Strait

Tehran, Iran – Iranian authorities have signalled they intend to disrupt an Arab-operated and United States-assisted shuttle system that has enabled more energy exports through the Strait of Hormuz during the US-Israel war on Iran.

With the US naval blockade of Iran’s southern ports in place and sanctions tightening, Tehran has said it will pursue military and diplomatic efforts to put pressure on Washington to submit to its demands regarding reopening the Strait of Hormuz.

This strategic waterway, through which roughly a fifth of global oil and gas flowed before the war, has been largely closed to shipping following Iranian attacks since the US and Israel launched strikes on Iran on February 28.

But the US Navy has reportedly opened up a route so Gulf states can export oil and other commodities amid an energy crisis.

Iran’s security chief Mohsen Rezaei responded on Sunday night, saying the shuttle system is now an explicit target for Tehran.

Rezaei claimed that the US Central Command, with the assistance of the United Arab Emirates military, was using smaller vessels to transfer oil to larger tankers. He claimed Iran had been striking five or six participating vessels nightly for weeks.

“You are smuggling, but the strait is under Iran’s control, and we manage it,” he asserted.

This appeared to be a taunt aimed at US President Donald Trump, who has hailed energy exports at times reaching pre-war levels over recent weeks.

Rezaei appeared to give the impression that Iran wants to have lasting authority over Hormuz, and promised a harsh response if Iran’s energy and civilian infrastructure were attacked again.

His threats appeared aimed at Arab regional states, with a warning that digital infrastructure could be targeted. Rezaei threatened US-linked cables, data centres and artificial intelligence facilities in the UAE and around the Strait of Hormuz.

Rezaei also accused Saudi Arabia of helping the US move oil around Iran’s restrictions. But he did not threaten a direct attack against Riyadh – which is currently being targeted by Yemen’s Tehran-aligned Houthis.

In early September, Iran’s Islamic Revolutionary Guard Corps (IRGC) threatened tankers at ports and anchorages in Kuwait and Bahrain, citing US attacks on Iranian tankers. It accused both countries of complicity through hosting US armed forces.

Iran has claimed the US accepted some of Tehran’s seven conditions for the full reopening of the Strait of Hormuz and ending the war. But Tehran insists that a deal will only materialise when all its demands are met.

Hamidreza Azizi, a senior Iran analyst at the Crisis Group, said this reflects Tehran’s apparent assessment that it is under no immediate pressure to reach an agreement with the US since its pressure in the Hormuz has a global impact.

“The question, however, is whether Tehran is overestimating its ability to sustain this pressure, given the growing economic costs of the confrontation for Iran itself,” Azizi wrote on X.

Transfer system

The system involves very large crude carriers (VLCCs) and smaller vessels coordinating with the US military to load crude oil at Arab ports and use southern corridors near the coast of Oman to exit the strait.

Vessels often switch off their transponders and travel at night to minimise the risk of being targeted by the Iranians. After ship-to-ship transfers in the Gulf of Oman, some of the shuttles come back to load more.

Multiple vessels were targeted overnight Sunday to Monday, including two outbound tankers and one in anchorage near Oman’s port city of Sohar, where ship-to-ship transfers are allegedly being conducted.

Other vessels were targeted by projectiles last week, indicating that attacks have extended beyond the Strait of Hormuz to target the shuttle system.

The IRGC has also increasingly driven a narrative that naval mines, believed to have been planted across the Strait of Hormuz since the start of the war, pose a serious threat to vessels attempting to navigate the waterway without coordinating with Iran’s Persian Gulf Strait Authority.

The IRGC said three tankers suffered major damage over the weekend after being struck by mines. It also released footage of one ship ablaze that is said to have been struck by a mine, although the footage did not appear to show a mine going off.

‘Cascading impact’

The shuttle system has provided Arab national oil companies with a way out of Hormuz via the southern corridor near Oman.

Michelle Wiese Bockmann, a London-based senior maritime intelligence analyst at Windward, said this system has proven highly effective.

“Under international maritime law, which underpins 11 billion tonnes of seaborne trade annually, vessels have what’s called the right of transit passage,” Bockmann told Al Jazeera. “So, what Oman has done is allow vessels to go through under international maritime law, but they have had US military assistance.”

Tehran says shipping will be disrupted so long as the US continues its choking naval blockade against Iran, which has also stepped up its efforts to counter efforts by Arab states to export oil. At least 15 ships are believed to have been targeted in October so far, according to Winward.

“The more effective the route has become in facilitating the transport of oil and gas, the less leverage Iran has over Hormuz, and more attacks we are seeing on vessels that are using that southern corridor,” Bockmann said.

Windward’s data shows 31 ships transited the Strait of Hormuz daily in the final week of September. This was considerably lower than the 138 before the war.

Eighty-seven percent of the 45 ships targeted by Iran during the third quarter of 2026 were tankers.

Around 47 percent belonged to Gulf Arab energy companies’ national shipping fleets, Windward noted, and 93 percent of the strikes took place in the Strait of Hormuz. Most attacks targeted vessels transiting the southern corridor with their transponders turned off.

These attacks have contributed to a massive increase in freight costs. Freight represented 25-30 percent of Gulf crude’s cost, versus just 1 to 3 percent before the war, according to Windward. National oil companies have resorted to offering discounts of up to $35 per barrel below official selling prices.

The main reason for the rise is a shortage of tankers willing to make the dangerous crossing. Between 15 and 20 percent of very large crude carriers (VLCCs) are tied up with an inefficient logistics system that relies on shuttle transfers, complicated by escalating attacks and exposure at loading ports and anchorages.

“This is having cascading impacts for all vessel classes on freight and values across the world,” Bockmann said.

