The immediate contest is often described as a fight over who controls the Strait of Hormuz. That description is strategically revealing but legally incomplete. No state acquires a lawful entitlement to turn an international strait into a selective toll gate through attacks on civilian shipping; nor does the need to protect navigation give another state an unlimited licence for an open-ended air campaign. The governing challenge is to restore passage without normalising either maritime coercion or unaccountable war.

Status of analysis: Developments were continuing on 24 July 2026. Event claims are attributed to their source and separated from independently confirmed facts, official statements, disputed accounts, and forward-looking assessments.

Executive summary

A crisis of passage, power, and legal restraint

By 24 July 2026, the war that began with joint US-Israeli strikes on Iran on 28 February had moved through ceasefires, negotiations, renewed attacks, and an increasingly dangerous struggle around the Strait of Hormuz. US Central Command confirmed a thirteenth consecutive night of strikes on Iranian military targets on 23 July, describing the operation as an effort to reduce threats to civilian mariners and commercial vessels.[1] Iran, meanwhile, continued or claimed missile and drone attacks against locations in Bahrain, Kuwait, Jordan, and Iraq that it associated with US military activity. Jordan officially reported intercepting seven missiles and six drones launched from Iran on 24 July, without casualties or material damage.[2]

The Strait has not necessarily been sealed by a continuous physical barrier. Its commercial function has nevertheless been gravely impaired by attacks, threats, routing demands, insurance risk, and the collapse of confidence. Reuters reported only three daily transits on each of 22, 23, and 24 July, a fraction of normal activity.[3] This distinction matters. A waterway can remain technically navigable while becoming operationally unusable for prudent shipowners and intolerably dangerous for crews.

The human cost is not incidental to the strategic contest. The International Maritime Organization (IMO) recorded 61 confirmed regional maritime incidents and 17 confirmed seafarer deaths as of 21 July. It also reported that nearly 6,000 seafarers remained stranded aboard vessels unable to leave the Gulf safely after earlier evacuation efforts.[4] These workers are not bargaining chips. Their protection is a legal and moral priority.

The core conclusion is twofold. First, attacks on civilian shipping, selective passage enforced by violence, and threatened tolls are incompatible with the non-discriminatory transit regime affirmed by the IMO and reflected in the United Nations Convention on the Law of the Sea (UNCLOS). Second, military action said to defend navigation must still satisfy the separate rules governing the use of force, the conduct of hostilities, sovereignty, civilian protection, and domestic war powers. One illegality cannot cure another.

Overall determination: The present trajectory is strongly negative for regional and global peace, civilian security, human rights, democratic accountability, and the rule of law. Energy-route diversification may reduce future vulnerability, but infrastructure cannot substitute for lawful passage, verified de-escalation, and accountable diplomacy.

Key findings

Six conclusions supported by the available evidence

1. Functional closure is enough to cause global harm

Repeated attacks and credible threats can stop ordinary commerce even without a permanent naval blockade. Legal access without practical safety is not meaningful access.

2. The conflict is spreading through host-state geography

Iran's claimed attacks on US-linked facilities in Gulf states and Jordan expose third-state civilians, infrastructure, and sovereignty to escalating risk.

3. Military pressure has not produced stable control

Thirteen consecutive nights of US strikes did not eliminate Iran's capacity to disrupt shipping or launch retaliatory attacks. Tactical degradation has not yielded strategic resolution.

4. Diplomacy exists, but its evidentiary record is contested

The June framework created useful mechanisms, yet a reported Iraqi-carried ceasefire proposal was denied by Baghdad and disputed by Tehran. Attribution must remain cautious.

5. Bypass pipelines are resilience, not replacement

Planned routes may reduce oil exposure by 2028, but they cannot quickly replace Hormuz, do not solve Qatar's LNG dependence, and create new static targets and environmental risks.

6. Accountability deficits are multiplying

Opaque war aims, unverified targeting claims, disputed casualty data, secretive mediation, and an uncorroborated private-venture allegation all reinforce the need for evidence, oversight, and independent investigation.

Background and chronology

From major combat operations to a dual-chokepoint threat

The source record describes a conflict with changing objectives. Initial US and Israeli statements reportedly ranged from degrading Iran's nuclear, missile, and military capabilities to creating conditions for political change. The war then became entangled with control of Hormuz, sanctions, maritime fees, the safety of commercial passage, and later threats to shipping through Bab al-Mandab. Shifting objectives make both strategic success and lawful necessity harder to define.

