121 briefings

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97

US announces Iran-focused Hormuz blockade and proposed 20% passage toll

The United States has announced an Iran-focused blockade arrangement for the Strait of Hormuz and a proposed 20% toll on eligible cargo, but has not specified when or how either measure would be enforced.

98

US-Iran clashes keep Strait of Hormuz transit contested

As of 13 July, renewed US-Iran strikes and attacks on commercial vessels have left passage through the Strait of Hormuz insecure and disrupted, with neither side’s claim of control independently established.

99

Iran declares Hormuz closed as US-Iran strikes widen across Gulf

Iran says the Strait of Hormuz is closed after a vessel incident, while US strikes on Iranian military targets and Iranian missile and drone attacks on Gulf states leave commercial passage contested and unsafe.

100

US-Iran strikes expand as Strait of Hormuz remains unsafe

US Central Command says it struck about 140 targets in Iran on 12 July after a Cyprus-flagged container ship was damaged in the Strait of Hormuz, while Iranian attacks extended toward several Gulf states hosting US forces.

101

US replaced Iran oil-sales relief with a wind-down license and resumed strikes after new Strait of Hormuz vessel attacks

As of 10 July 2026, the United States had revoked its 21 June authorization for openly licensed Iranian oil sales, replaced it with a wind-down-only license through 17 July, and resumed strikes on Iran after new shipping attacks in and near the Strait of Hormuz.

102

IMO said confirmed Strait of Hormuz shipping incidents rose to 52 after the Al Rekayyat was damaged off Oman

As of 9 July, the Strait of Hormuz shipping-security crisis remained the core development: the IMO had recorded 52 confirmed incidents by 8 July, including damage to the tanker Al Rekayyat off Oman on 6 July, while Qatar's attribution of that strike to Iran remained a state allegation rather than an IMO finding.

103

Tanker strikes resumed in the Strait of Hormuz as route-control warnings and Doha contacts failed to stabilize transit

As of 7 July 2026, commercial shipping in and near the Strait of Hormuz was again under active attack risk after multiple tankers were reported struck, showing that earlier route-control measures and indirect diplomacy had not restored secure passage.

104

Tanker strike near Limah kept Strait of Hormuz shipping under active attack risk

A tanker was struck and set on fire near Limah, Oman, on 7 July, reinforcing that commercial shipping in and around the Strait of Hormuz remained exposed to an ongoing, officially warned attack environment.

105

Iran kept coercive routing controls in the Strait of Hormuz after the June US-Iran de-escalation agreement

After the June 2026 US-Iran de-escalation agreement, Iran warned tankers on 2 July to use approved routes in the Strait of Hormuz or face a forceful response, showing that transit conditions had improved only partially rather than returning to normal.

106

Oman joined UK-France Strait of Hormuz navigation security implementation under an already announced mission

A 3 July UK-France-Oman statement added Omani territorial-water cooperation to a multinational Strait of Hormuz security mission that had already been announced in May, while commercial shipping risk in the area remained elevated.

107

Limited Strait of Hormuz tanker departures resumed under constrained routing after the 15 June US-Iran agreement

As of 3 July 2026, some Saudi crude cargoes had exited the Strait of Hormuz after the 15 June US-Iran agreement, but navigation remained only partially restored because IMO guidance still kept the normal traffic separation scheme out of use and the evacuation framework paused after the 25 June attack in the Gulf of Oman.

108

Doha US-Iran talks ended without a shipping breakthrough, leaving the Strait of Hormuz evacuation framework paused

Indirect US-Iran talks in Doha ended on 2 July without a major breakthrough on shipping arrangements, and the IMO evacuation framework for stranded vessels and seafarers in and around the Strait of Hormuz remained paused.

109

IMO pause on Hormuz evacuation operation remained in force after vessel attack pending renewed safety guarantees

As of 1 July 2026, the International Maritime Organization's evacuation operation through the Strait of Hormuz remained paused after a 25 June vessel attack in the Gulf of Oman, with work under way to restart the scheme but no confirmed official notice that the pause had been lifted.