Iranian media reported “massive explosions” in the southern Strait of Hormuz, with Fars citing unnamed military sources as Trump says US won’t strike Iran before midterms.

The Saudi-backed Yemeni forces battling the Iranian-backed Houthi rebels claim they have regained a large swath of territory in a new counteroffensive launched on Monday. This includes the recapture of the Red Sea port city of Mokha and other key positions near the highly-strategic Bab al-Mandeb Strait (BAM). As we reported last month, the Houthis had taken these areas during an offensive of their own.

“On Monday, the Nation Shield Forces, the Giants Brigades, and the Tihama Resistance—supported by the Popular Resistance—seized control of the city of Al-Mokha in western Taiz Governorate following fierce battles against the terrorist Houthi militias backed by the Iranian regime,” the official Yemeni Saba news outlet reported. “The forces, aided by air support, succeeded in capturing Al-Mokha after clashes with the terrorist Houthi militias, which had controlled the city since early last September. The battles, which took place at various locations surrounding Al-Mokha, involved the use of diverse weaponry and resulted in casualties among the terrorist Houthi militias, the capture of several of their members, and the flight of others.”

Dubbed Operation Yemen Dawn, the counteroffensive aims to “restore state institutions, liberate the capital Sana’a, and end the Houthi terrorist militia coup,” Rashad al-Alimi, president of the internationally recognized government of Yemen, stated Monday on X.

“With God’s aid, the will of our people, the valor of our armed forces and all military formations, and the support of our brothers and friends, Yemen will march toward a new dawn of freedom, peace, and stability,” al-Alimi added.

The claims about the recapture of Mokha follow statements made earlier on Monday that the National Shield Forces and Giants Brigades, “liberated Dhubab [also spelled Dhobab] District and strategic positions around the Bab al-Mandab Strait in western Taiz Governorate on Monday following clashes with Iran-backed Houthi militias,” Saba claimed. “The clashes left a number of Houthi fighters dead or wounded, while others fled under pressure from the military operation. Several military vehicles and pieces of equipment were also destroyed or disabled. The forces are continuing clearance and security operations in the liberated areas and cutting Houthi supply routes.”

In addition, the Kingdom’s Maj. Gen. Turki al-Maliki, spokesman for the Saudi-led coalition, stated that “100 fighter jets were providing support to the forces of Yemen’s internationally recognized government fighting against the Houthis,” according to The Associated Press. “He said the coalition has secured ‘air protection’ of the strategic Bab el-Mandeb Strait and destroyed hundreds of Houthi targets as part of the ongoing campaign.”

After Yemeni officials announced the new counteroffensive on Sunday, al-Maliki vowed “full operational support” to the Yemeni government forces, until the Houthis are “eliminated,” the AP added.

On Monday, the Humanitarian Operations Coordination Center (HOCC), an organization closely aligned with the Houthis, confirmed increased Saudi airstrikes and threatened a response. HOCC warned “all airlines operating in Saudi airspace that it is unsafe, with the exception of the airspace over ‘Mecca and Medina,’” the official Houthi Telegram channel reported.

HOCC did not elaborate on that warning.

While TWZ cannot verify these claims, independent Yemen analyst Mohammed al-Basha said it appears that the anti-Houthi forces have gained ground on the Red Sea coast.

The founder of the widely quoted Basha Report stated on X that he had “high confidence” that Yemeni government forces recaptured Dhobab Airport, “cutting off the Houthi supply route between Mocha and Bab al-Mandab.” He added that “Southern Giants Forces are now heading towards the city of Dhobab, Al-Omari Camp, and Bab al-Mandab.”

Videos have emerged showing what appears to be Saudi-backed forces running over Houthi fighters. The Houthis have called this a war crime.

Amid the spike in fighting, the State Department issued a new warning to Americans in Saudi Arabia.

“Due to the ongoing security situation in Saudi Arabia and the potential for aerial drone or missile attacks on Saudi Arabia, the U.S. Mission strongly encourages all U.S. citizens to remain vigilant and follow the guidance of national alerts released by Saudi Arabia’s Civil Defense,” the department stated on X.

Yemen Dawn was launched in the wake of large-scale Houthi advances. As we noted earlier in this story, the rebel group captured the port of Mokha and two key islands in the Red Sea, increasing its control over the Bab al-Mandab Strait (BAM). That moved the front lines to the key city of Taiz, which sits astride a major roadway linking it to the port city of Aden. The Houthis recently captured strategic hilltops near Taiz, advancing on the last road between the city and Aden, which serves as the interim capital of the Yemeni government.

The conflict between Saudi Arabia and the Houthis grew out of a civil war in Yemen that erupted in 2014. It expanded a year later when a Saudi-led coalition joined forces with the government ousted by the Houthis and raged on until the parties reached a tenuous ceasefire in 2022. The Saudis held off on getting involved in the recent Red Sea conflict which saw the U.S. and coalition warships duking it out with the Houthis, and eventually led to a U.S.-led air campaign over Yemen. Tensions, however, reignited after that conflict ended when the Houthis joined the U.S.-Iran conflict on the side of their major supporter.

Earlier this year, the Houthis imposed a blockade on the BAM and began striking Saudi ships in the southern part of the Red Sea as well as targeting critical energy terminals on that body of water and Saudi refineries. Iranian proxies have also struck the vital East-West pipeline that carries oil to the Red Sea to bypass the Strait of Hormuz, where Iran has vastly curtailed shipping after the launch of Operation Epic Fury. That line has reportedly since reopened after being shut down following a long-range drone attack.