Selected chronology through 24 July 2026
Date Development Analytical significance
28 February US and Israel begin joint strikes on Iran; Iran retaliates against Israel and Gulf states hosting US forces. The conflict becomes an international armed confrontation with immediate regional spillover.
8 April A two-week US-Iran ceasefire is announced after Pakistani mediation, according to the contemporaneous reporting reviewed. A temporary halt demonstrates that mediation can work, but not that underlying disputes have been resolved.
18-22 June The Islamabad Memorandum of Understanding and subsequent Pakistan-Qatar process create a high-level committee, working groups, a 60-day roadmap, a Strait communications line, and a de-confliction cell.[5] The process supplies an institutional skeleton for diplomacy, monitoring, and incident prevention.
8 July onward US strikes resume following attacks on ships near Hormuz; Iran renews attacks on US-linked sites in the region. The framework proves too weak to prevent renewed hostilities or resolve competing claims over navigation.
20-23 July Houthi attacks and a claimed blockade against Saudi shipping expand risk toward Bab al-Mandab; US threats of a larger attack intensify. A second chokepoint crisis would magnify energy, food, insurance, and humanitarian consequences.
23-24 July CENTCOM completes its thirteenth consecutive night of strikes. Iran claims further attacks; Jordan, Kuwait, and Bahrain report interceptions. Reports of a new ceasefire initiative are publicly disputed. The parties remain inside a retaliation loop while diplomatic facts themselves become contested.

Two distinctions are essential. First, Iran's ability to disrupt passage is not the same as a lawful right to control it. Second, US capacity to strike targets across Iran is not the same as an ability to make shipping safe. Air power can destroy launchers, radars, command sites, and boats; it cannot guarantee confidence to thousands of civilian crews across a wide, congested, and politically contested maritime environment.

The strategic trap: Iran can impose substantial costs without permanently closing the Strait, while the United States can inflict extensive damage without eliminating every mobile launcher or restoring insurers' confidence. Each side can therefore claim tactical success while the shared security environment deteriorates.
Scope, methodology, and limitations

What is known, what is claimed, and what remains unresolved

This analysis compares contemporaneous reports from Dawn, Al Jazeera, The Times of Israel, and CNN with official or primary materials from CENTCOM, the IMO, the United Nations, Jordan's state news agency, Pakistan's Ministry of Foreign Affairs, the US Energy Information Administration, and core international legal texts. Reuters and Associated Press reporting provide additional cross-checks on military events, shipping traffic, and energy infrastructure.

Live blogs provide speed and a broad event stream, but many entries reproduce statements from belligerents or state media before independent verification. CENTCOM confirms what the United States says it targeted, not necessarily the full effects, legality, or civilian consequences of each strike. Iranian military claims have the same limitation. Official casualty figures are relevant evidence but remain provisional where independent access is restricted.

The same Al Jazeera live page also reported a deadly West Bank incident and subsequent Israeli operations. Those developments are serious but legally and geographically distinct; they are not used here as evidence about Hormuz or the US-Iran confrontation.

Evidence hierarchy used in this article
Evidence category Examples Treatment Confidence
Primary legal and institutional material UN Charter, UNCLOS text, IMO resolutions and incident data, ICRC customary-law database Authoritative for the rule or institutional position stated; application to facts still requires analysis. High
Official operational statements CENTCOM target descriptions; Jordanian interception report; Pakistan-Qatar joint statement Reliable evidence of the issuing authority's position and acknowledged actions, but not conclusive proof of legality, damage, or opposing claims. High for attribution
Corroborated news reporting Reuters and Associated Press on strikes, traffic, energy flows, and pipeline projects Used for events and data when direct primary records are unavailable; uncertainty retained where reporting relies on unnamed officials. Medium-high
Live reporting and state claims Dawn and Al Jazeera live updates; Iranian, Kuwaiti, Bahraini, and Houthi statements Time-sensitive and provisional. Claims are attributed and not treated as independently established merely because they were reported. Variable
Strategic analysis Brett H. McGurk's CNN analysis of Hormuz and bypass infrastructure Useful for testing strategic logic and scenarios, not a substitute for verified facts or neutral legal findings. Interpretive
Anonymous-source allegation The Times of Israel report alleging a private oil venture involving Pakistan's army chief and an IRGC commander Included only as an unverified governance allegation. No independent evidence located establishes the venture, payments, or alleged leverage. Low / unverified

The disputed Iraqi mediation account

The Times of Israel, relying on a New York Times account attributed to Iranian and Iraqi officials, reported that Iraqi Prime Minister Ali al-Zaidi carried a US ceasefire proposal to Tehran and that Iran rejected it because a temporary arrangement did not settle control of Hormuz. Iraq's prime ministerial media office publicly denied that account as baseless, while Iranian state reporting also challenged its characterisation.[6] The correct conclusion is not that one side's narrative has been proved. It is that the proposal's origin, terms, and reception remain disputed, and should not be used as a firm factual foundation without documentary disclosure.

