Russia has reportedly begun sending military-related supplies to Iran through the Caspian Sea, as Tehran seeks to replenish weapons and equipment depleted during its recent conflict with the United States and Israel.

According to a European government document obtained by NBC News and confirmed by a Western official, the reported shipments include TNT, drone components and ammunition. Satellite imagery analysed by experts also reportedly suggests that some cargoes may contain components used in ballistic missile production.

More than two dozen Russian ships, many of which are reportedly under US and European sanctions, have travelled across the Caspian Sea to Iran's Amirabad port, according to the report.

Russia-Iran Military Ties Shift

The reported transfers indicate a possible shift in the military relationship between Moscow and Tehran.

Iran had previously supplied Russia with large quantities of Shahed-type drones for use in its war in Ukraine. The latest reports suggest that Russia is now providing assistance as Iran attempts to rebuild military stocks depleted during its conflict with the US and Israel.

The reported supplies could help Tehran restore elements of its drone, ammunition and missile capabilities, although the available information does not establish the exact quantity of material transferred.

Caspian Sea Offers Strategic Route

The reported shipments are being moved through the Caspian Sea, which is bordered by Russia, Iran, Kazakhstan, Turkmenistan and Azerbaijan.

Under the international arrangements governing the Caspian Sea, its waters are under the jurisdiction of these five countries. This makes the route difficult for Western naval forces to monitor or intercept.

Ships travelling between Russian and Iranian ports can also reportedly switch off their Automatic Identification System (AIS) transponders, making their movements more difficult to track.

The route allows cargo vessels to avoid maritime chokepoints that are more closely monitored by the United States and its allies.

Iranian Ports Previously Targeted

The reported shipments come after Israeli strikes earlier this year targeted Bandar Anzali, an Iranian port on the Caspian Sea that had reportedly been identified as part of a military supply route.

According to The Times of Israel, the strikes damaged port infrastructure and Iranian naval assets.

The reported attacks highlighted the vulnerability of Iran's maritime supply network as Tehran works to restore military infrastructure damaged during the conflict.

Supplies Could Aid Arsenal Rebuilding

Iran used significant quantities of drones and other weapons during the recent conflict. US and Israeli strikes also targeted Iranian missile and military infrastructure.

The reported Russian supplies could therefore provide Tehran with additional material to rebuild parts of its depleted arsenal.

Iran's Ministry of Defence and Armed Forces Logistics (MODAFL) has reportedly begun replacing some domestically produced ballistic missile components with parts manufactured in Russia and China.

The imported components are believed to be intended primarily for the Islamic Revolutionary Guard Corps Aerospace Force, according to the report.

However, Western intelligence agencies have not publicly quantified the scale of Iran's military reconstruction or confirmed the full extent of the reported Russian transfers.

Russia, China Expand Cooperation

The reported shipments are part of broader military cooperation between Iran, Russia and China under Tehran's "Look East" strategy.

Russia has reportedly provided satellite imagery to Iran, potentially helping its forces monitor military sites and improve targeting capabilities.

China has also expanded cooperation with Tehran through systems linked to BeiDou navigation, radar and surveillance technology, as well as materials associated with solid-propellant missile production.

Such cooperation has helped Iran reduce its dependence on Western technology and maintain access to foreign military-related components.

Moscow, Tehran Yet to Comment

The reported transfers have not been publicly confirmed by either Russia or Iran.

Neither Moscow nor Tehran has commented specifically on the reported shipments. Russian officials have previously denied providing military material to Iran beyond supplies that had already been acknowledged.

The reported movement of Russian military-related supplies nevertheless points to the expanding strategic relationship between Moscow and Tehran, while Iran continues efforts to rebuild capabilities affected by the recent conflict.

Crude oil prices have climbed above $91 a barrel as hopes of a quick resolution to the US-Iran conflict weaken, raising fresh concerns over energy supplies and shipping through the strategically important Strait of Hormuz. The rise could put pressure on India’s import bill, the rupee and, if sustained, the prices of transport fuels and aviation-related services. (Reuters)

Brent crude rose to around $91.49 per barrel on Tuesday, while US West Texas Intermediate (WTI) crude moved above $85. Oil prices have been rising for a third consecutive session amid uncertainty over the future of the US-Iran ceasefire and concerns about disruptions to tanker traffic. (Reuters)

For India, which imports a large share of its crude oil requirement, a prolonged increase in international oil prices can have wider economic consequences.

Why Oil Is Above $91

The latest rise in crude prices is closely linked to renewed uncertainty over the US-Iran conflict.

Iran has indicated that it could adopt a more aggressive military posture after efforts to reach a permanent resolution stalled. At the same time, the United States has declined to extend the temporary ceasefire agreement that expired on Monday.

The developments have increased concerns that disruptions around the Strait of Hormuz could continue. Oil markets immediately factor such supply risks into crude futures, adding a geopolitical premium to prices. (Reuters)

Why Hormuz Matters to India

The Strait of Hormuz is one of the world's most important energy shipping routes. Any prolonged disruption can make the movement of crude oil and petroleum products more difficult and expensive.

