David McHugh, Konstantin Toropin and Michael Biesecker
Updated ,first published
The US and Iran are considering a two-week ceasefire extension to allow more time to negotiate a peace deal, according to a person familiar with the matter, reducing the risk of renewed fighting despite an intensifying stand-off over the Strait of Hormuz.
With the initial truce due to expire next week, mediators are seeking technical talks to overcome the most contentious issues preventing a longer-term agreement, said the person, who asked not to be identified discussing sensitive matters. Those include reopening Hormuz, and the future of Iran’s nuclear program.
Fighting between the US and Iran has been on hold since about April 8, shortly after a two-week ceasefire was announced by President Donald Trump the previous evening. An initial round of peace talks was held in Pakistan last weekend, though participants including US Vice President JD Vance departed without a deal.
White House press secretary Karoline Leavitt said the US had not “formally requested an extension of the ceasefire” with Iran.
“At this moment, we remain very much engaged in these negotiations, in these talks,” Leavitt said, adding that there are “discussions” about more talks being held in-person “but nothing is official until you hear it from us here at the White House.”
She said that the possible next rounds of talks “would very likely” be in the Pakistani capital of Islamabad, as they were previously.
Meanwhile, in a development in the war’s other front, Trump wrote late on Wednesday on Truth Social that leaders from Israel and Lebanon would speak the next day in a renewed effort to broker a ceasefire, after the countries’ first direct talks in decades ended the previous day in Washington without a deal.
It was not clear what leaders Trump was referring to. The Israeli prime minister’s office did not immediately respond to the comment, which was posted before dawn in Israel and Lebanon.
With the Strait of Hormuz the key point of friction between the US and Iran, China’s foreign minister told his Iranian counterpart that reopening of the waterway, critical to global fuel supply, was an international demand.
Wang Yi told Abbas Araghchi in a phone call that Iran’s sovereignty, security, and legitimate rights should be respected as a littoral state of the Strait of Hormuz, but freedom of navigation and safety through the strait should be ensured.
“Working to resume normal passage of the strait is a unanimous call from the international community,” Wang was quoted as saying in a government statement late on Wednesday (Australian time).
For the moment, the US Navy’s sea blockade against Iran appears to be doing its job.
Iran-linked or sanctioned vessels that have left the Persian Gulf through the strait have stopped or turned around, shipping data firms say. They appear to have jammed or faked their locations in some instances, complicating an uncertain and risky shipping situation.
The blockade that was ordered by US President Donald Trump and started on Monday had been “fully implemented” by Tuesday, US Central Command Head Admiral Brad Cooper said. “US forces have completely halted economic trade going in and out of Iran by sea.”
Despite early doubts about how the US would pull off the operation, it could now put serious pressure on the Iranian economy, while Tehran’s earlier cut-off of the waterway crucial to oil and gas supplies has sent energy prices higher during the war with the US and Israel.
The Wall Street Journal even reported that Iran’s shadow fleet – the network of vessels that has been critical to helping it evade sanctions – had met its match in the blockade.
How the US Navy is enforcing the blockade
The blockade is being enforced “impartially against all vessels of all nations entering or leaving coastal areas or ports in Iran,” US Central Command said. Vessels avoiding Iranian ports are not affected.
The military set up the blockade in the Gulf of Oman beyond the strait, a US official said. The official, who spoke on condition of anonymity to discuss sensitive military operations, said the strategy is to observe vessels subject to the blockade leave Iranian facilities and clear the strait before intercepting them and forcing them to turn around.
The official said that the military relies on more than just automated tracking beacons that all merchant ships are required to carry, called AIS, to determine merchant ships were coming from a port in Iran, but wouldn’t go into more detail, citing the need for operational security.
Ships turn around as traffic adjusts
US Central Command said on Wednesday (Washington time) that no vessels have made it past its forces during the first 48 hours of the blockade.
It noted that 10 vessels had complied with directions to turn around and return toward an Iranian port or Iran’s coastal area. Navy warships are telling merchant ships that they are ready to board them and use force to compel compliance.
On Tuesday, the first full day of the blockade, only eight vessels, most of them linked to Iran or sanctioned, transited the strait, said Ana Subasic, trade risk analyst at data and analytical firm Kpler. The environment is still considered “extremely high risk” despite the ceasefire, she said.
“Most of the vessels have appeared to halt or have reduced movement after clearing the strait,” she said, “which tells us that the effect of the blockade is starting to show up because most of these vessels that have crossed have some kind of history with carrying Iranian-origin sanctioned cargo.”
