Iran has remained on message in the last several weeks despite a few serious flare-ups in tit-for-tat fighting and missile and drone exchanges with US forces, also including Iranian strikes on at least two foreign shipping vessels which refused to heed Tehran's 'rules'.
Hormuz will not return to its pre-war status, Iranian officials insist, even as negotiations are still happening, but are stalled in terms of direct interactions with the American delegation led by Witkoff and Kushner in Qatar. Tehran’s position is that US-Israeli war on Iran forever changed the rules of passage. Safe navigation can no longer be treated as a free service, when Iranian infrastructure is threatened, Tehran has maintained.
The Iranians have been in high level talks with Oman, the coast on the other side of the Hormuz chokepoint passageway, even while Washington brings immense pressure on its southern Arabian ally not to comply - threatening punishment and repercussions.
via ReutersConcerning the (nuanced, shall we say) Omani position, its Foreign Minister Badr bin Hamad Al Busaidi has sought to clarify in a new interview that the Sultanate opposes imposing transit fees on ships passing through the Strait of Hormuz, saying it will uphold international maritime law.
However, it seems Oman is still largely in Iran's corner when it comes to jointly collecting "fees" of some kind, and like with much that we've seen of Iran-focused international statements and negotiations, some word games are being played - and wrangling over definitions:
FM Al-Busaidi said Oman opposes tolls on transit itself, which he said are “prohibited” under international law, but drew a “clear distinction between transit fees and maritime, environmental, and navigational services that may be discussed voluntarily with the benefiting states and companies,” the same distinction Iran has invoked to justify proposed “service fees.”
So the word "toll" might be nixed and replaced by talk of "environmental" and "navigational services" fees. It's akin to hotels in various Western cities charging hidden and ambiguous "city" and an "admin/hotel tax" or other ambiguous hard to nail down "fees" - which are often hefty and leave patrons confused and outraged.
The Omani FM claimed that Oman and Iran have agreed that any future arrangements for the strait will remain within international law and the "rights" of the coastal states. So clear enough 'legal loopholes' are being established here - enough to drive a truck through and raise the ire of Washington.
The fuller outline of the Omani plan:
Hormuz Scoop: Oman recently delivered a formal proposal to the United States and other Western allies that outlined a plan in which shipping companies would pay service fees to use the strait, according to the Iranian official and a regional diplomat.https://t.co/bjjgK1KjYk
— Vivian Nereim (@viviannereim) June 30, 2026But it could be that the Trump administration, eager to end the war - or that is, this little 'excursion' in the Middle East and thus bring oil prices back to permanent pre-war levels, might in the end play ball with the Iranians and Omanis on the issue.
After all, the alternative is resumption of full war and thus escalating crude and energy prices globally - and that's precisely the kind of economic and political leverage the Iranians are counting on. There might be plenty of US willingness to look the other way to get energy transit flowing once again.
Tyler Durden Tue, 06/30/2026 - 12:40