Recent attacks and restrictions have already reduced shipping traffic through the waterway. Reuters reported that tanker transit has remained severely constrained amid the conflict, adding to concerns about global supply availability. (Reuters)

For India, the issue is particularly important because higher global crude prices increase the cost of importing energy.

Will Petrol Prices Rise?

Higher crude oil prices do not automatically mean an immediate increase in petrol or diesel prices in India.

Retail fuel prices are influenced by several factors, including international crude prices, the rupee-dollar exchange rate, refining costs, taxes and the pricing decisions of oil marketing companies.

However, if crude remains above $90 for an extended period, pressure on domestic fuel economics could increase.

The rupee is already facing pressure from higher oil prices. Reuters reported that the Indian currency weakened beyond the ₹95.50-per-dollar level on Tuesday as rising crude prices increased concerns about India's external position. (Reuters)

A weaker rupee makes dollar-denominated crude imports more expensive for Indian refiners.

What About LPG Prices?

LPG could also come under pressure if international energy prices remain elevated.

Domestic LPG prices depend on international petroleum product prices, import costs, currency movements and government policy. For subsidised or regulated consumer segments, the government and oil companies can absorb or manage part of the increase.

This means consumers may not immediately see the full impact of a crude oil rally in their LPG cylinder prices.

Commercial LPG users, however, can be more exposed to changes in international energy and petroleum product prices.

Why Airfares Could Become Costlier

A sustained oil rally can also affect the aviation sector because aviation turbine fuel (ATF) is one of the largest operating expenses for airlines.

If crude and refined petroleum product prices remain high, the cost of producing and supplying jet fuel can rise. Airlines may then face higher operating expenses.

The impact on airfares would depend on how long fuel prices remain elevated, competition between airlines, passenger demand and the ability of carriers to absorb additional costs.

Therefore, an oil price spike does not necessarily translate into an immediate one-to-one increase in ticket prices.

India Faces Wider Economic Pressure

The impact of expensive crude extends beyond petrol, diesel and aviation.

Higher oil import costs can widen India's import bill and put pressure on the current account. A weaker rupee can further increase the domestic cost of imported crude.

Higher energy costs can also feed into transportation, manufacturing and logistics expenses. If companies pass these costs on to consumers, inflationary pressure could increase.

Indian equity markets have already reacted cautiously to the latest oil rally, with elevated Brent prices and renewed West Asia tensions weighing on investor sentiment. (Rediff)

What Happens Next?

The immediate outlook for crude oil will depend heavily on developments between Washington and Tehran and the situation around the Strait of Hormuz.

If diplomatic efforts resume and tanker traffic begins returning to normal, the geopolitical premium in oil prices could ease.

However, a prolonged conflict or further disruption to shipping could push prices significantly higher. The US Energy Information Administration has noted that renewed attacks on tankers and reduced shipments through the Strait have already increased volatility in global oil markets. (U.S. Energy Information Administration)

For Indian consumers, the key issue is therefore not simply whether crude crosses $91, but how long it stays there. A brief spike may have a limited impact, while sustained prices above $90 could gradually increase pressure across fuel, LPG, aviation and the broader economy.

 Iran and Oman have reached an understanding on a transit route map for vessels passing through the Strait of Hormuz, Iranian Foreign Ministry spokesperson Esmail Baghaei said on Monday. The two countries are now working to finalise the arrangement as part of a broader package that will include the agreed route map and a joint statement.

Baghaei said the understanding on the transit route had already been reached, but formalisation was still pending. The development comes amid continuing tensions surrounding the strategic waterway, through which a major share of global energy shipments normally passes.

Iran-Oman Deal Takes Shape

According to Baghaei, Tehran and Muscat had planned to finalise the arrangement in the form of a package rather than as a standalone agreement.

“An understanding has been reached regarding the map of the transit route,” Baghaei said, adding that the two sides still planned to complete the understanding through the route map and a joint statement.

The Iranian spokesperson did not disclose further details of the final arrangement. However, earlier reports on the proposed Iran-Oman understanding indicated that vessels could be required to enter the Strait through the northern route along the Iranian coast and leave through the southern route along the Omani coast.

How the Route Could Work

Before the current conflict, commercial vessels could generally use either side of the Strait for entering or exiting the waterway.

The proposed arrangement would introduce a more clearly defined transit pattern. Ships would reportedly use the northern route for entry and the southern route for exit, creating separate directions for maritime movement.

The details remain subject to the final joint statement, meaning the precise operating arrangements will depend on what Iran and Oman formally announce.

Hormuz at Centre of Crisis

The development is taking place against the backdrop of a wider US-Iran conflict that has severely affected shipping through the Strait of Hormuz.

The waterway has become a major point of confrontation, with both Iran and the United States imposing restrictions on maritime traffic, according to the supplied report.

Iran has previously insisted that some vessels follow designated routes along its coast. The United States, meanwhile, has been enforcing restrictions on maritime traffic approaching Iranian waters.

The uncertainty has raised concerns for commercial shipping and energy markets because of the Strait's importance to global oil and gas transportation.

