its 5-inch (127mm) deck gun at the vessel’s engine room, disabling it.

According to the US military, the ship was attempting to transit the Strait of Hormuz en route to Iran’s main commercial port, Bandar Abbas.

The Touska, a small container ship operated by the sanctioned Islamic Republic of Iran Shipping Lines (IRISL), was boarded near Iran’s Chabahar port. US Marines from the 31st Marine Expeditionary Unit captured the vessel after what CENTCOM said were repeated warnings over six hours.

Video released by the US military showed Marines descending from helicopters launched from the USS Tripoli and securing the Tusk.

Iran condemned the capture as a violation of international law and an act of “piracy“, before demanding the immediate release of the vessel and its crew.

What does the release of the Touska’s crew mean, diplomatically?

Pakistan has positioned itself as a mediator between Washington and Tehran, and is now framing the transfer of the Touska crew as a step towards de-escalation of tensions. In a statement, the Pakistani foreign ministry said the move reflected a “confidence-building measure” and reaffirmed its commitment to facilitating dialogue.

US and Iranian delegations met in Islamabad last month for their first talks since 1979. Although negotiations ended without a deal, they marked a rare moment of direct engagement.

Pakistan has since coordinated with regional powers, including Saudi Arabia, Turkiye, Qatar and Egypt, while maintaining close communications with China, in an effort to build broader support for de-escalation.

In a call with Iran’s Foreign Minister, Seyed Abbas Araghchi, on Monday, Pakistan’s Deputy Prime Minister, Ishaq Dar, reiterated that diplomacy remains the only viable path to stability. Tehran, in turn, acknowledged Islamabad’s mediation efforts.

Will this de-escalate tensions in the Strait of Hormuz?

There are not many signs that it will.

Indeed, tensions in the Strait of Hormuz have continued to increase despite the release of the crew members.

Most notably, Iran’s Revolutionary Guard published a new map on Monday outlining what it claims is an expanded zone of control in the waterway, stretching from Iranian and Omani territory to include the territorial waters of the United Arab Emirates as well.

Analysts say this new claim exceeds internationally recognised boundaries. The UAE has accused Iran of launching drones at an oil tanker linked to Abu Dhabi’s national energy company, while Washington has dismissed Iranian reports of an attack on a US warship as false.

Military analyst Alexandru Hudisteanu, a maritime security expert who served 13 years in the Romanian navy, told Al Jazeera on Monday that the conflicting claims reflect a broader test of resolve. “Any attempt to open the strait will likely be met with resistance from Iran,” he said, adding that Tehran views control of Hormuz as its primary leverage in negotiations.

Hudisteanu warned that the situation carries a high risk of miscalculation, with both sides continuing to operate in close proximity. For Iran, the Strait of Hormuz is the “only leverage” it has for peace negotiations, Hudisteanu said.

Iranian analyst Foad Izadi argued that the ceasefire effectively collapsed when the US imposed its blockade, which he described as “an act of war”. He added that the targeting and seizure of ships along the Strait of Hormuz further undermined any notion of a truce.

“Attacking an Iranian ship’s engine is an act of war as well,” he added, despite the release of the Touska’s crew signalling some short-term goodwill between the US and Iran.

“I have all the cards,” posted the White House on its X account on Sunday, alongside an image of President Donald Trump holding playing cards from the Uno game, in a message appearing to signal Washington’s confidence in its ongoing war on Iran.

Uno is a card game in which the winner is the first to get rid of all their cards.

The post came after Trump announced on his Truth Social platform that the US military would begin guiding ships stranded around the Strait of Hormuz by the war on Monday, in a sign that the conflict could further escalate, despite the near-month-long fragile ceasefire. Tehran has been effectively blocking nearly all shipping from the Gulf for more than two months, after the US and Israel attacked Iran two months ago, disrupting global energy supplies.

“We have told these countries that we will guide their ships safely out of these restricted waterways, so that they can freely and ably get on with their business,” Trump said, dubbing the campaign “Project Freedom”. “They are merely neutral and innocent bystanders!”

The president added that US negotiators were engaged in “very positive discussions” with Tehran, which could lead to “something very positive” without further elaboration.