On Monday, Turkey and Pakistan said they will undertake a “rapid deployment” of troops to Saudi Arabia under the Mecca Joint Defense Agreement, a pact designed to assist the Kingdom’s fight against the Houthis, the Middle East Eye reported. 

“The announcement on Monday came after representatives of the three countries held an emergency meeting in Riyadh where they condemned recent attacks on Saudi Arabia, in particular those targeting the holy cities of Mecca and Medina, without mentioning the Houthis by name,” the publication added.

Concern about maintaining the flow of energy resources from the region has spurred France and the U.K. to send additional forces to help the Saudis.

As we reported two weeks ago, French President Emmanuel Macron said he was sending “soldiers, radar systems and defense ⁠systems, to protect” the Kingdom’s Yanbu oil facilities. Two days before Macron’s announcement, U.K.’s  Royal Air Force (RAF) said it would deploy one of its Voyager aerial refueling jets to help Saudi Arabia defend against Houthi attacks. As with the French move, it is a response to concerns about the flow of oil.

You can see Macron’s announcement in the following video.

The U.S. also appears to be increasing its assistance to Saudi Arabia. Though President Donald Trump turned down the Kingdom’s request to directly attack the Houthis, the U.S. is “providing aerial refueling for Saudi warplanes conducting defensive air patrols,” The New York Times reported on Sunday. That’s in addition to the previously known assistance to Riyadh provided by “more than 200 U.S. intelligence and military analysts working in Saudi command centers helping to analyze and select targets in support of its Yemeni allies,” the newspaper added.

The stark reality, especially facing European leaders like Macron, is that if Saudi oil infrastructure and transport nodes near the Red Sea are destroyed or the pipeline that feeds them is shut down for months, the last major oil lifeline from the region — and especially to Europe — will be closed off, sparking a deeper energy crisis.

Iran has already severely curtailed the flow of oil through the Strait of Hormuz since the U.S. and Israel attacked it on Feb. 28. The movement of oil has been further impeded by a U.S. blockade on Iranian ports. However, transits have been increasing as of late, thanks in large measure to U.S. military escorts that U.S. Central Command claims have allowed more than a billion barrels of crude to pass through the Strait of Hormuz. 

Still, the price of Brent crude continues to hover over $100 per barrel due to a combination of factors that still make this a very dangerous region. This includes the ongoing threats from the Houthis in the BAM and the aforementioned spike in fighting between the Houthis and Saudi-backed forces. In addition, there are continuing Iranian attacks on shipping, including one today and three over the weekend, the skyrocketing cost of insuring vessels and the possibility Gulf countries may be paying Iran to allow their oil through. Such payments, essentially a toll, are “potentially handing Tehran a significant portion of the value of the cargo,” Al Jazeera noted.

Asked about the Saudi-backed counteroffensive, Trump said “It will all work out very well.”

Meanwhile, talks between the U.S. and Iran to end hostilities between the countries remain at an impasse, though the two sides have not directly attacked each other in weeks. The U.S. rejected Iran’s conditions for reopening the Strait of Hormuz, and Tehran says it is preparing a reply to the U.S. counterproposal, CBS News reported Monday morning.

For his part, Trump continues to waver, suggesting the U.S. could “leave tomorrow” or resume striking Iran.

As Iran and the United States work with mediators to end seven months of hostilities, the reality in the Strait of Hormuz is shifting in ways that could prove to be a game-changer in ongoing negotiations.

According to the latest data from tanker-tracker websites, traffic through the key waterway has been steadily increasing, with some estimates putting oil and petroleum flow through the Strait of Hormuz at nearly 80 percent of what it was before the US-Israeli war on Iran began on February 28.

This could dent Iran’s leverage in reaching a favourable deal for itself in its attempts to end the fighting, which has seriously hampered its already heavily sanctioned economy, amid the US blockade of Iranian ships and ports.

Despite that, experts believe it would be a mistake to think normality in the Strait of Hormuz is imminent, or that Iran will fold easily despite growing economic hardship.

“The fact that oil is getting through the Strait of Hormuz is encouraging, but flows are not yet regarded as completely secure or guaranteed, particularly while the wider conflict remains unresolved,” Susannah Streeter, chief investment strategist at Wealth Club, told Al Jazeera.

Moreover, oil prices remain high globally, including in the US, where President Donald Trump faces a crucial midterm election that could see his party swept away in both houses of Congress.

Tanker insurance costs also remain elevated and energy flows through Hormuz are still far from secure, suggesting Iran’s leverage may be weakening rather than disappearing.

Oil flows through Hormuz recovering

The latest data from commodity analytics firm Kpler points to a significant recovery in oil exports from the Middle East.

Crude exports reached an estimated 16.328 million barrels per day (bpd) in September – their highest level since the war began in late February, the firm reported this week.

Flows through the Strait of Hormuz itself were expected to reach about 9.719 million bpd during the month. Saudi Arabia has driven much of the increase, with its exports rebounding from 2.446 million bpd in August to about 5.4 million bpd in September.

Kpler said Middle East crude exports have recovered to just under 80 percent of their pre-war level. But the figures remain about 3.2 million bpd below the 19.513 million bpd exported in February.

The data also does not include ships crossing Hormuz with their tracking systems switched off, meaning actual traffic could be higher.

Prior to the war, an estimated 120-140 vessels crossed through the waterway daily, roughly half of them oil tankers moving approximately 20 million barrels per day. At the height of the fighting, traffic through the waterway collapsed to as few as two tankers a day after Iran in effect closed the strait in retaliation for US-Israeli attacks.

Is Iran losing leverage?

The rebound in oil flow presents a challenge for Tehran. Iran has sought to use its ability to disrupt the Strait of Hormuz – one of the world’s most important energy chokepoints – as leverage against Washington’s military and economic pressure.