Could Deal Help Reopen Strait?

The emerging Iran-Oman arrangement could potentially provide a framework for restoring a degree of regular maritime movement through the Strait.

Any reopening would depend not only on the agreement between Tehran and Muscat but also on how the United States responds to the proposed transit mechanism.

The supplied report suggests that US President Donald Trump could view an acceptable Iran-Oman arrangement as a possible route towards de-escalation. A workable transit mechanism could create space for negotiations aimed at reducing the confrontation surrounding the strategic waterway.

However, the agreement is not yet fully formalised, and its broader implications remain uncertain.

Oman’s Diplomatic Role

Oman has traditionally maintained channels of communication with different sides in regional disputes, giving Muscat a potentially important role in efforts to reduce tensions.

The latest understanding with Iran places Oman directly at the centre of discussions over maritime movement through the Strait.

For Tehran, an agreement with Oman could help establish a defined framework for commercial shipping. For Muscat, it could provide a mechanism to reduce the risks associated with disruption in a waterway located close to its territory.

What Happens Next?

Iran and Oman are expected to finalise the agreement and issue a joint statement outlining the arrangement.

The key question will be whether the agreed route can be implemented safely and consistently and whether other parties involved in the Strait's security will accept the framework.

For global shipping and energy markets, the development will be closely watched. Any reduction in uncertainty around the Strait could ease concerns over maritime disruption, while a failure to reach a broader understanding could leave shipping companies facing continued risks.

For now, Tehran's announcement signals progress, but the final outcome will depend on the formal joint statement and the response of other countries involved in the crisis.

Iran has rejected US President Donald Trump’s claim that the United States has “total control” over the Strait of Hormuz, insisting that the strategic waterway remains blocked and will not be reopened until Tehran’s conditions are met.

The latest exchange comes amid heightened tensions between Washington and Tehran over the strategically important maritime passage, through which a significant share of global oil and petroleum trade traditionally moves.

Iran Says Blockade Continues

In a statement posted on X, the Persian Gulf Strait Authority dismissed claims by Trump and other US officials that the Strait of Hormuz was no longer blocked.

The authority said that statements from American officials had not changed the situation on the ground and reiterated that the waterway would remain closed until Iran’s demands were accepted.

The Iranian position was reiterated hours after Trump claimed that Washington had established “total control” over the Strait and intended to maintain it.

Trump Claims ‘Wall of Steel’

Trump said on his social media platform, Truth Social, that the United States had “total control” over the Strait of Hormuz.

He described the US naval presence in the region as a “wall of steel”, asserting that Iran had no ability to challenge the American deployment.

Trump also repeated his claim that Iran’s military infrastructure had been severely weakened during the ongoing confrontation.

The US president further accused Iran of spreading what he described as false information and criticised the country’s economic situation.

Tehran Sets Conditions

Iran’s latest response comes as Tehran continues to link the reopening of the Strait to broader political and security demands.

Mohsen Rezaei, the newly appointed head of Iran’s Supreme National Security Council, said Tehran would not fully reopen the waterway until the United States met what Iran described as its conditions.

According to Rezaei, Iran wants Washington to end the war and blockade, release frozen Iranian assets and agree to a region-wide ceasefire covering Lebanon and Gaza.

He said the Strait would remain closed until all the conditions were fulfilled.

US Naval Presence Increases

The dispute has intensified as the United States has expanded its naval presence around the Gulf.

Washington has maintained that ensuring freedom of navigation through the strategically important waterway remains a key security objective.

Iran, meanwhile, has repeatedly warned that maritime traffic could be restricted if pressure from the United States and other external powers continues.

The conflicting claims have created uncertainty for commercial shipping and energy markets, with the Strait of Hormuz remaining a major focus of international attention.

Major Energy Route

The Strait of Hormuz is one of the world's most important energy corridors. A substantial portion of global petroleum shipments traditionally passes through the narrow waterway connecting the Persian Gulf with the Gulf of Oman.

Any prolonged disruption could therefore have wider consequences for crude oil supplies, shipping costs and global energy prices.

The ongoing standoff has already contributed to concerns in international markets, with oil prices responding to developments surrounding the Strait and US-Iran negotiations.

No Immediate Resolution

For now, Washington and Tehran remain sharply divided over the status of the waterway.

Trump maintains that the United States has established control and intends to keep it, while Iranian authorities insist that the Strait remains blocked and that reopening it depends on Tehran’s conditions being accepted.

With diplomatic efforts yet to produce a breakthrough, the Strait of Hormuz remains at the centre of the wider US-Iran confrontation.

The United States has intensified its maritime blockade of Iran even as President Donald Trump signals a shift away from further military escalation and towards economic pressure on Tehran. The latest development comes amid growing questions over the sustainability of Washington’s military campaign and the availability of weapons for a prolonged conflict.

US Central Command said on Monday that American forces had so far disabled two vessels and redirected 55 others as part of the blockade. US troops also boarded two ships to enforce compliance with the restrictions.

