31 briefings

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01

Commercial-vessel damage persists in Strait of Hormuz

Confirmed damage to five commercial vessels between 1 and 4 October underscores sustained navigation risk in and around the Strait of Hormuz, while a further tanker strike reported north of Qatar remains under investigation.

02

Commercial-vessel damage persists in the Strait of Hormuz

A reported tanker strike on October 7 follows eight confirmed cases of commercial-vessel damage in or near the Strait of Hormuz from September 29 to October 4, sustaining risks to Gulf shipping.

03

Strait of Hormuz traffic remains sharply reduced after tanker attack near Qatar

Commercial traffic through the Strait of Hormuz remains sharply reduced as a reported tanker strike north of Qatar adds to an already severe maritime-security environment, raising risks for regional energy exports and shipping operations.

04

US-Iran mediation advances to formal feedback, but Strait of Hormuz terms remain unresolved

Qatari mediators have delivered US feedback to Iran on a reported seven-day confidence-building framework linking an end to hostilities, nuclear-related steps and normal passage through the Strait of Hormuz, but no agreement or restoration of commercial transit has been announced.

05

US-Iran mediation continues after Tehran receives US response

Iran said on September 30 it received an official US response to its proposal, while indirect mediation over ending fighting and reopening the Strait of Hormuz continues without publicly agreed terms or an implementation timetable.

06

US rejection leaves Hormuz reopening unresolved as Qatari contacts continue

The United States’ rejection of Iran’s conditional proposal leaves the Strait of Hormuz without an agreed reopening arrangement, while Qatar continues indirect contacts and shipping movements remain sharply reduced.

07

Iran awaits US response to Qatar-brokered conditions for ending war

Iran says it has sent Washington, through Qatar, conditions for ending the conflict, but no US acceptance, ceasefire, change in naval blockade enforcement or formal return to negotiations is confirmed as of 20 September 2026.

08

Commercial shipping through the Strait of Hormuz remains severely disrupted

Commercial passage through the Strait of Hormuz remains severely disrupted after tanker attacks, while a U.S. maritime advisory continues to assess the risk of Iranian attacks on vessels as high.

09

Strait of Hormuz traffic remains sharply disrupted after tanker attacks

Commercial passage through the Strait of Hormuz remains severely disrupted and insecure on 30 August after recent tanker attacks, with no confirmed agreement restoring normal navigation.

10

DRC and AFC/M23 set Doha implementation roadmap as ceasefire verification begins

The Democratic Republic of the Congo government and AFC/M23 have agreed a review mechanism and sequenced implementation roadmap under the Doha Framework, with the first EJVM+ ceasefire-verification mission due in Minembwe on 24 August.

11

DRC government and AFC/M23 set Doha implementation roadmap ahead of verification mission

The Democratic Republic of the Congo government and AFC/M23 have agreed a mechanism to review implementation of the Doha peace framework and a roadmap for remaining protocols, while the first ceasefire-verification mission remains scheduled for August 24 in Minembwe.

12

US campaign against Iran continues as Hormuz traffic remains reduced

US strikes and Iranian regional retaliation continue under Operation Epic Fury, while CENTCOM’s existing blockade of traffic entering and leaving Iranian ports continues to constrain commercial movement near the Strait of Hormuz.

13

US-Iran escalation cuts Hormuz tanker traffic to two-month low

Reciprocal US-Iran strikes and Iranian attacks on US-linked facilities in Gulf states have intensified maritime risk, with tanker traffic through the Strait of Hormuz falling to a two-month low by July 13.

14

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.

15

China’s helium export ban remains in force amid wider supply disruption

China’s temporary helium export ban, imposed with immediate effect on July 10, remains in force without a published end date or exemption framework, adding uncertainty to an already disrupted market.

16

US strikes widened Iran confrontation as Strait of Hormuz shipping remained unsafe

US Central Command said it struck about 140 targets in Iran after a container ship was hit in the Strait of Hormuz, while Iran said the waterway would remain closed and Gulf states reported missile and drone alerts.

17

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.

18

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.

19

US-Iran Doha talks advanced June MoU implementation, but Strait of Hormuz shipping recovered only partially

US and Iranian officials held technical talks in Doha on July 1 to implement the June de-escalation memorandum, with a focus on Strait of Hormuz shipping, while vessel movements resumed only in part and merchant-security conditions remained fragile as of July 4.

20

Hormuz shipping framework remained paused after Doha talks failed to restore transit arrangements

As of July 3, the shipping framework paused after the June 25 vessel attack in the Gulf of Oman had not been restored, leaving Strait of Hormuz departures under exceptional controls after July 1 U.S.-Iran talks in Doha ended without a breakthrough.

21

Doha talks ended without restoring the Strait of Hormuz shipping framework after the 25 June vessel attack

As of 2 July 2026, indirect US-Iran talks had not restored the shipping arrangement for the Strait of Hormuz, leaving in force the consequences of the IMO’s 25 June pause to its evacuation framework after a vessel attack in the Gulf of Oman.

22

Doha talks eased immediate Hormuz supply fears, but shipping remained under exceptional controls

Qatar said on 2 July that indirect US-Iran talks in Doha made positive progress on post-war Strait of Hormuz arrangements and that another round would follow after 9 July, while partial tanker movement and lower oil prices reflected reduced near-term disruption risk rather than a return to normal navigation.

23

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.

24

US-Iran technical talks continued via Qatari mediation as Strait of Hormuz deconfliction remained disrupted

As of 30 June 2026, Qatar said US-Iran technical talks were continuing through mediators after the late-June Strait of Hormuz flare-up, while no high-level US-Iran meeting was under way and IMO evacuation operations remained paused after the 25 June vessel attack.