The Rich Starry, a Chinese-owned tanker previously sanctioned by the US for smuggling Iranian petroleum products, left the strait and then turned back this week, according to publicly available ship-tracking data.
Radio transponder data for the vessel, which is sailing under the flag of the landlocked East African nation of Malawi, shows it entered the Persian Gulf on April 4 empty of cargo. It turned off its transponder for more than a week, a tactic smugglers often use called “running dark” to avoid showing its location.
The Rich Starry’s signal popped back up off the United Arab Emirates on Monday, laden with oil, though it is possible the ship wasn’t transmitting its accurate location. Smugglers sometimes “spoof” their locations by transmitting inaccurate co-ordinates.
The ship went through the strait on Monday night before abruptly reversing course in the Gulf of Oman on Tuesday, heading back through the strait and toward Iran’s coast on Wednesday.
Other Iran-linked tankers transited the strait this week, only to stop. For example, the oil-products tanker Elpis left Iranian waters on Monday and passed through the strait before cutting its engines in the Gulf of Oman, tracking data shows. The ship turned off its radio transponder on Tuesday and its current location couldn’t be independently verified.
Maritime intelligence firm Windward said that vessel behaviour was “indicating a fragmented and uneven response to the blockade” as sanctioned and false-flagged vessels continued to be active, some transiting the strait, others delaying or reversing course.
Trying to break Iran’s chokehold
Iran has blocked the strait by threatening to attack shipping, cutting off what is typically 20 per cent of the world’s daily oil consumption, sending oil prices sharply higher and leading to warnings about higher inflation and recessions in leading economies.
Vessels were hit with aerial and undersea drones as well as unknown projectiles, killing 11 crew members. While those attacks have dwindled, the risk of navigating the area means that ship traffic has dropped by more than 90 per cent.
Some of that blocked oil is making it out of Gulf nations through pipelines to the Red Sea and the Gulf of Oman. But those pipelines can’t make up for the effective closure of the strait.
Iran has also started vetting and collecting money from the few vessels daring to pass. Vessels must submit detailed information on cargo and crew to the paramilitary Revolutionary Guard and pay a $US1 fee per barrel of oil or fuel products before being allowed to pass, according to Kpler.
A non-Iran-linked, Malta-flagged vessel was the first crude oil carrier to head west through Strait of Hormuz since the US blockade started, according to global shipping tracking monitor Marine Traffic. It is only the second Very Large Crude Carrier – or VLCC – observed making an inbound transit since the early days of the war.
The VLCC Agios Fanourios I – which is not blacklisted – is expected to arrive on Thursday in Basra, Iraq, where ports are not under US blockade. Marine Traffic said the vessel attempted a transit again after anchoring in the Gulf of Oman for nearly two days.
Tehran has claimed that one of its own oil supertankers had broken the US blockade, Bloomberg reported. Although it didn’t name the ship, it may have been referring to the Alicia, an empty US-sanctioned ship that made an inbound transit on Wednesday.
The US blockade has a rule book
The terms of the US blockade have contributed to some uncertainty. According to a notice to mariners, the blockade is being enforced in the Gulf of Oman and the Arabian Sea, not at the Strait of Hormuz. So simply passing the strait doesn’t mean a vessel beat the blockade.
“Humanitarian shipments, including food and medical supplies essential for the survival of the civilian populations” can pass with inspections.
That last provision aligns with international law on naval warfare, which bars blockades solely intended to starve civilians, according to a legal guide from the US Naval War College cited by maritime historian Sal Mercogliano, who runs a YouTube channel on shipping.
“Neutral” ships can pass – though they may be inspected – but it’s not clear what “neutral” means. The Lloyd’s List Intelligence maritime data firm said the US action “has plunged shipowners into fresh uncertainty around enforcement”.
So ships from Iranian ports can be detected passing the strait – and still face the risk of being stopped further out. Container ships heading for Iranian ports could be allowed in or out if they’re carrying food – or not, if they’re carrying other goods.
Iran says it would halt Gulf trade if blockade doesn’t end
Unless Iran can export oil, available storage will fill up and it will have to shut down wells that are difficult to restart. Additionally, Iran imports gasoline since it lacks the refinery capacity to turn its own oil into fuel.
The commander of Iran’s joint military command, Ali Abdollahi, warned on Wednesday that Iran would completely block exports and imports across the Persian Gulf region, the Sea of Oman and the Red Sea if the US does not lift its blockade on Iranian ports.
“Iran will act with strength to defend its national sovereignty and its interests,” he said. He added that the US blockade is “a prelude to violating the ceasefire”.
AP, Bloomberg
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