The developments followed Trump's remarks that Washington was now taking a more measured approach to negotiations with Iran. Speaking to Axios, Trump said the US was “low-keying” talks while allowing economic pressure on Tehran to increase. He also claimed that Iran was facing severe economic difficulties and lacked sufficient funds to pay its military personnel.

Blockade Puts Pressure on Tehran

The US blockade has emerged as one of Washington's main tools for putting pressure on Iran without launching another major round of strikes.

Trump has argued that the restrictions are worsening Iran's economic crisis, particularly at a time when the country is already dealing with inflation and shortages. The pressure also reportedly contributed to Iran agreeing to an interim peace arrangement.

However, the effectiveness of the strategy remains uncertain. Iran has spent years adapting its economy and supply networks to Western sanctions, allowing it to maintain essential trade despite restrictions imposed by the US and its allies.

US Military Faces Limitations

The shift towards economic pressure is also taking place against the backdrop of limitations within the US military campaign.

Reports have indicated that the US missile stockpile has fallen to levels that could make a sustained large-scale campaign against Iran difficult. The shortage has emerged as one of the factors behind Trump's decision to pause a planned offensive and favour negotiations.

The situation presents the administration with a difficult choice. Continuing large-scale military operations could put additional pressure on US weapons stocks, while stepping back without securing a political agreement could be portrayed as a failure to achieve Washington's stated objectives.

Trump Under Political Pressure

The conflict is also unfolding as the US approaches the mid-term elections. Rising fuel prices and broader economic concerns have increased political pressure on the Trump administration.

Petrol prices in the US have remained above $4 per gallon, adding to cost-of-living concerns. The conflict has also contributed to economic uncertainty at a time when the American labour market was already showing signs of weakness.

Recent surveys indicate that voters are increasingly concerned about the economy, with Democrats gaining an advantage over Republicans on the issue. This could make an eventual resolution of the Iran conflict particularly important for the administration ahead of the elections.

Can Maximum Pressure Work?

Trump's renewed emphasis on economic pressure reflects his long-standing “maximum pressure” approach towards Iran. The strategy is based on the assumption that severe economic costs can eventually force Tehran to accept US demands.

There are signs that the blockade is hurting Iran. Reports have pointed to acute financial difficulties, with Iranian officials warning about pressure on food, medical supplies and other essential imports if the restrictions continue.

Yet economic pressure does not automatically translate into political capitulation.

Iran has previously demonstrated an ability to function under sanctions, while its leadership has repeatedly prioritised maintaining strategic autonomy. The country's resilience could therefore make it difficult for Washington to force a quick settlement through economic measures alone.

A High-Stakes Standoff

Trump's decision to reduce the emphasis on immediate military escalation could lower the risk of another major confrontation in the region. At the same time, the continued blockade means the pressure campaign remains active.

For Washington, the challenge will be to use economic leverage without triggering a wider regional escalation or becoming locked into an open-ended confrontation.

For Tehran, the immediate priority will be to manage the economic impact while maintaining its negotiating position.

The coming weeks are likely to determine whether Trump's pivot from military escalation to economic pressure can produce a diplomatic breakthrough—or simply prolong the confrontation with Iran.

At least 10 people have been killed in intensified Houthi attacks on Yemen's strategic Marib province, according to Yemeni officials and military sources, as fighting escalates and the United Nations warns of a growing risk of renewed large-scale conflict.

The latest violence comes after a fragile 2022 truce between the Iran-backed Houthis and Yemen's Saudi-supported government effectively unravelled last month. The renewed fighting has raised fears that Yemen could once again slide into a broader conflict after years of relative calm along several front lines.

On Thursday, at least 58 government troops were killed in Houthi missile attacks in and around Marib province, according to an army source cited by AFP.

UN Warns of Wider Conflict

UN Special Envoy for Yemen Hans Grundberg warned that the country is facing an increasingly dangerous situation.

"Today faces a greater risk of renewed large-scale conflict than at any point since the UN-brokered truce of April 2022," Grundberg said in a statement.

Against the backdrop of the wider confrontation between the United States and Iran, the UN envoy urged both sides to exercise restraint and return to what he described as good-faith negotiations.

The warning comes as the Houthis, who are backed by Iran, have stepped up military activity against forces aligned with Yemen's internationally recognised government.

Civilians Among Those Killed

A Yemeni military source told AFP that the latest Houthi attacks killed eight members of government forces and wounded 12 others.

Yemen's Health Minister Qasim Buhaibeh separately said Houthi shelling had struck residential neighbourhoods and displacement camps in Marib city.

According to an initial toll cited by the minister, two civilians were killed and 14 others wounded.

The attacks have therefore raised fresh concerns over the safety of civilians and displaced people living in areas close to the front lines.

Houthis Claim Military Targets

The Houthis said their latest strikes targeted a government military camp in Marib province.

Houthi military spokesman Yahya Saree claimed that Saudi-backed forces had been mobilising in the area and said the group's fighters had targeted the Sahn al-Jinn camp.

According to a Yemeni military source cited by AFP, the Houthis launched more than 10 missiles and seven one-way attack drones against military positions in Marib.

