Fragile pause in Strait of Hormuz fighting as US and Iran trade strikes

Fragile pause in Strait of Hormuz fighting as US and Iran trade strikes
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A fragile pause in fighting between the United States and Iran took hold on Friday as regional mediators scrambled to salvage a collapsing ceasefire over control of the Strait of Hormuz, the world’s most critical oil chokepoint. After two days of tit-for-tat strikes that halved shipping traffic through the strait, Washington and Tehran allowed a lull in hostilities to take effect while backchannel talks continued, according to US officials and regional diplomats.

The latest flare-up began on Tuesday night when the US launched strikes on 85 Iranian targets, including air-defence systems and IRGC naval assets, after the Islamic Revolutionary Guard Corps fired on commercial vessels that refused to follow Tehran’s designated route through the strait. Iran retaliated by targeting US military bases in Kuwait, Bahrain, Qatar and Jordan, prompting a second US wave on Wednesday that hit 90 sites across southern Iran, including Bandar Abbas, Bushehr and Chabahar. By Thursday, only 23 cargo ships and tankers had transited the strait—down from 47 the previous week and a pre-conflict average of 138 per day—while the Omani corridor, backed by Washington as a safe passage, remained empty.

The dispute hinges on a vaguely worded clause in the June 17 memorandum of understanding (MoU) that Iran and the US signed to end six weeks of fighting. Point 5 commits Iran to “arrange safe passage” for commercial vessels and to “conduct dialogue with Oman on future administration,” but neither side agrees on what this means. Washington insists it guarantees free navigation, while Tehran interprets it as a mandate to control the strait and enforce its own routing rules. “Foreign powers have no claim to this land or to the Strait of Hormuz,” an IRGC commander said on Thursday, after Iranian forces prevented three tankers from using the US-backed corridor.

US President Donald Trump declared the MoU “over” on Wednesday during the NATO summit in Ankara, calling the Iranian leadership “scum” and saying he believed the ceasefire was a “waste of time.” Yet by Thursday, he told reporters on Air Force One that a full-scale war was not the aim and that Tehran “wants to make a deal.” A US official told Al Jazeera that Washington remains committed to negotiations, with “technical talks” continuing despite the collapse of the framework agreement. Iran’s foreign minister, Abbas Araghchi, told his Pakistani counterpart that US strikes violated the MoU, while mediators from Qatar, Pakistan, Turkey and Saudi Arabia held multiple phone calls with both sides to restore calm.

Regional pressure is mounting. NATO Secretary-General Mark Rutte backed Trump’s decision to restart strikes, saying it was “totally crucial” that the US react forcefully after Iran violated the ceasefire. French President Emmanuel Macron also supported the strikes but stressed that meetings under the 60-day framework would continue. The International Energy Agency warned that the escalation threatened the fragile recovery in global oil supply, while the UN’s chief spokesman urged an immediate end to the cycle of retaliation.

Despite the pause in fighting, the underlying dispute remains unresolved. Iran’s leverage lies in its ability to disrupt shipping through the strait, a strategy it has used to extract concessions in past crises. “The regime in Tehran has realised that the cost of a war is too high for Donald Trump—and that he is not prepared for the kind of large-scale ground operations that would be required to capture the Strait of Hormuz,” noted the Dutch daily *NRC*. Meanwhile, the US has targeted Iranian infrastructure beyond the strait, including a strategic railway bridge linking Iran to China and Russia, further complicating any return to the negotiating table.

With mid-term elections looming in the US and oil prices rising, the window for diplomacy is narrow. “Tehran is well aware of the US president’s vulnerability and is doing everything in its power to exploit this and blackmail him,” wrote the Greek business daily *Naftemporiki*. As mediators work to revive talks, the risk of another escalation—whether by design or miscalculation—remains acute.

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🇺🇸🇮🇷⚡️ — Fighting has paused temporarily between the US and Iran, but no compromise is in sight over the disputed administration of the Strait of Hormuz, CNN reports. ➡️ Iran views control of the strait as its key wartime gain and insists ships must follow its assigned route — the latest round of fighting was triggered after the US retaliated against Iran for firing on vessels that defied its directives. ➡️ The dispute centers on Point 5 of the MoU, which calls on Iran to arrange safe passage and engage Oman on future strait administration — but does not explicitly grant Iran exclusive authority over shipping there. ➡️ Both sides have been imposing their own interpretations of the clause; Crisis Group warns the ambiguity that helped end initial fighting has since become a liability. ➡️ Mediators are working to return both parties to the negotiating table; Iran has shown no sign of compromise, but hostilities appear to have paused as of today. @IntelSlava

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🇺🇸🇮🇷⚡️ — Shipping traffic through the Strait of Hormuz has dropped sharply, with just 22 verified transits recorded Thursday, Kpler reports. ➡️ Only one vessel crossed via the Omani channel — the rest opted for Irans designated shipping lane. ➡️ 22 transits is well down from 40–50 in recent weeks and a fraction of the 100+ daily crossings recorded before the war began. ➡️ Some vessels are disabling transponders entirely, meaning actual traffic may be higher than tracked figures show.

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🇺🇸⚡️ — US average gas prices have surged 9 cents in two days, reaching $3.88 per gallon, AAA reports. ➡️ Prices rose 5 cents Thursday and a further 4 cents overnight, following a roughly 6 rise in oil prices since US-Iran hostilities resumed in the Persian Gulf. ➡️ The outsized jump reflects how gas prices behave: they rise sharply in anticipation of higher wholesale costs, but fall only gradually as station owners use lower prices to recover lost profit margins. ➡️ Gas had been slowly declining from a wartime peak of $4.56 per gallon hit in mid-May before the latest oil spike reversed that trend. @IntelSlava

telegram_Intel Slava · about 2 hours ago

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