June 30, 2026 — Daily Digest¶

Status: POLITICAL FRICTION — Oman vs. Iran on Strait Administration¶

Key Developments¶

Oman-Iran Strait Fee Dispute¶

• Oman's proposal: Create a fund for "maritime services" financed by voluntary donations from shipping/energy companies
• Iran's position: Mandatory fees on vessels transiting Strait of Hormuz
• Oman and other Gulf states oppose Iranian control of strait
• Iran rejected Omani voluntary fund proposal

NYT Reporting¶

• Oman proposes Strait of Hormuz fee plan
• Under proposal, Iran and Oman would jointly collect payment for ships passing through
• This represents a fundamental shift from pre-war US-backed free passage

Legal Position¶

• Any Iranian mandatory toll scheme would violate UNCLOS, which forbids bordering states from restricting transit passage or imposing transit charges
• MoU requires Iran to engage with Oman to determine "future administration" of strait

Production Recovery¶

• Saudi Arabia ramping up shipments through Hormuz post-MoU
• Iranian production climbing toward 1.5 MMBbl/d

Sources¶

• NYT (June 30, 2026) — "After U.S.-Iran War, Oman Is Said to Propose Strait of Hormuz Fee Plan"
• ISW-CTP Iran Update (July 3, citing WSJ reporting from July 2)
• CNBC (July 2) — Ghalibaf: "The sovereignty of the Strait of Hormuz lies with Iran and Oman"