The source spoke anonymously because of the sensitivity of the military operations.

The Houthis have portrayed the attacks as a response to what they describe as a Saudi-backed military build-up in the province.

Saudi Coalition Issues Warning

A source close to the Saudi military said the Saudi-led coalition supporting Yemen's government since 2015 would not remain passive in the face of the latest Houthi attacks.

The source described Marib as a "red line" and warned that Saudi authorities would not accept a Houthi takeover of the province.

At the same time, the source said the coalition did not seek further escalation.

The statements indicate the possibility of a wider military response if the Houthis continue their offensive in the strategically important region.

Why Marib Matters

Marib is one of Yemen's most strategically important provinces because of its energy resources and location.

The province is divided between the Houthis and forces aligned with the Yemeni government. Government forces retain control of Marib city as well as key oil fields and energy facilities.

The Houthis launched a renewed offensive to capture the energy-rich province in 2021. However, fighting largely subsided following the 2022 truce.

The latest escalation threatens to reopen one of Yemen's most important battlefronts.

Truce Gives Way to Escalation

Yemen has been caught in a devastating conflict for more than a decade, with the Houthis controlling large parts of the country, including the capital, Sanaa.

The group's involvement in the broader US-Iran confrontation has further complicated the situation.

Last month, the Houthis welcomed an Iranian aircraft into Sanaa, triggering a series of retaliatory actions. The group subsequently announced a maritime blockade targeting Saudi Arabia and began attacking tankers, further increasing regional tensions.

Earlier last month, Houthi fighters also killed 16 soldiers in an attack on government-aligned forces south of the port city of Hodeidah, according to medical officials.

With fighting now intensifying around Marib, the UN's warning of a renewed large-scale conflict has added urgency to calls for restraint and a return to negotiations.

For Yemen, the latest escalation raises the prospect of another prolonged period of fighting, with civilians and displaced communities once again facing the greatest risks.

US President Donald Trump has expressed confidence that the ongoing conflict involving the United States and Iran could end "pretty soon," even as military tensions continue across the Middle East and global markets remain on edge.

Speaking to reporters in Washington, Trump dismissed reports suggesting the US was facing ammunition shortages, asserting that the country possesses an "unlimited supply" of weapons and remains fully prepared for any escalation.

"We are in very good shape. We have literally massive amounts of ammunition," Trump said.

Trump Optimistic About Conflict

The US President said he believes the conflict cannot continue indefinitely, arguing that Iran "can't go much longer" under the current circumstances.

His remarks come amid continued military exchanges and heightened regional instability involving Iran, Israel and Iran-backed armed groups across West Asia.

Despite his optimistic outlook, there has been no official announcement regarding ceasefire negotiations or a formal diplomatic breakthrough.

Iran Accuses US of Economic Pressure

Iranian President Masoud Pezeshkian accused the United States of maintaining "maximum pressure" through sanctions and economic restrictions.

He claimed that recent attacks had severely affected Iran's energy infrastructure, resulting in the loss of nearly 230 million cubic metres of natural gas production per day.

Pezeshkian, however, maintained that coordinated governance and regional cooperation had helped Iran manage the crisis despite continued military pressure.

Violence Continues Across the Region

The broader regional conflict showed little sign of easing.

In occupied Jerusalem, Hamas condemned Israeli military operations targeting towns and refugee camps, including the Qalandiya refugee camp, accusing Israel of escalating violence against Palestinians.

Meanwhile, Israel confirmed that two Israeli soldiers were killed in an explosion in southern Lebanon, marking the first Israeli military fatalities since a ceasefire with Hezbollah came into effect.

Israeli authorities said operations in southern Lebanon have continued despite the fragile truce.

Saudi Arabia, France Discuss Regional Security

Regional diplomatic activity also intensified as Saudi Crown Prince Mohammed bin Salman and French President Emmanuel Macron held discussions on Middle East security and freedom of navigation in the Red Sea.

According to Saudi state media, the leaders reviewed regional stability and ongoing efforts to protect maritime routes following attacks linked to Yemen's Iran-backed Houthi movement.

Oil Prices Rise on Strait of Hormuz Concerns

Global oil markets reacted to the continued uncertainty, with Brent crude rising to around $83.48 per barrel after reports of Iranian military activity targeting what Tehran described as "hostile targets" near the Strait of Hormuz.

The strategic waterway remains one of the world's most important energy shipping routes, and any disruption has the potential to impact global crude supplies.

Reports also suggested Iran is exploring diplomatic efforts through Oman to ease maritime tensions in the region.

Conflict Continues to Shape Global Outlook

Although President Trump has indicated that the conflict could conclude in the near future, military operations, diplomatic engagements and energy market volatility continue to reflect the fragile security situation across West Asia.

Analysts say developments in the coming days—including any progress in negotiations or further escalation on the ground—will be closely watched by governments and financial markets worldwide.