But if large volumes of oil can continue moving through the strait while Iran itself remains under a US naval blockade, Tehran’s bargaining power could diminish.

Iran, however, rejects any assessment that its control over the strait is slipping.

Islamic Revolutionary Guard Corps spokesperson Hossein Mohebbi on Tuesday said the ability of vessels to transit the waterway with US assistance did not mean Hormuz had returned to normal.

Oil prices are another indication that Iran has not lost all of its leverage.

Brent crude fell 2.6 percent to $102.59 a barrel on Tuesday as traders focused on recovering Middle East exports. But it was still heading for a roughly 13 percent gain in September.

Chris Beauchamp, an analyst at IG, said markets were beginning to incorporate evidence of recovering flows but remained wary about how durable that recovery would be.

“It takes time for evidence to filter through to markets,” Beauchamp said. “Oil prices came off yesterday as the narrative began to take hold, and should continue to fall.”

But he said concerns persisted over whether the US protection system could withstand a renewed barrage of Iranian missiles and drones.

Streeter of Wealth Club said the market still had a geopolitical risk premium built into crude prices, despite the improving flows.

“Insurance costs for tankers also remain elevated because of the perceived risks of operating in the region, adding to the cost of transporting crude even as more ships make it through the waterway,” she said.

Moreover, Streeter warned that crude figures tell only part of the story. Flows of refined fuels, particularly diesel and gasoline, remain constrained, while damage to infrastructure has placed additional pressure on energy supply chains, she added.

There is another vulnerability, the investment strategist pointed out. Countries including the US have relied heavily on strategic oil reserves to cushion the impact of the disruption and help contain prices.

“With those stockpiles now significantly depleted, there is a thinner buffer if there is another disruption, which is helping to keep a floor under crude prices,” Streeter added.

‘Economic war’ on Iran

There is little doubt that economic pressure on Iran is intensifying, potentially increasing Tehran’s incentive to reach an agreement.

Official data from the Statistical Center of Iran earlier this month showed gross domestic product (GDP) contracting 10.1 percent year on year between March 21 and June 20, while the crucial oil and gas sector shrank 26.4 percent.

Iran has also been battling high inflation and a plunging currency as the US blockade constrains oil exports and foreign currency earnings.

Twelve-month average inflation reached 69.9 percent earlier in September, while the rial had fallen beyond 2.2 million to the US dollar in early September.

In August, the US announced a fresh economic pressure campaign against Iran, promising to target Tehran’s financial interests across the world.

Mohammad Eslami, a research fellow at the University of Tehran, told Al Jazeera that Iran was facing an “economic war” alongside the military conflict.

“There is a US blockade of the Strait of Hormuz, which affects Iran’s revenues from oil exports and other products such as petrochemicals, which are important to Iran’s economy,” Eslami said. “As a result, Iran’s dollar revenues have been affected by the blockade.”

But he cautioned against judging Iran’s economy solely through the value of its currency.

“The exchange rate is a very important indicator, but it is not the only measure for explaining what is happening or the difficulties and challenges facing Iran’s economy,” Eslami said, adding that Iran has faced US economic pressure for “five decades”.

Can a deal be reached?

Despite the military and economic pressure, negotiations have not collapsed.

At the United Nations General Assembly last week, Tehran and Washington engaged in three hours of indirect talks, as US special envoys Steve Witkoff and Jared Kushner met with Iranian Foreign Minister Abbas Araghchi.

President Trump later described the encounter as “very good” and “very productive.”

Iran also proposed a seven-day roadmap under which the Strait of Hormuz could be reopened and normal maritime traffic restored if Washington meets Tehran’s conditions, a plan Trump categorically rejected.

Those conditions included ending the naval blockade on Iran, easing sanctions and releasing frozen Iranian funds.

However, on Wednesday, Reuters news agency reported that Araghchi had received US feedback on the proposal through Qatari mediators.

An official briefed on the talks said the main disagreement now centred on the sequencing of measures rather than the components of the plan.

On Sunday, NBC News reported that Marines were injured during an Iranian cruise missile attack while transiting the Strait of Hormuz on Sept. 14. The network’s sources said the Marines were not on a U.S. Navy ship, but they did not identify which vessel they were on. However, a former Royal Mail vessel that at one point was being converted into a floating armory stands out as a strong possibility.

While much remains unclear about the Sept. 14 incident, there was only one vessel known to have been struck that day, according to the United Kingdom Maritime Trade Operations (UKMTO) and a maritime security official we spoke with. The ship was eventually identified by several maritime media outlets as the M/V St. Helena. Again, the St. Helena’s involvement remains unconfirmed, but the ship’s interesting background is of particular note.

“Eight U.S. Marines were injured two weeks ago when an Iranian cruise missile attacked the ship they were operating on in the Strait of Hormuz,” NBC reported, citing three U.S. officials. “The Marines were not seriously injured, but they sustained smoke inhalation and possibly traumatic brain injuries, as they had symptoms of concussions, such as headaches, the officials said.”

“The Marines, seven of them enlisted and one officer, all returned to duty soon after the Sept. 14 attack, the U.S. officials said,” according to the network. “The officials said the Marines were operating as part of a battalion landing team during the Iranian anti-ship cruise missile attack.”

TWZ cannot independently confirm that Marines were on board the St. Helena or that they were injured. We reached out to the Pentagon and U.S. Central Command (CENTCOM) for more information. The Pentagon referred us to CENTCOM, and CENTCOM declined comment.