The alleged Pakistan-IRGC oil venture

A separate Times of Israel report alleged, on the basis of three unnamed officials, that Pakistan's Field Marshal Asim Munir used a profitable oil-transport venture with IRGC commander Ahmad Vahidi to press Iran to halt attacks on Saudi Arabia. The report said Pakistan's foreign ministry and the Saudi embassy in Washington did not respond to requests for comment.[7] Repetition by other outlets that merely cite the original report is not independent corroboration. If substantiated, the allegation would raise grave conflict-of-interest, sanctions, public-integrity, and civilian-oversight questions. At present, fairness and legal accuracy require it to remain explicitly labelled as unverified.

Actor and stakeholder analysis

Power, incentives, duties, and exposure

Principal actors and their immediate responsibilities
Actor Stated or apparent interest Central responsibility or constraint
United States Protect commercial navigation; degrade Iranian maritime and military capabilities; prevent nuclear and missile threats. Define a lawful and attainable objective; justify every use of force; comply with distinction, proportionality, and precautions; obtain meaningful domestic oversight for sustained hostilities.
Iran and the IRGC Deter attacks, preserve regime and territorial security, obtain leverage over sanctions and Hormuz arrangements. Cease attacks on civilian vessels and indiscriminate or disproportionate attacks; respect third-state sovereignty; do not convert navigation or civilians into bargaining instruments.
Israel Reduce Iranian nuclear, missile, and regional military threats; preserve freedom of action. Avoid renewed escalation unless strict international-law thresholds are met; protect civilians; support a settlement that does not make indefinite regional war the default security policy.
Gulf states, Jordan, Iraq, and Oman Defend territory and infrastructure; protect populations; preserve energy exports; manage relationships with Washington and Tehran. Clarify the legal basis and limits of foreign-force access; improve civilian warning and debris response; prevent territory from becoming an unreviewable platform or target; support de-confliction.
Pakistan and Qatar Mediate, prevent regional collapse, strengthen diplomatic relevance, and protect economic interests. Preserve neutrality and credibility through written terms, transparent procedures, conflict-of-interest safeguards, and verifiable implementation.
Houthis Pressure Saudi Arabia and the United States; align with Iran's regional objectives; seek concessions regarding Yemen. End attacks on civilian shipping and collective economic coercion; comply with customary humanitarian law; permit humanitarian and commercial passage.
UN, IMO, and shipping industry Restore safe passage, protect crews, reduce global economic disruption, and preserve legal navigation rights. Prioritise seafarers over cargo schedules; verify incidents; establish a neutral transit and evacuation mechanism; resist discriminatory passage arrangements.
Civilians and seafarers Life, safety, livelihood, mobility, food and energy access, information, and remedy. They are rights-holders, not collateral variables. States and armed actors owe protection, investigation, disclosure, and reparation where violations occur.
Domain I

Peace: coercive leverage is crowding out stable settlement

The conflict's net effect on peace is decisively negative. Every major actor now faces incentives that reward escalation. Iran can raise the global economic cost of war by threatening shipping. The United States can answer each attack with deeper strikes. Israel can signal readiness to re-enter. Gulf states can expand air defence and host-force protection. The Houthis can exploit a second maritime chokepoint. Each action is presented as defensive or retaliatory; together they form an offensive spiral.

A sustainable peace cannot be reduced to the absence of fire for a few days. The April ceasefire and June diplomatic framework showed the value of mediation, yet they did not settle the relationship among four linked questions: Iranian security and sanctions relief; nuclear and missile concerns; the legal regime and practical safety of Hormuz; and regional hostilities involving Israel, Gulf states, Lebanon, and Yemen. Temporary deals fail when each side fears that restraint will allow the other to improve its military or bargaining position.

The use of third-state territory intensifies the security dilemma. Iran argues that a state assisting US attacks may incur international responsibility. That proposition cannot be converted into a blanket right to strike any facility, city, or infrastructure in that state. The legal status of a specific target depends on facts: the state's consent, the target's actual military function, attribution, necessity, proportionality, and feasible precautions. Broad rhetoric that treats an entire host country as a legitimate target risks collective punishment and regional war.

Pakistan and Qatar remain potentially valuable mediators because they retain channels to multiple parties. But mediation depends on trust. Secret or disputed terms, unclear mandates, or credible conflicts of interest can destroy that trust. The answer is not to exclude regional mediators; it is to place their work inside a documented structure with declared interests, signed undertakings, monitoring, and a public statement of agreed humanitarian minimums.