Iran, however, reacted by insisting that the security of the waterway was in the hands of its armed forces, and warned that “any safe passage and navigation in any situation” should be “carried out in coordination with the armed forces”.

On Monday, the Iranian Fars news agency reported that a US warship had been hit by two Iranian drones, the claim was denied by US Central Command.

So what leverage do the US and Iran hold over each other, and what happens next?

In response to Trump’s “I have all the cards” social media post, Iran’s Consulate General in Hyderabad, India, posted its own image on X.

“Yes, we have less cards,” Iran’s consulate in the Indian city of Hyderabad wrote on X, together with a photo of an Iranian military spokesperson holding four Uno cards compared to Trump’s five, pointing out that usually holding all the cards means you are losing, not winning, in the game of Uno.

In response to Trump’s “Project Freedom” declaration, Iran’s Islamic Revolutionary Guard Corps (IRGC) warned that ships deemed to be in breach of its rules in the Strait of Hormuz “will be stopped by force”, while insisting there has been no change in how it manages traffic through the strategic waterway.

On Monday, it issued a new map of the Strait of Hormuz with boundaries extending further to the east than its previous one, and said any ship travelling between the two sides must coordinate with the IRGC first.

“There has been no change in the management process of the Strait of Hormuz,” spokesperson Sardar Mohebbi said, adding that vessels that comply with the “transit protocols issued by the IRGC Navy” will be “safe and secure”.

“Other maritime movements that are contrary to the declared principles of the IRGC Navy will face serious risks. Violating vessels will be stopped by force,” he said.

What leverage does the US have over Iran?

Sanctions

The United States’ most enduring source of leverage over Iran remains its sanctions regime, which was launched in 1979 when Ayatollah Ruhollah Khomeini declared Iran an Islamic Republic.

Successive US administrations over the past 47 years have hit Tehran with a series of financial restrictions targeting Iran’s banking, oil exports and access to international markets – the US says the sanctions are a response to Iran’s nuclear programme.

Sanctions have significantly constrained Iran’s economy, limiting government revenue and contributing to inflation and currency depreciation. Measures enforced through the US Treasury also deter other countries and companies from engaging with Iran, further strangling its economy.

The economic pressure has been central to US strategy towards Iran, particularly during its attempts to force Tehran back to negotiations over its nuclear programme, under both Democratic and Republican administrations.

Military power

Beyond economics, the US maintains overwhelming military superiority, especially air power. Aircraft carriers, long-range bombers and precision strike capabilities give Washington the ability to target Iranian infrastructure with relatively low risk to its own forces.

US bases across the Gulf, as well as military partnerships with regional allies – most notably Israel – reinforce this advantage.

American forces, together with the Israeli army, have killed more than 3,000 people, and struck thousands of sites across Iran in the current war, including Iran’s energy and nuclear sites.

Naval blockade

Since mid-April, the United States has enforced a widespread naval blockade of Iranian ports and ships. The operation began on April 13 after talks between Washington and Tehran collapsed, with US forces ordered to stop or divert vessels entering or leaving Iranian ports.

US forces have since intercepted or turned back dozens of ships, and seized a container ship, the Touska. On Monday, the US announced that its crew had been repatriated to Iran from Pakistan, where they were taken after their ship was captured in the Gulf of Oman last month.

According to Trump, the blockade is designed to choke Iran’s oil exports, its main revenue source.

US officials say the measures have severely disrupted Iran’s trade, which relies heavily on sea routes.

What leverage does Iran have?

Strait of Hormuz

The vital waterway is Iran’s most significant strategic asset, the narrow passage ships one-fifth of the world’s oil and liquefied natural gas (LNG) supplies in peacetime.

Tehran has effectively closed the strait since the war began on February 28, sending global oil and gas prices soaring and energy markets into turmoil. Iran has repeatedly demonstrated its ability to target shipping, seize vessels, or conduct military exercises, demonstrating its ability to close or restrict the strait.

The result is soaring energy prices globally, forcing many countries to implement severe austerity measures to soften the blow.

Last week in the US, the average price of a gallon (3.8 litres) of gasoline (petrol) rose to $4.30, according to the American Automobile Association (AAA), up from less than $3 before the war.