Diplomatic Push Gains Momentum

Fresh diplomatic efforts to restore shipping through the strategically important Strait of Hormuz gathered pace on Wednesday, with both the United States and Iran signalling progress in Oman-mediated negotiations. However, Tehran made it clear that any agreement with Oman alone would not immediately lead to the reopening of the vital maritime route. (Reuters)

The latest developments come as global markets closely monitor the conflict, with the Strait of Hormuz remaining one of the world's most critical oil transit chokepoints.

Iran Rules Out Immediate Reopening

According to Iranian state media, discussions between Tehran and Muscat are focused exclusively on future navigation arrangements and are "completely unrelated" to direct negotiations with the United States.

Iranian officials said the Strait would remain closed even if an understanding is reached with Oman, arguing that broader issues, including what Tehran describes as US actions in the region, must first be resolved before commercial shipping can resume normally. (Al Jazeera)

US Optimistic About Breakthrough

The United States has projected greater optimism over the ongoing talks.

US Secretary of State Marco Rubio said negotiations have made progress, although no final agreement has yet been reached. Treasury Secretary Scott Bessent suggested an interim deal could be finalised "today or tomorrow," while President Donald Trump said discussions with Iran were moving in a positive direction and expressed hope that the Strait of Hormuz would reopen soon. (Reuters)

Washington has maintained that restoring freedom of navigation through the Strait remains an immediate priority, alongside longer-term discussions concerning Iran's nuclear programme.

Shipping Activity Remains Limited

Despite diplomatic progress, commercial shipping through both the Strait of Hormuz and the Bab al-Mandeb continues to operate below normal levels.

Shipping data showed only limited vessel movements, reflecting continued security concerns among global maritime operators as negotiations continue. The disruption has affected international energy markets and global supply chains over recent months. (Al Jazeera)

Regional Tensions Continue

The negotiations come amid continued instability across the region.

On Tuesday, Yemen's Houthi movement claimed responsibility for a missile attack on a Saudi oil tanker in the northern Red Sea, underscoring the broader security risks facing commercial shipping beyond the Strait of Hormuz. Separately, diplomatic talks between Israel and Lebanon continue over troop withdrawals and regional security arrangements. (Al Jazeera)

Markets Await Final Agreement

Financial markets have reacted cautiously to the diplomatic developments. Oil prices steadied after recent declines as investors weighed the possibility of a breakthrough that could restore one of the world's busiest maritime trade routes.

While both Washington and Tehran have acknowledged progress, officials on both sides stressed that no final agreement has been concluded, leaving uncertainty over when commercial traffic through the Strait of Hormuz will fully resume. (Reuters)

The conflict between the United States and Iran intensified on Friday after an unidentified projectile struck a commercial tanker off the coast of Oman, leaving the vessel disabled and raising fresh concerns over maritime security in one of the world's busiest energy corridors. The latest incident came as US President Donald Trump warned that Washington was prepared to respond "very hard" against Iran, while reports suggested the US military was weighing additional strikes in the coming days.

According to the United Kingdom Maritime Trade Operations (UKMTO), the tanker was hit approximately 11 nautical miles northeast of Limah, Oman. The projectile damaged the vessel's engine room, leaving it without propulsion. Regional coast guard authorities have launched an investigation into the incident. No casualties or oil spill have been reported so far.

The attack adds to growing instability around the Strait of Hormuz, a strategic waterway through which nearly one-fifth of the world's crude oil supply passes. Maritime intelligence firm Kpler reported that vessel traffic through the strait dropped sharply, with only five ships transiting on Thursday compared to 22 the previous day, reflecting increasing concerns among global shipping operators.

Trump Signals Possible Military Escalation

Speaking during a Cabinet meeting, President Donald Trump reiterated that the United States remained prepared to intensify military pressure on Iran if necessary.

"We will be hitting them very hard," Trump said, expressing frustration over stalled diplomatic efforts. However, US defence officials indicated that military options remain under review and that no final decision has been taken regarding fresh strikes.

According to reports, the Pentagon has prepared multiple operational scenarios, including strikes targeting Iranian missile infrastructure and military facilities. However, officials continue to weigh the geopolitical and economic consequences of any expanded military campaign.

Iran Issues Strong Warning

Iranian officials responded by warning that any new American military action would trigger a broader response targeting critical US and Israeli infrastructure.

Iranian Parliament Speaker Mohammad Bagher Ghalibaf claimed the country had emerged stronger from the ongoing conflict and stressed that Iran was prepared for future challenges. Tehran has maintained that it will continue defending its strategic interests while accusing Washington of escalating regional instability.

Middle East Conflict Continues to Widen

The broader regional crisis also showed no signs of easing.

In Lebanon, Prime Minister Nawaf Salam condemned recent Israeli military operations in southern Lebanon, describing them as a violation of the ceasefire agreement and Lebanese sovereignty. Lebanese President Joseph Aoun simultaneously announced plans to expand army deployment across southern Lebanon as Israeli forces gradually withdraw from certain positions.

Meanwhile, violence continued across the occupied West Bank, where Israeli military operations resulted in additional arrests during raids around Nablus. Palestinian news agency Wafa reported that several homes were searched and temporary military interrogation centres established during the operations.