110

IMO kept Strait of Hormuz evacuation operation paused after 25 June vessel attack

As of 30 June 2026, the International Maritime Organization's evacuation operation in and around the Strait of Hormuz remained paused pending reconfirmed safety guarantees after a vessel was attacked in the Gulf of Oman on 25 June.

111

U.S.-Iran halt in hostilities supported only a partial Strait of Hormuz shipping recovery

As of 29 June 2026, the U.S.-Iran halt in recent hostilities and renewed talks had supported additional tanker movements and lower oil prices, but Strait of Hormuz transit remained below pre-conflict levels under continued route controls, insurance requirements and unresolved safety risks.

112

Renewed U.S.-Iran strikes and vessel attacks disrupted Hormuz de-escalation arrangements

By 28 June 2026, renewed U.S. strikes on Iranian sites, reported Iranian attacks toward Bahrain and Kuwait, and another reported tanker strike had materially disrupted the Strait of Hormuz maritime-security arrangements that followed the 22 June U.S.-Iran memorandum.

113

Hormuz transit resumed under managed conditions as tanker exits and Saudi loadings recovered

As of June 27, transit through the Strait of Hormuz had resumed only partially and under tighter routing and security controls, with more stranded tankers exiting and Saudi Aramco restarting loadings at Ras Tanura even after the IMO paused an evacuation operation following a vessel strike near Oman.

114

Hormuz transit stayed fragile after IMO paused evacuations following vessel attack

As of 26 June 2026, shipping through the Strait of Hormuz was only partially recovering after the International Maritime Organization paused its evacuation operation on 25 June following an attack on a vessel in the Gulf of Oman.

115

IMO paused its Strait of Hormuz evacuation operation after a vessel attack in the Gulf of Oman

The International Maritime Organization paused its Strait of Hormuz evacuation operation on 25 June after a vessel that had passed through the area was attacked in the Gulf of Oman, pending renewed confirmation that safety guarantees still held.

116

US-Iran interim memorandum moved into fragile implementation as sanctions waivers began and Hormuz access remained disrupted

As of 26 June 2026, the mid-June US-Iran interim memorandum was being implemented through temporary US sanctions relief and technical work on Strait of Hormuz access, but maritime security remained incomplete and vulnerable after the IMO paused a ship evacuation effort on 25 June.

117

US-Iran memorandum and sanctions reprieve drove Hormuz traffic recovery as residual shipping-risk questions persisted

As of June 25, 2026, the June 17 US-Iran memorandum and a US sanctions license issued on June 22 had shifted the Strait of Hormuz from disruption toward managed recovery, with tanker flows nearing normal and oil prices retreating while maritime-risk and transit-governance questions remained unresolved.

118

Strait of Hormuz tanker outflows resumed under the interim U.S.-Iran arrangement, easing near-term oil tightness

By 25 June 2026, crude movements through the Strait of Hormuz had recovered enough under the interim U.S.-Iran arrangement to ease immediate supply tightness and push Brent’s prompt structure away from scarcity, though full normalization was not yet confirmed.

119

Hormuz transit resumed under phased controls as US-Iran deal implementation moved into operation

By 23 June, implementation of the 14 June US-Iran agreement to reopen the Strait of Hormuz had moved into operation, with IMO-coordinated evacuation procedures activated, temporary routing rules imposed, and initial crude and LNG tanker movements resuming under controlled conditions.

120

U.S.-Iran deal, sanctions waiver and IMO safeguards began a partial reopening of Strait of Hormuz traffic

By June 24, a mid-June U.S.-Iran agreement, a June 22 U.S. sanctions waiver and June 23 IMO safety arrangements had begun to move stranded tankers and restart some Strait of Hormuz traffic, though conditions remained fragile and commercially uncertain.