Surging energy costs have driven up inflation and deepened economic uncertainty in the US, compounding Trump’s political troubles amid overwhelming disapproval for the war amongst Americans.

Even if the US does begin escorting ships through safely – the threat from mines or Iranian strikes may be enough to prevent tankers from attempting to sail, experts say. Insurance companies are also unlikely to underwrite voyages.

Regional allies

Iran’s network of allied groups across the Middle East is another asset that Tehran relies on heavily. These include armed groups in Iraq and Syria, as well as Hezbollah in Lebanon and the Houthis in Yemen

Through these groups, Iran has exerted pressure indirectly, targeting US interests and allies without engaging in direct confrontation.

One critical threat Iran has previously made is for the Houthis to disrupt shipping in the Bab al-Mandeb, another vital maritime chokepoint linking the Red Sea to the Gulf of Aden.

The Houthis, an Iran-aligned group in Yemen, have previously targeted shipping in this area, most notably during Israel’s genocidal war on Gaza, further raising concerns about the security of global trade routes.

Roughly 4.2 billion barrels of crude oil and refined petroleum liquids flowed through the strait in 2014, accounting for about five percent of global supply.

Cheap drones and cluster bombs

While nowhere near the military capabilities of the US, Iran’s investment in missile and drone programmes has proven to be an effective means of deterrence. That is particularly through its ability to threaten regional US bases and impose significant costs on regional countries hosting American assets involved in military operations against Tehran.

While the US undoubtedly has a more sophisticated and powerful arsenal at its disposal, the interceptors it uses to combat Iranian drones cost around $4 million each, while Iran’s Shahed drones can be mass-produced at $20-50,000 each.

Furthermore, Iran’s ballistic missiles have proved capable of breaching Israel’s much-lauded “Iron Dome” defence system on several occasions. Iran has also dropped cluster bombs, which divide before they can be intercepted, making them much harder to stop.

So does the US really hold the most cards?

Michael Clarke, visiting professor at the Department of War Studies, King’s College London, said Trump’s overwhelming conventional military strength has failed to translate into strategic leverage on the ground.

“President Trump thinks he is a great poker player,” Clarke told Al Jazeera. “He thought America’s sheer destructive potential put all the ‘cards’ in his hand” when starting the war on Iran.

But Iranian forces have consistently disrupted US expectations through asymmetric tactics, he said.

“At every turn, the Iranians have come up with asymmetric tactics – vicious, reckless tactics – that have negated everything the Americans have tried to do,” Clarke noted, describing a pattern in which traditional US military superiority has been blunted by unconventional responses.

Despite significant American forces and assets in the region – including “no fewer than three US Carrier Strike Groups, two Marine Expeditionary Units, hundreds of combat aircraft and thousands of troops”, Clarke argued that Washington has struggled to find an effective use for its multi-billion-dollar resources at its disposal.

Moreover, he said, domestic pressure on Trump is growing. Trump “can’t find a way to use them [US forces] that will make any real difference to the current stalemate in the limited time he has before his own MAGA base concludes he has lost the game”.

Clarke also highlighted the willingness of Iran’s IRGC to escalate tensions. “Whatever this war might do to Iranian society, the IRGC is prepared to gamble with its own existence in the fight,” he added.

Three of six passengers who fell ill from suspected rodent-transmitted virus have died, and one is in intensive care, the WHO says.

Three people have died on a cruise ship in the Atlantic, with at least one confirmed to have suffered from hantavirus, a rare disease transmitted to humans from rodents.

Health authorities are now investigating a suspected outbreak of the virus on the MV Hondius, which is sailing from Ushuaia in Argentina to Cape Verde.

In a statement on Sunday, the World Health Organization said that one case had been confirmed and at least five other passengers were suspected of being infected.

“Of the six affected individuals, three have died, and one is currently in intensive care in South Africa,” WHO said in a statement.

“Detailed investigations are ongoing, including further laboratory testing and epidemiological investigations. Medical care and support are being provided to passengers and crew. Sequencing of the virus is also ongoing.”

WHO added that it was “facilitating coordination” between countries to evacuate the two other passengers showing symptoms of the infection.

Hantavirus, a rare disease transmitted to humans through the droppings or urine of infected rodents, can be fatal in severe cases and cause hemorrhagic fever.