Yemen's Houthi movement also claimed that its maritime blockade had forced several Saudi oil tankers to alter their routes, although independent verification of those claims remains unavailable.

Energy Markets Under Pressure

The continuing instability across the Gulf has kept global energy markets on edge. Analysts warn that prolonged disruption to shipping routes around the Strait of Hormuz could place further pressure on international oil prices, inflation and supply chains.

The latest attack on commercial shipping is expected to renew concerns among insurers and shipping companies already facing elevated security risks across the region.

With military activity increasing, diplomatic channels showing little progress and strategic waterways facing growing threats, the Middle East remains on high alert as the international community watches closely for the next developments.

Regional tensions intensified on Wednesday after Iran launched missiles toward Jordan, Bahrain, and Kuwait in the aftermath of recent US military strikes. Jordan's armed forces said their air defence systems successfully intercepted several incoming missiles, preventing casualties and damage, as the United States reiterated its willingness to pursue diplomacy while warning that it would continue to defend its interests and allies.

According to Jordan's state-run Petra News Agency, the country's air defence systems detected six missiles launched from Iranian territory. Military officials said four missiles were intercepted after entering Jordanian airspace, while the remaining two landed in remote, uninhabited areas without causing injuries or property damage.

Jordan's military confirmed that no casualties or material losses were reported and stated that security agencies continue to monitor the situation closely.

Regional Security Concerns Rise

The missile launches came amid heightened tensions across the Middle East following recent US strikes targeting Iranian-linked facilities. Although authorities in Bahrain and Kuwait have not immediately reported any direct damage, regional security agencies remain on high alert amid fears of further escalation.

The latest developments have prompted concerns about the potential for a broader regional conflict, with Gulf nations closely monitoring the evolving security situation.

Rubio: US Ready for Diplomacy

Speaking during the ASEAN Foreign Ministers' Meeting in Manila, Philippines, US Secretary of State Marco Rubio said Washington remains prepared to engage in diplomatic talks with Tehran but questioned Iran's willingness to negotiate.

"Our biggest problem right now is that they're not serious about negotiating. If they are serious, we will be too. If not, we will do whatever is necessary to protect our interests and the interests of our allies," Rubio said.

His remarks underscored the Biden administration's position that diplomacy remains the preferred path, provided Iran demonstrates a genuine commitment to negotiations.

Diplomatic Window Remains Open

Despite the exchange of military actions, US officials continue to maintain that diplomatic engagement remains possible. However, Washington has also indicated that it will respond decisively to threats against American personnel, military assets, and allied nations in the region.

The latest missile incident highlights the fragile security environment in the Gulf, where any further escalation could have significant implications for regional stability, global energy markets, and international diplomacy.

International Community Watching Closely

The growing confrontation between the United States and Iran has drawn international attention, with several countries urging restraint and calling for renewed diplomatic efforts to prevent a wider conflict.

Security analysts note that continued military exchanges risk increasing instability across the Middle East, making diplomatic engagement increasingly critical in the coming days.

Fresh airstrikes, maritime blockade, and threats against Iran's infrastructure deepen regional tensions as Tehran accuses the US of war crimes at the United Nations.

The United States has carried out military strikes against Iran for the fourth consecutive day, significantly escalating tensions in West Asia despite recent diplomatic efforts aimed at reducing hostilities. Alongside sustained air operations, Washington has imposed a renewed maritime blockade on Iranian ports, intensifying pressure on Tehran to return to negotiations over its nuclear programme and regional security issues.

US President Donald Trump warned that military operations would continue unless Iran resumed talks, indicating that American forces could expand their campaign to include strategic infrastructure.

Speaking to Fox News, Trump said the United States would continue striking Iranian targets and warned that power plants and bridges could become future targets if diplomatic efforts failed.

"We will continue until a deal is reached," Trump said, adding that ground operations remained an option if required, though any such move would likely involve allied support.

Fresh Strikes Across Southern Iran

According to the US Central Command (CENTCOM), American fighter aircraft, naval assets and drones conducted nearly seven hours of coordinated military operations targeting missile launch sites, drone facilities, coastal defence systems and naval installations near the Strait of Hormuz and southern Iranian coastline.

Explosions were reported in multiple locations, including the coastal city of Sirik, although the full extent of the damage has not been independently verified.

The United States has also reimposed restrictions on vessels entering and leaving Iranian ports, effectively restoring a naval blockade that officials say is intended to limit Iran's military logistics and increase economic pressure.

Iran Responds With Regional Threats

Iran has strongly condemned the latest US military action, accusing Washington of violating previous understandings and deliberately targeting civilian infrastructure.

In a letter addressed to United Nations Secretary-General António Guterres, Iran's Permanent Representative Amir Saeid Iravani described the United States as the "aggressor" in the conflict and alleged that recent attacks amounted to war crimes and crimes against humanity.

Iran's Islamic Revolutionary Guard Corps (IRGC) claimed responsibility for missile and drone attacks targeting US military facilities in Bahrain, Kuwait and Jordan, though these claims have not been independently confirmed.

