Tankers move as Iran warns Trump ‘Strait will not stay open’

Oil tankers have begun edging back through the Strait of Hormuz, but the fragile reopening comes with a blunt warning from Tehran: keep the US blockade in place, and the world’s most critical shipping lane could shut again. The first convoy in seven weeks signals movement — not stability. Markets may breathe, but the threat calculus has not shifted.

First Ships Through — But Under Watch

A cluster of tankers, including liquefied petroleum gas carriers, passed south of Larak Island in the first significant transit since war erupted between the US, Israel and Iran. More vessels are lining up behind them, according to tracking data.

The reopening follows a separate ceasefire between Israel and Lebanon, creating a narrow window for maritime traffic. But Iran now requires all ships to coordinate with its Revolutionary Guard — a new layer of control with clear military overtones.

Tehran’s Red Line Drawn in Public

Iran’s parliament speaker Mohammad Baqer Qalibaf has issued the clearest threat yet: the strait “will not remain open” if US pressure continues. Foreign minister Abbas Araqchi confirmed commercial access — but only for the duration of a 10-day truce.

Military-linked or “hostile” vessels — namely US and Israeli — remain barred. The message is calibrated: commerce may pass, but control stays with Tehran.

Trump Turns Up the Pressure Clock

US President Donald Trump has raised the stakes, warning the ceasefire could collapse within days without a broader deal. Speaking aboard Air Force One, he made clear the blockade would stay — even if diplomacy fails.

“Then we have to start dropping bombs again,” he said, tying economic pressure directly to military escalation.

Shipping Risks Still Lurking Beneath

Despite movement, uncertainty dominates. Dozens of vessels initially approached the strait before turning back, highlighting industry caution. Concerns over sea mines and unclear security guarantees persist.

The US Navy has warned the threat environment remains poorly understood. Insurers and operators are demanding clarity before fully committing.

Markets Rally — Diplomacy Still Fractured

Oil prices dipped sharply on hopes of resumed flows, while global stocks climbed. Behind the optimism, negotiations remain deeply split — especially over Iran’s nuclear programme.

Washington wants long-term restrictions. Tehran insists on sovereignty. With days to strike a deal, both sides are signalling flexibility — and preparing for failure.

Iran-US war latest: Tankers finally start moving through Strait of Hormuz as Tehran warns Trump over US blockade | The Independent