The incident took place amid an uneasy truce between Iran and the U.S. broken up by sporadic Iranian attacks on ships transiting the Strait of Hormuz. At the same time, the U.S. military is enforcing a blockade on Iranian ships, during which it has struck several for trying to bypass that effort as well as in retaliation for Iranian attacks on shipping. Negotiations between Washington and Iran have ebbed and flowed, and U.S. President Donald Trump is once again mulling a choice between continuing talks or renewing large-scale attacks.

As we noted earlier in this piece, after the vessel was struck, several maritime industry trade publications identified it as the St. Helena.

“Iran has attacked a historic former British Royal Mail passenger ship in the Strait of Hormuz,” TradeWinds News reported on Sept. 15, a day after the incident. “Maritime security sources identify the 6,800-gt St Helena (built 1989) as the latest vessel to be hit by an ‘unknown projectile’ in the war-torn waterway. The attack was reported late on Monday, according to UK Maritime Trade Operations, which cited a ‘verified source’ for the incident without identifying the vessel.”

“UKMTO has received a time late report of an incident within the Strait of Hormuz,” the organization reported on Sept. 15, citing an incident that took place a day earlier. “A verified source has reported that a vessel has been struck by an unknown projectile.”

“There is no reported damage or environmental impact,” UKMTO added. “Authorities are investigating.”

According to Lloyd’s List, the ship was being operated by the Ambrey maritime security firm at the time it was struck. Ambrey declined to comment. 

Shipping expert Sal Mercogliano and open-source investigator Tom Bike were among those suggesting the St. Helena could have been the vessel at the heart of the NBC report.

So piecing together the evidence it appears that the US may have converted St Helena into a armed merchant cruiser.

The Marines looked at putting Armed Guards on board commercial ships three years ago as reported by @USNINews.

Add modular/containerized weapon systems,… https://t.co/48lJ1BDMfs

— Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ (@mercoglianos) September 28, 2026

Exactly what the St. Helena was doing at the time it was struck is unclear; however, the ship has had a very unusual past.

The vessel entered into service in 1990 and “sailed between Cape Town, South Africa and Saint Helena and Ascension Islands, carrying both passengers and cargo, some of which was Royal Mail, earning her the rare RMS designation,” according to Cruise Arabia and Africa.

The St. Helena was Britain’s last working postal ship, according to Maritime Executive. After it was retired in 2018 because it was no longer needed for that function, things got really interesting.

Two different organizations took over the vessel, including, as we noted earlier in this story, a company that was planning to use it as a floating armory in the Middle East.

“Renamed MNG Tahiti, the 103-meter (340-foot) ship is being readied by her new owner MNG Maritime to become a floating armory working in the Gulf of Oman,” Maritime Executive wrote on April 22, 2018. “She will deliver security guards and weapons to vessels sailing through the region and is expected to be operational in her new role in the next few months.”

It is unclear what happened to that plan. However, two years later, an off-road racing series called Extreme E said that it “secured exclusive use of the former Royal Mail ship in 2018.” After that, the ship underwent “an extensive refurbishment process, which has included total overhaul of steelwork, engines, generators, propellers, interior and cabin space, and more, making it not only fit for purpose, but also as efficient as possible ahead of its new mission.” 

The ship was “specifically designed to transport all the infrastructure and equipment the Extreme E needs for their race weekends,” the organization stated. The plan was to have the ship serve “as its freight and logistics hub due to her versatility and ability to carry and unload a mixture of cargo, like all 10 of the championship’s ODYSSEY 21’s [electric off-road racecar], as well as team members and guests. This was also fit with a Science Laboratory so research can be conducted enroute to the race locations.”

Both the St. Helena and MNG Tahiti have the same international shipping identification number of IMO 8716306, according to the MarineTraffic website.

On Sept. 17, 2024, the St. Helena was put up for sale, according to Horizon Ship Brokers. The current ownership is unclear. We reached out to Horizon Ship Brokers for more details.

Last year, the saga of the St. Helena took a new turn. A company called Terra Nova Expeditions chartered the vessel for Antarctic cruises, but those plans were scrubbed last month because the vessel was stuck in the Persian Gulf and was no longer available for the Antarctic sailing season.

It was last tracked via its transponder near Dubai nearly two months ago, according to MarineTraffic.

While we can’t confirm that Marines were onboard when St. Helena was hit, Marines have been training for this exact mission set. USNI News reported in 2023 that a “force of 100 Marines, newly trained by Navy personnel,” stood ready “to respond, if ordered, to provide armed security aboard foreign commercial ships transiting the Strait of Hormuz.”

Those Marines were members of the 26th Marine Expeditionary Unit (MEU) embarked on the three-ship Bataan Amphibious Ready Group (ARG), USNI added at the time.

It is unclear if those plans are still in place and if Marines in the region have actually been ordered to provide armed security for foreign vessels sailing through or near the strait. Regardless, Marines could be quickly trained to take on this mission set and have drilled for ship boarding and searches for years, especially special operations and specially-tasked units. CENTCOM declined to comment when we asked if there are U.S. personnel embarking on commercial ships transiting the Strait of Hormuz.

At the same time, it is possible that the unique attributes of St. Helena made it a convenient host ship for sea base operations for U.S. forces in the region specifically for this crisis. Adapting commercial vessels for exactly this purpose has a long history around the Strait of Hormuz, as it was a central facet of the Tanker Wars during the 1980s, that saw U.S. forces operate from barges in the region. Today, commercial vessels remarkably similar to St. Helena operate in similar roles, especially in support of special operations and interdiction operations.

Once again, we have no idea what the ship’s mission was at the time of the incident and if Marines were simply helping it transit safely out of the Persian Gulf or something more, but the attack did expose the fact that individual Marines are more involved with activities in this tumultuous body of water than it may seem.

Contact the author: howard@twz.com.

