The Strait of Hormuz is effectively reopening — but not for everyone.

Iranian Foreign Minister Abbas Araghchi made it clear: “the Strait of Hormuz is open… but only closed to American [and] Israeli ships”, adding that vessels from other nations are still free to pass.

And that’s exactly what’s happening. In recent days, ships linked to France, Japan, and India have successfully crossed the strait — including a French container vessel and Japanese and Indian tankers — signaling a selective reopening under Iran’s terms.

The message from Tehran is unmistakable: this isn’t a full blockade — it’s a targeted restriction aimed specifically at the U.S. and Israel, while much of the rest of the world resumes critical trade through one of the most important energy chokepoints on Earth.

With roughly 20% of global oil supply flowing through this narrow passage, who gets access — and who doesn’t — is now shaping not just the war, but the global economy.
The Strait of Hormuz is effectively reopening — but not for everyone. Iranian Foreign Minister Abbas Araghchi made it clear: “the Strait of Hormuz is open… but only closed to American [and] Israeli ships”, adding that vessels from other nations are still free to pass. And that’s exactly what’s happening. In recent days, ships linked to France, Japan, and India have successfully crossed the strait — including a French container vessel and Japanese and Indian tankers — signaling a selective reopening under Iran’s terms. The message from Tehran is unmistakable: this isn’t a full blockade — it’s a targeted restriction aimed specifically at the U.S. and Israel, while much of the rest of the world resumes critical trade through one of the most important energy chokepoints on Earth. With roughly 20% of global oil supply flowing through this narrow passage, who gets access — and who doesn’t — is now shaping not just the war, but the global economy.
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