Iran talks — open strait, quiet coercion
Iran has declared the Strait of Hormuz open to shipping even as the U.S. says its blockade will remain until a peace deal is reached, creating a tense coexistence between resumed movement and continued military leverage. China has been stepping up diplomacy around Iran while reportedly signalling openness to taking or downgrading Iran’s enriched uranium as part of a settlement—moves being discussed ahead of the U.S.–China summit. U.S. intelligence also reports signs China may be weighing the provision of advanced radar systems to Iran, an allegation described in recent reporting. (nbcnews.com) (cbsnews.com) (reuters.com) (newsweek.com) (aol.com)
Iran said on April 17 that the Strait of Hormuz was open to commercial shipping, even as President Donald Trump said the U.S. blockade of Iranian ports would stay in place until a peace deal is finished. (nbcnews.com) Iranian Foreign Minister Abbas Araghchi said ships could pass for the remaining period of the ceasefire, but only on routes coordinated by Iran’s Ports and Maritime Organization. Trump said the blockade would remain “in full force,” and talks would continue through the weekend. (nbcnews.com) By April 18, that arrangement was already fraying. CBS reported that Iran’s joint military command said control of the strait had returned to “strict management,” and warned transit would be blocked as long as the U.S. blockade remained in effect. (cbsnews.com) The strait is the narrow sea lane between the Persian Gulf and the Gulf of Oman, and Politico reported it carries roughly 20% of the world’s oil supply. Trump’s blockade targets Iranian shipping while trying to keep the wider waterway open for everyone else. (politico.com) That split setup puts military pressure on Tehran without fully shutting the route that China, India and other major importers use for energy. Politico reported that about 40% of China’s oil passes through the strait, and NBC said oil prices fell 12% when Iran first announced it was reopening it. (politico.com) (nbcnews.com) China has been moving on the diplomatic track at the same time. Reuters reported on April 17 that President Xi Jinping is preparing for a May 14-15 summit with Trump, while Foreign Minister Wang Yi has held nearly 30 calls and meetings on the conflict and envoy Zhai Jun has visited five Gulf and Arab capitals. (reuters.com) Reuters also reported that China gets about half its fuel from the Middle East and has avoided directly condemning Trump’s conduct of the war, even after his threat that Iran could be “taken out in one night.” Beijing has instead pushed a four-point peace plan and tried to preserve its channel to Tehran. (reuters.com) One of the hardest issues in the talks is Iran’s enriched uranium stockpile. CBS reported that Trump said Iran had “agreed to everything” and would work with the U.S. to remove the material, while an Iranian Foreign Ministry spokesman told state television that Iran’s enriched uranium “isn’t going to be transferred anywhere.” (cbsnews.com) Newsweek, citing a diplomat familiar with Beijing’s thinking, reported that China has signaled it is open to taking custody of or downgrading about 970 pounds of Iran’s enriched uranium as part of a settlement. That would give negotiators a way to move the material without sending U.S. ground troops into Iran. (newsweek.com) At the same time, CBS reported that U.S. intelligence agencies detected signs China was weighing whether to provide Iran with X-band radar systems after the war began last month. U.S. officials told CBS it was unclear whether any transfer happened, and the Defense Intelligence Agency, the Central Intelligence Agency and the White House did not comment. (aol.com) So the same country now being discussed as a possible custodian for Iran’s uranium is also being scrutinized by Washington for possible military support to Tehran. The strait is partly open, the blockade is still on, and the talks are moving under that pressure. (cbsnews.com) (aol.com)