Tehran, Iran – Hours after US President Donald Trump rejected a diplomatic solution put forward by Iran to reopen the Strait of Hormuz, explosions were heard in the waterway, according to Iranian media.

Reports of blasts near southern Iran’s Qeshm Island in the Strait of Hormuz suggested that multiple antiship missiles and drones were fired at vessels transiting the waterway against Tehran’s wishes.

While Iranian authorities did not confirm any attacks in the Strait of Hormuz that day, shipping continues to be attacked in the waters, including an Indian cargo ship last week, which killed a sailor.

The Islamic Revolutionary Guard Corps (IRGC) maintains that the strait is closed to any ship that does not coordinate with Iranian authorities. On Sunday afternoon, it released video of what it said was a second US underwater drone seized this month.

Tehran has issued instructions to shipping companies transiting the Strait of Hormuz to use a temporary route approved by Iranian authorities and pay relevant fees. But it has also said the strait will not fully reopen until the US blockade on Iranian ports ends.

Iran’s Persian Gulf Strait Authority announced on Saturday that it would blacklist any shipping charterer company which orders crews to use routes it considers to be unauthorised.

It also published what it described as an apology from an unnamed shipowner blaming commercial pressure from its charterer for trying to pass through the strait.

Washington still insists that its warships are successfully guiding oil tankers out of the strait via a different route. US Energy Secretary Chris Wright told Fox News on Sunday that the “running average” of crude oil in transit was nearly 13 million barrels per day.

A September 19 operational update by US Central Command claimed that its forces had helped move more than one billion barrels of crude out of the Gulf over roughly two months.

The US military also says its forces have redirected 122 commercial vessels to enforce the naval blockade of Iran’s ports, halting all Iranian crude exports.

Tehran has claimed that the US is providing false information regarding Strait of Hormuz traffic to project control over the key waterway. Shipping has been severely disrupted since the US and Israel started their war on Iran on February 28.

Andreas Krieg, associate professor at King’s College London, said Iran’s strategy of launching maritime attacks has spread the economic costs of the conflict beyond its borders.

While Iran has suffered economically from war damages, the US naval blockade and sanctions, it would be a mistake “to assume that reaching that threshold produces submission”.

“The next Iranian move is therefore likely to be an attempt to increase the pain experienced by the Gulf rather than simply absorb further American pressure,” Krieg said.

“That could mean more aggressive vessel interdictions in Hormuz, attacks on energy infrastructure, greater Houthi pressure around Bab al-Mandeb and pressure from Iranian-aligned groups against alternative Saudi export routes. We are already seeing how pressure on Hormuz, the Red Sea and Saudi infrastructure can interact.”

More escalation on the way

At the United Nations General Assembly in New York, Iran projected a message of defiance while also proposing to reopen the Strait of Hormuz within a week if its seven conditions were met.

They included lifting the blockade on Iran, the release of frozen Iranian funds and an end to attacks on all fronts, including Israel’s assault on Lebanon. The demands mostly amounted to a return to the June memorandum of understanding between the US and Israel.

Tehran has added that reopening the strait must be undertaken through a bilateral arrangement already finalised with Oman, the only other country with territorial waters in Hormuz.

US President Donald Trump told reporters he rejected the offer, but Iran’s Foreign Minister Abbas Araghchi said on Sunday they were adamant about the conditions and would await an official response through mediators, such as Pakistan, Qatar and Oman.

Abolfazl Shekarchi, chief spokesman of the Iranian armed forces, warned that if the US further intervenes in the Strait of Hormuz, “it will get slapped”.

“The Americans have no way out other than withdrawing from the West Asia region. The sooner they leave, the fewer losses they will incur and the region will certainly become safe after that,” he said.

Iranian army spokesman Mohammad Akraminia  said conditions were deteriorating so badly for the US that it might launch another “military aggression” on Iran.

Krieg said that as the US moves to isolate Iran via sanctions, Tehran, unable to respond with mutual financial measures against Washington, will be forced to rely on continued coercion in the Strait of Hormuz.

“The most likely level remains controlled attrition rather than an immediate return to the massive air campaign of the opening months,” Krieg said.

“Over the coming weeks, I would expect further attacks or attempted attacks on tankers, US-enabled shipping and regional infrastructure, followed by limited US strikes against IRGC maritime assets, coastal missile positions, drones or vessels involved in those operations. That tit-for-tat cycle has already re-emerged around Hormuz.”

United States President Donald Trump has rejected a roadmap submitted by Iran to open the Strait of Hormuz within a week.

“I reject their proposal,” Trump told reporters outside the White House on Saturday, before departing for Tennessee by helicopter.

Iranian Foreign Minister Abbas Araghchi said on Friday that Tehran formally submitted a seven-day roadmap to the US via mediator Qatar, and was awaiting Washington’s response.

“It appears as though the proposal is dead in the water,” said Al Jazeera’s Mike Hanna, reporting from Washington, DC.

Late on Friday, US media reports indicated Trump would reject the proposal.

Trump was “privately sceptical” that Tehran would meet his demands, and reportedly told aides that he expects a renewed bombing campaign on Iran after the November US midterm elections, The Wall Street Journal reported, quoting unnamed US officials.

“President Trump has vacillated between extreme optimism, saying that ‘talks are going well’ to ‘I want to annihilate Iran’,” Hanna said about the recent diplomacy between Washington and Tehran.

“There is no consistency in terms of the [Trump] administration’s reaction,” he said.

But “the one thing that has been made clear by President Trump is that he is content to stay in the status of limbo”, Hanna added, despite concerns from much of the American public that the Iran conflict is turning into another “never-ending war”.

