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Thursday, July 09, 2026

Iran: Strait of Hormuz Will Only Open

With 'Iranian Arrangements'


Tehran — July 9, 2026

Iran's chief negotiator has drawn a hard line over control of the Strait of Hormuz, declaring that the vital oil and gas corridor will reopen only on Tehran's own terms — a stance that has become the central

flashpoint threatening to collapse the fragile ceasefire with Washington and reignite the wider war.

The Statement

Mohammad Bagher Ghalibaf, who serves as both Iran's Parliament Speaker and its lead negotiator in talks with the United States, made the declaration in a post on social media platform X as U.S. and Iranian forces traded a fresh round of strikes this week. He warned Washington not to flail around pointlessly, cautioning that the Strait of Hormuz will only open with "Iranian arrangements," not American threats. In a related post, Ghalibaf wrote that any strike against Iran would be met with retaliation, reiterating that the strait would open only through arrangements set by Tehran.

Ghalibaf accused Washington of a string of violations of the June 17 memorandum of understanding that had underpinned the ceasefire, including interference with Iran's arrangements for shipping through the strait, continued threats of further strikes, the reimposition of oil sanctions, and attacks on southern Iran. He also invoked what he described as continued Israeli aggression in Lebanon as part of the pattern of bad faith he attributed to the U.S. side. In blunter terms elsewhere, Ghalibaf said Iran would not fold on the issue and declared that the era of bullying and extortion was over.

Why the Strait Matters

The Strait of Hormuz is one of the world's most critical maritime chokepoints, carrying roughly a fifth of global oil consumption and a substantial share of the world's liquefied natural gas exports. Since the U.S.-Iran memorandum was signed, the two sides have clashed repeatedly over who effectively controls passage through the waterway. Iran maintains it holds sovereign authority over the strait and has insisted that commercial vessels use only routes it has explicitly approved, at times attacking ships that instead used a southern route closer to the Omani coast. An Iranian official has additionally suggested that vessels transiting the strait should pay "maritime service fees" to the Islamic Republic — a demand the U.S. and Gulf Arab states reject outright, insisting that international transit rights cannot be made contingent on Tehran's approval.

According to reporting on the dispute, Iranian leaders have increasingly come to see control of Hormuz as their most potent remaining source of leverage over Washington, calculating that any concession on the strait could invite even broader demands over Iran's nuclear and missile programs. That calculus appears to have hardened as U.S. sanctions waivers failed to meaningfully help Iran sell oil — financial institutions remained reluctant to process transactions tied to Iran even under temporary waivers — while hundreds of tankers used the southern route near Oman rather than Tehran's preferred corridor, eroding Iran's practical control over shipping in the strait.

Escalation on the Ground

Ghalibaf's warning came against the backdrop of intensifying military exchanges. U.S. Central Command said its forces completed a second round of strikes on July 8, hitting roughly 90 Iranian military targets, including air defense systems, coastal surveillance assets, missile and drone storage sites, naval capabilities and logistics infrastructure — following a first wave the night before that struck about 80 targets, including more than 60 Revolutionary Guard small boats. Explosions were reported at Kharg Island, a major Iranian oil export hub, as well as at Bandar Abbas, Sirik and Qeshm Island. Iran's Khatam Al Anbiya Central Headquarters condemned the strikes as a blatant act of aggression, noting they came while the country was still holding funeral ceremonies for slain Supreme Leader Ayatollah Ali Khamenei.

Vice President JD Vance underscored Washington's position on Wednesday, stating plainly that the strait must remain open and warning that any Iranian attempt to close it would draw a military response. A U.S. official told reporters the administration believes it now has more room to escalate, since hundreds of tankers have successfully exited the Gulf via the strait in recent weeks, easing fears that renewed conflict would trigger an immediate oil-price shock. The same official suggested the current flare-up may stem partly from frustration among more hardline factions within Iran's leadership, who feel the memorandum has yielded little tangible benefit for Tehran — noting that no frozen Iranian funds have been released, since Iran has not yet taken the nuclear-related steps the agreement requires.

What Comes Next

President Trump, addressing the standoff from the NATO summit in Ankara, said Iranian officials had reached out wanting to make a deal, though he expressed skepticism about whether Tehran could be trusted to honor one. Iranian officials did not immediately confirm any direct outreach to Washington. With both sides now locked in a standoff over who ultimately governs passage through Hormuz — rather than simply whether the strait reopens at all — diplomats and energy markets are bracing for the dispute to remain the central obstacle to any durable end to the conflict.

This report reflects developments as of July 9; the situation around the Strait of Hormuz remains fluid and subject to rapid change.

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