The IRGC also warned that regional energy infrastructure and oil export routes associated with the United States and its allies could become legitimate targets if hostilities continued.

Tehran further declared that the Strait of Hormuz would remain closed until what it described as "US acts of aggression" came to an end, raising concerns over global energy supplies.

Regional Security Concerns Grow

Jordan said its air defence systems intercepted three ballistic missiles that entered its airspace from Iran.

Meanwhile, the United Nations Security Council voted to extend monitoring of Houthi attacks in the Red Sea for another six months, reflecting growing concerns over maritime security throughout the region.

The resolution received support from 13 members of the Security Council, while China and Russia abstained.

Political Divisions Deepen in the US

The expanding conflict has also intensified political debate in Washington.

Several Democratic lawmakers have announced support for proposals aimed at ending US military assistance to Israel, arguing that American military involvement across the region should be reassessed.

Representative Greg Casar backed efforts to halt additional military funding, while Congressman Ro Khanna said he would oppose further aid packages linked to ongoing military operations in Gaza.

Key Flashpoints Behind the Crisis

The renewed confrontation stems from multiple unresolved disputes, including Iran's nuclear programme, US economic sanctions, maritime security in the Strait of Hormuz, and broader competition for strategic influence across West Asia.

Approximately one-fifth of global crude oil supplies transit through the Strait of Hormuz, making any disruption to shipping a significant concern for international energy markets.

As military operations continue on both sides, diplomatic channels remain stalled, with no immediate indication that negotiations will resume.

EU Warns US-Iran Tensions Trapped in Dangerous Zone Between War and Peace

The United States carried out fresh military strikes on an Iranian site near the strategic port city of Bandar Abbas early Thursday, escalating tensions in the fragile US-Iran ceasefire. US Central Command confirmed the action, saying its forces downed four Iranian attack drones and hit a ground control station preparing to launch another.

Iranian media reported explosions east of Bandar Abbas, close to the Strait of Hormuz, though local authorities said there were no immediate casualties or major damage. The Islamic Revolutionary Guard Corps (IRGC) claimed it responded by targeting an “American airbase,” according to semi-official Tasnim news agency.

Strikes Follow Drone Threats

The US operation marked the second strike this week on Iranian targets. CENTCOM described the drones as posing a direct threat to maritime traffic around the critical chokepoint. Iranian sources, meanwhile, linked the incident to an alleged confrontation involving a US tanker attempting to cross the Strait of Hormuz without coordination.

Shipping data from LSEG and Kpler showed three large tankers — two supertankers and one LNG carrier — had passed through the strait earlier in the week with transponders switched off, heading toward India and China. Oil prices reacted sharply, with Brent crude climbing above $95 per barrel amid fresh uncertainty.

EU Sounds Alarm on Fragile Peace

In Cyprus, European Union foreign policy chief Kaja Kallas expressed deep concern over the flare-up. Speaking to reporters at a meeting of EU foreign ministers, she said the US and Iran were caught in a “very dangerous zone” between war and peace.

“They are right now in between this very dangerous zone of war and peace, and it is not in anybody’s interest that this war continues,” Kallas said. Her remarks came as both sides traded accusations despite ongoing diplomatic efforts.

Trump Administration’s Stance

US President Donald Trump convened a cabinet meeting at the White House to discuss the situation. He has repeatedly linked any potential deal with Iran to broader regional normalisation, including expansion of the Abraham Accords to more countries such as Saudi Arabia and Egypt. Secretary of State Marco Rubio reiterated that Washington seeks a diplomatic path but will not allow Iran to develop nuclear weapons.

Iranian officials, including Deputy Secretary of Iran’s Supreme National Security Council Ali Bagheri Kani, demanded the unconditional release of frozen Iranian assets, calling it the “legal right” of the Iranian people.

Energy Markets and Global Ripple Effects

The renewed hostilities are already reshaping global energy strategies. International Energy Agency chief Fatih Birol noted that the conflict has forced countries to seek alternative supply routes and bolster domestic production, warning of the biggest energy security crisis in decades.

In Asia, stock markets opened lower while oil futures surged. Traders remain wary as traffic through the Strait of Hormuz — a vital artery for global crude — stays severely limited compared to pre-conflict levels.

Regional Fallout Widens

The US-Iran exchanges come amid continued Israeli military operations in southern Lebanon, with fresh strikes reported in Tyre and Nabatieh, and new displacement orders issued by the Israeli army. However, the latest developments around Bandar Abbas have shifted immediate international focus back to the Gulf.

Local residents in Bandar Abbas reported hearing loud explosions in the morning, with Iranian air defence systems briefly activated. Iranian state media described the situation as under control.

What Lies Ahead

Diplomatic channels between the US and Iran remain active, though both sides appear locked in a tense standoff. Analysts say any sustained ceasefire will require significant concessions on sanctions, nuclear issues, and regional proxy conflicts.

For now, the situation in the Strait of Hormuz and surrounding waters remains highly volatile, with implications stretching far beyond the Middle East — affecting energy prices, shipping safety, and global economic stability.