The Strait of Hormuz, a waterway key to the world’s oil supply, is central to the conflict between the US and Iran, which is at an impasse after nearly seven months, though new mediation efforts took place this week.

Earlier in the week, Araghchi held talks with Trump’s envoy Steve Witkoff, and previously set out conditions for ending the war and reopening the vital shipping channel.

On Friday, the top Iranian diplomat said: “Iran has conveyed to the United States, through Qatar, a concrete seven-day plan. If the necessary conditions are met, the strait can be reopened, and normal maritime passage restored within seven days.”

He was speaking at the United Nations in New York, where he and other senior Iranian officials were attending the General Assembly.

Under the plan, Washington would lift its naval blockade of Iranian ports, waive sanctions on Iranian oil sales, release an estimated $12bn in frozen Iranian assets and observe a ceasefire covering the region, including Lebanon and Yemen.

“The choice now rests with the United States. Iran does not accept coercion, threats or intimidation, and Iran will not surrender its sovereign rights under pressure,” Araghchi had said.

On Saturday, Iranian President Masoud Pezeshkian told Al Jazeera that Tehran no longer trusts negotiations with the US after previous rounds of talks were followed by attacks and sanctions.

“We have no trust in the American side and do not know on what basis an understanding can be reached with it,” said Pezeshkian, who was also in New York for the UNGA.

He denied that Iran was responsible for blocking the Strait of Hormuz, saying the US “closed the routes before us”. He described the closure as “a natural response when routes are cut off to Iran”.

The Iranian president said the crisis could be resolved through negotiations rather than force, and that the waterway would reopen to commercial shipping if talks ended the war.

Iran says it has put forward a plan to the United States to reopen the Strait of Hormuz within seven days, as Qatar passes messages between the two countries at the United Nations General Assembly in New York.

Speaking on the sidelines on Thursday, Iran’s Foreign Minister Abbas Araghchi said the timetable could begin as soon as Washington accepted the proposal.

Both sides have described the indirect contact facilitated by Qatar in New York positively, but neither has indicated any diplomatic breakthrough as the war approaches its seven-month mark.

Analysts have told Al Jazeera a firm peace deal remains unlikely, with Iran still wanting to follow the approach set out in an earlier agreement, which would give it and Oman a main role in managing the strait before moving on to discussing terms for a broader peace deal.

For its part, the US, which has claimed to be “in total control” of the Strait of Hormuz, wants Iran’s nuclear programme to be the subject of discussions straight away.

Iran has previously made clear that it will not engage with broader peace talks, including addressing the issue of its nuclear programme, until the US naval blockade of its ports in and around the Hormuz strait is lifted, sanctions are repealed and the US provides a guarantee of an end to strikes, among other conditions.

Here’s what we know.

What has Iran proposed?

Araghchi told reporters in New York that Iran had presented its plan to the US through intermediaries. “If certain conditions are met, the Strait of Hormuz would be open on the end of the seventh day and [peace] talks would restart,” he said.

He did not give details but said the proposal resembles the June 17 memorandum of understanding (MoU) signed by Iran and the US, which briefly eased the conflict before breaking down. “The moment they accept this plan, from the next day, this timetable can start, and after seven days, the strait will be open,” he said.

Under the June agreement, Iran undertook to allow ships to pass through the strait without paying tolls for 60 days – that was the period of time given for peace talks to take place. But the MoU left open what would happen after that period.

Araghchi did not say whether the same arrangement formed part of his new proposal. Nor did he spell out what Washington would have to do before the seven-day timetable began, how either side would verify those steps, or what rules would govern shipping once the strait reopened.

It is highly unlikely Iran would be offering to cede control of the Strait of Hormuz, analysts say.

Urban Coningham, a research fellow at the Royal United Services Institute, told Al Jazeera that Tehran is unlikely to receive the sanction relief it has previously demanded and, therefore, sees the strait as its primary ticket to helping it recover from the war economically.

“Hormuz is a clear Iranian red line,” he told Al Jazeera. “The Iranians will not get reparations for the war, so control of the strait is the only way they can recover economically. I cannot see them backing down from that.”

Why does the June agreement matter?

The MoU signed in June set out an immediate halt to military operations on all fronts, including in Lebanon, where Israel has launched strikes and occupied part of the country, and triggered a 60-day period for negotiations on a lasting peace settlement. It included US waivers for Iranian oil exports and provisions to restore maritime traffic through the strait.

It deferred other issues, including the future of Iran’s enriched uranium stockpile, to broader peace talks.

But the agreement unravelled the following month amid renewed confrontation over shipping routes through the strait.

Coningham told Al Jazeera that Iran’s latest proposal follows this earlier model: “Open the strait within seven days, then start talks on the nuclear file.”

But “the US does not want to compartmentalise the issues, it wants them discussed as one package”, he said.

How else does this new proposal place pressure on the US?

Coningham also sees a political calculation in making the offer publicly at the UN as Americans contend with high fuel prices. “By explicitly saying this may be the only chance before the midterms, Iran is putting pressure on Trump over oil and gas prices and the strait,” he said. “It is a tactic to put more pressure on the US.”

The strait, which runs between Iran and Oman, is a vital route for oil and gas exports from the Gulf. Disruption to shipping has driven up energy prices far beyond the region, giving both governments an economic reason to reach an agreement despite their differences.

With the US midterm elections approaching, a deal to get it reopened could give Trump a chance to bring down fuel prices before voters go to the polls – potentially giving the Republican Party a much-needed electoral boost before the midterms.

Trump has presented the electoral calculation differently, however. In his address to the General Assembly on Tuesday, he accused Iran of waiting to see how his Republican Party performs in November and predicted a deal would happen after the vote. He also threatened to “annihilate the Islamic Republic” if there was no agreement.