Infected couple among casualties

South Africa’s National Department of Health said earlier on Sunday that there had been an outbreak of a “severe acute respiratory illness”, which had killed at least two people, and that a third person was in intensive care in Johannesburg, according to the AFP news agency.

The ministry’s spokesperson, Foster Mohale, confirmed that the patient being treated in Johannesburg tested positive for hantavirus.

A 70-year-old was the first to develop symptoms. He died on the ship, with his body now being held on the island of Saint Helena, a British territory in the South Atlantic, the spokesman said.

The patient’s 69-year-old wife also fell sick and was evacuated to South Africa, where she died in a Johannesburg hospital, he added.

Mohale told AFP that authorities have not confirmed the nationalities of the deceased. But the person in intensive care was reported by AFP to be a 69-year-old Briton.

Israel’s military reportedly seized 22 vessels sailing among the Global Sumud Flotilla.

More than ‌160 activists on board aid ships forming a flotilla bound for Gaza have been taken to the Greek ⁠island of Crete ⁠after Israeli forces seized their vessels in international waters near Greece earlier this week, Freedom Flotilla organisers have said.

The organisers told the Reuters news agency on Friday that 168 members of the flotilla crew had been taken to Crete while two activists remained with Israeli authorities.

According to the group’s tracker, 22 boats have been intercepted so far by Israel, while 47 others are still sailing.

On Wednesday, Israeli military forces intercepted the boats travelling with the Global Sumud Flotilla from Barcelona in Spain, using drones, communications jamming technology, and armed raiding parties to halt the humanitarian fleet in the middle of the Mediterranean as it headed to Gaza, according to organisers and Israeli media.

Israeli Foreign Minister Gideon Saar said the activists on the intercepted boats would be taken to Greece.

On Friday, an Israeli army ship transferred 168 members of the flotilla crew to Greek boats, which then took them to Crete, where buses and an ambulance car waited for them, organisers said and Reuters footage showed.

A source who asked not to be identified also told Reuters that the remaining 47 boats at sea were still sailing off southern Crete and planned to anchor there at some point before continuing onwards to Gaza.

Each ship is carrying about a tonne of food, medical supplies and other equipment, the source added.

‘A straight-up attack’

In an interview with Al Jazeera on Wednesday, Gur Tsabar, a spokesperson for the Global Sumud Flotilla, described Israel’s boarding of its vessels as “a straight-up attack on unarmed civilian boats in international waters”.

“This is illegal under international law. Israel has no jurisdiction in these waters. Boarding these boats amounts to illegal detention, potentially kidnapping on the high seas,” Tsabar added.

Officials around the globe have condemned the interception of the boats bound for Gaza as a violation of international law, with Turkiye calling it an “act of piracy”.

“By targeting the Global Sumud Flotilla, whose mission is to draw attention to the humanitarian catastrophe faced by the innocent people of Gaza, Israel has also violated humanitarian principles and international law,” Turkiye’s Ministry of Foreign Affairs said in a statement.

Spain called the interception “illegal”, while Germany and Italy expressed “great concern” and called for the release of detainees.

But in a statement on Thursday, the US Department of State threatened “to impose consequences” against those who support the flotilla, which it cast as “pro-Hamas”.

Pro-Palestinian activists say Israel and the United States wrongly conflate their advocacy for Palestinian rights with support for Hamas fighters.

Last October, Israel’s military intercepted about 40 boats from the first Global Sumud Flotilla as they tried to carry aid to besieged Gaza, arresting more than 450 participants, including the grandson of South African leader Nelson Mandela, Swedish campaigner Greta Thunberg and Member of European Parliament Rima Hassan.

Detained and taken to Israel, several of the flotilla activists claimed they were subjected to physical and psychological abuse while in Israeli custody.

Israel later expelled the arrested crew members and activists.

On March 11, the Thai cargo ship Mayuree Naree was struck by two projectiles while crossing the Strait of Hormuz, one of the world’s most important waterways located between Iran and Oman. A fire broke out in the engine room, and while 20 sailors were rescued, three remained trapped inside the stricken vessel. Their remains were found weeks later when a specialised rescue team boarded the vessel, which had run aground on the shores of Iran’s Qeshm island.