Trump claimed the election did not affect his own decision-making on Iran: “The only thing that does is that Iran will never have a nuclear weapon.”

That leaves an open question about whether the prospect of lower energy prices is enough to persuade his administration to accept Iran’s proposed order of talks. Coningham doubts it. “Trump is prepared for this to go on through the midterms,” he said. “The same problem remains where the proposal does not answer questions about the nuclear file.”

Where do broader US-Iran peace talks stand?

Araghchi met US envoy Steve Witkoff and Trump’s son-in-law Jared Kushner on Tuesday in talks mediated by Qatar. The Iranian foreign minister described the exchange as productive and said messages continued to pass between the sides.

US Secretary of State Marco Rubio said it would be wrong to describe the meeting as a major breakthrough, however.

Burcu Ozcelik, a senior research fellow for Middle East security, told Al Jazeera that the major blockage for Washington and Tehran is that each is making different assumptions about how much pressure they can exert on the other. The Trump administration is unlikely to revive the failed MoU, she said, because it assesses its naval blockade and tighter sanctions as working.

“The US appears to believe it can wait this out until Tehran is prepared to make meaningful concessions,” Ozcelik said.

“But Iran remains defiant despite indications that it is hurting economically.”

The United States and Iran have engaged in hours of indirect talks through mediators on the sidelines of the United Nations General Assembly (UNGA) in New York, but accounts differed over whether officials from the two countries met directly.

US special envoy Steve Witkoff said mediators had “shuttled between” the American and Iranian delegations throughout Tuesday.

“Today, on the sidelines of the United Nations General Assembly, we engaged in lengthy talks with the Iranian delegation through the mediators, who shuttled between the two sides throughout the day,” Witkoff said in a post on X.

“They successfully completed a round of discussions that we hope will prove constructive and promising. The mediators will continue their work.”

US President Donald Trump gave a more direct account, saying Witkoff and Jared Kushner had held a three-hour meeting with Iranian officials.

“They had a very good meeting, a very productive meeting,” Trump told reporters at the UN, adding that he believed there was “a lot of momentum” towards an agreement. Trump later said talks were continuing and that he believed a settlement would eventually be reached.

Al Jazeera’s Kimberly Halkett, reporting from Washington, said Trump’s initial comments had created confusion over who had participated. She said the White House later clarified that Trump had not attended and that Witkoff and Kushner represented the US side.

Al Jazeera’s Tohid Asadi, reporting from Tehran, said state media had confirmed a meeting between Iranian Foreign Minister Abbas Araghchi and Witkoff after weeks without direct contact.

“This latest meeting was held at the request and insistence of the American side, and was aimed at conveying Iran’s messages and conditions, particularly around reopening the Strait of Hormuz,” Asadi reported.

Iranian state media said those conditions included lifting the US naval blockade, releasing frozen Iranian assets and ending the war on what Tehran describes as the “resistance” fronts.

Asadi also reported that an Iranian security source told Al Jazeera there could be room for further diplomatic engagement if Washington met Iran’s conditions and commitments.

The contacts came after a senior Iranian official told the Reuters news agency that Tehran’s delegation in New York had full authority to pursue diplomacy and described the UN gathering as a “golden opportunity” for Washington to return to negotiations.

The official said Iran had submitted its latest proposal to Washington through mediators on September 16 and that details of a possible agreement to end hostilities could be discussed in New York.

The official also said Iran could reopen Hormuz within seven days if the US eased military pressure and lifted its blockade of Iranian ports.

Regional powers push for de-escalation

The indirect talks have been accompanied by a broader diplomatic effort involving the Gulf and other regional states.

Qatar said it was working with Pakistan to reduce tensions between Washington and Tehran, safeguard freedom of navigation through the Strait of Hormuz and promote regional stability.

Qatar’s Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani also met Araghchi in New York on Tuesday.

Qatar’s Ministry of Foreign Affairs said they discussed developments in the region, efforts to de-escalate tensions and ways of creating conditions for dialogue.

Oman has also been involved in maritime diplomacy over the waterway, having previously discussed maritime arrangements with Tehran aimed at facilitating navigation through the strait.

Trump also met leaders and senior officials from Gulf Cooperation Council states, Turkiye, Jordan, Syria and Iraq on Tuesday to discuss Iran and regional security.

Reuters reported that a Qatari proposal for a common security framework involving Iran and Gulf states was among the issues under consideration, with one regional source saying Tehran was reviewing it.

Qatar has not made the proposal public.

Talks follow Trump’s warning

The indirect talks came hours after Trump used his UNGA address to combine the possibility of an agreement with another warning of military escalation.

Trump said he faced a “big decision” between reaching a deal that would allow Iran to rebuild and moving to “annihilate the Islamic Republic”. He also said Washington had previously offered Tehran “full economic cooperation” in return for ending its nuclear programme and what the US describes as Iranian support for terrorism.

Iran’s General Staff of the Armed Forces and Khatam al-Anbiya Central Headquarters responded in a statement carried by Iranian media, describing Trump’s threats as evidence of “strategic weakness” and saying Iran was ready to deliver “more severe, crushing, and unpredictable blows” in response to further attacks.

US officials have repeatedly suggested that negotiations were making progress following the collapse of the June memorandum of understanding. In early August, Trump said the sides had reached parameters for a possible agreement and later described talks over Hormuz as “moving along nicely”, although significant differences remained. Earlier this month, he again said he hoped the war was “towards the end”.

Tehran continues to condition the reopening of the Strait of Hormuz on the US easing military pressure and lifting its blockade of Iranian ports, while Witkoff said mediators would continue their efforts following Tuesday’s mediated exchanges.