At about the same time, a “shadow fleet” of tankers continued to navigate the very same waters safely. Operating with fake flags, disabled signals and unspecified destinations, this covert armada survived because it operates outside the traditional rules of maritime trade.

Iran threatened to block “enemy” ships passing through the Strait of Hormuz – a crucial chokepoint for a fifth of the world’s oil – in the wake of the United States-Israeli war launched on February 28. Soon, navigation through the strait was disrupted amid fears of attacks.

Following a temporary ceasefire on April 8, the United States imposed a full naval blockade on Iranian ports on April 13. Theoretically, traffic through the strait should have come to a complete halt.

However, tracking data reveals a remarkably different reality.

An exclusive Al Jazeera open-source investigation tracked 202 voyages made by 185 vessels through the strait between March 1 and April 15, navigating both under fire and across blockade lines.

The numbers behind the shadows

To understand how the strait operated under extreme pressure, Al Jazeera’s Digital Investigative Unit monitored the waterway daily, cross-referencing vessel International Maritime Organization (IMO) numbers with international sanction lists from the US Office of Foreign Assets Control (OFAC), the European Union, the United Kingdom and the United Nations. An IMO number is a unique seven-digit figure assigned to commercial ships.

Of the tracked voyages, 77 (38.5 percent) were directly or indirectly linked to Iran. Notably, 61 of the ships transiting the strait were explicitly listed on international sanctions lists.

The investigation divided the conflict into three distinct phases to map the fleet’s behaviour:

• Phase 1: Open War (March 1 – April 6): 126 ships crossed the strait, peaking at 30 vessels on March 1. Among these, 46 were linked to Iran.
• Phase 2: The Truce (April 7 – 13): 49 ships crossed during this fragile pause. More than 40 percent of these vessels were tied to Iran, including the US-sanctioned, Iranian-flagged Roshak, which successfully exited the Gulf.
• Phase 3: The US Blockade (April 13 – 15): Despite the explicit naval blockade, 25 ships crossed the strait.

Breaking the blockade

When the US blockade took effect, the shadow fleet adapted immediately.

The Iranian cargo ship “13448” successfully broke the blockade. Because it is a smaller vessel operating in coastal waters, it lacks an official IMO number, allowing it to evade traditional sanction-monitoring tools. The vessel departed Iran’s Al Hamriya port and reached Karachi, Pakistan.

Similarly, the Panama-flagged Manali broke the blockade, crossing on April 14 and penetrating the cordon again on April 17 en route to Mumbai, India.

The investigation uncovered widespread manipulation of Automatic Identification System (AIS) trackers. Vessels such as the US-sanctioned Flora, Genoa and Skywave deliberately disabled or jammed their signals to hide their identities and destinations.

Fake flags and shell companies

To obscure ultimate ownership, the shadow fleet heavily relies on a complex web of “false flags” and shell companies. The investigation identified 16 ships operating under fake flags, including registries from landlocked nations like Botswana and San Marino, as well as others from Madagascar, Guinea, Haiti and Comoros.

The operational network managing these ships spans the globe. Operating firms were primarily based in Iran (15.7 percent), China (13 percent), Greece (more than 11 percent) and the United Arab Emirates (9.7 percent). Notably, the operators of nearly 19 percent of the observed vessels remain unknown.

The toll of a parallel system

Despite the intense military pressure, energy carriers dominated the traffic, with 68 ships (36.2 percent) transporting crude oil, petroleum products and gas. Ten of these tankers were directly linked to Iran. Non-oil trade also persisted, with 57 bulk and general cargo ships crossing during the open war phase, 41 of which were tied to Tehran.

Before the war, at least 100 ships crossed the Strait of Hormuz daily. Today, a staggering 20,000 sailors are trapped on 2,000 ships across the Gulf – a crisis the International Maritime Organization described as unprecedented since World War II.

A shadow Iranian fleet, meanwhile, has been navigating seamlessly as part of a parallel maritime system born from 47 years of US sanctions on Tehran. Washington slapped sanctions on Tehran following the 1979 Islamic revolution that toppled the pro-Washington ruler Shah Mohammad Reza Pahlavi. The two countries have had no diplomatic ties since 1980.