Peace without a navigation settlement will remain fragile; a navigation settlement without broader security guarantees will remain vulnerable; and security guarantees without accountability will remain politically illegitimate.

Domain II

Security: the Strait is globally vital, but military dominance is not the same as safe passage

The energy exposure is exceptional. In 2024 and the first quarter of 2025, Hormuz carried more than one-quarter of global seaborne oil trade, roughly one-fifth of global oil and petroleum-product consumption, and about one-fifth of global LNG trade. Asian markets received the large majority of these flows.[8] The direct risks therefore extend from Gulf economies to import-dependent states across South and East Asia, including countries with little influence over the belligerents.

The most important security lesson is that a chokepoint does not have to be formally closed to be weaponised. Cruise missiles, drones, mines, boarding threats, unpredictable routing rules, and selective passage can cause owners, crews, banks, and insurers to withdraw. A statement that the Strait is "open" is operationally hollow when only a few vessels transit and no credible safety guarantee exists.

Bypass infrastructure: prudent hedge, dangerous illusion

Gulf governments are accelerating pipelines and ports that route oil toward the Red Sea, Gulf of Oman, Mediterranean, and Turkey. Associated Press reporting, citing Goldman Sachs analysis, estimated that projects under development could allow around 60 per cent of pre-war Gulf oil exports to bypass Hormuz by the end of 2028 if completed.[9] Saudi Arabia's East-West system and the UAE's Fujairah route already provide partial alternatives; Iraq is pursuing routes toward Turkey, Syria, and Jordan.

This is rational redundancy, not a near-term solution. Construction schedules are uncertain. Pipelines are fixed and targetable. Routes to the Mediterranean add distance for Asian buyers. Red Sea exports remain exposed to Bab al-Mandab insecurity. Large tankers face Suez constraints. Most importantly, oil pipelines do not replace seaborne LNG exports from Qatar.[10]

Sound security policy: Build redundancy to reduce economic coercion, but pair every project with environmental review, community consultation, transparent procurement, physical protection, cyber resilience, and a diplomatic strategy that keeps Hormuz legally and practically open.

Military escalation and diminishing returns

The US campaign can reduce specific capabilities, but mobile missiles and drones create a persistent detection problem. Iran does not need to defeat US forces conventionally; it needs to preserve enough capacity to impose unpredictable costs. Conversely, Iran's attacks may generate the very coalition-building, sanctions, infrastructure diversification, and military pressure that reduce its long-term leverage. Both strategies can therefore be simultaneously destructive and self-defeating.

The danger of misidentification is acute. Dense civilian shipping, multinational air-defence systems, drones crossing several jurisdictions, and rapid retaliation increase the possibility that a civilian aircraft, commercial ship, neutral facility, or defensive interceptor is mistaken for a military threat. The security architecture needs shared notification, verified coordinates, and incident hotlines more urgently than it needs more ambiguous threats.

Domain III

Human rights: civilians and seafarers are carrying the burden of strategic bargaining

The right to life remains applicable during armed conflict, interpreted alongside the more specific rules of international humanitarian law. The International Covenant on Civil and Political Rights prohibits arbitrary deprivation of life.[11] Customary humanitarian law requires parties to distinguish civilians and civilian objects from lawful military objectives, prohibits attacks expected to cause excessive civilian harm, and requires feasible precautions.[12]

Commercial ships and their crews are civilian in character unless and for such time as the facts establish that a vessel has become a military objective. Suspicion, flag, ownership links, destination, or economic importance alone does not automatically erase civilian protection. Even when a military objective is present, the attacker must still assess proportionality and take feasible precautions.

The same analysis applies to US attacks in Iran. Labelling a facility a command centre, storage site, surveillance node, or maritime capability does not end the legal inquiry. The attacking force must verify the target, choose means and timing that reduce civilian harm, cancel or suspend an attack when the target or expected harm changes, and investigate credible allegations of unlawful casualties. Iranian authorities reported dozens killed and hundreds injured in recent US strikes; the exact totals and civilian-combatant breakdown were not independently established in the records reviewed.

Iran's warning that civilians should remain 500 metres from US personnel or facilities does not transfer the attacker's legal burden to civilians. A warning can be one precaution, but it must be effective, feasible to follow, sufficiently specific, and accompanied by otherwise lawful targeting. Many residents cannot know where covert or temporary military positions are located; others cannot leave homes, hospitals, workplaces, or roads within an arbitrary radius.

Seafarers: the clearest humanitarian emergency

IMO's confirmed incident and fatality data, its paused evacuation operation, and the thousands still stranded demonstrate a direct protection failure. Seafarers face death or injury, confinement aboard ships, interrupted medical care, heat, fatigue, psychological distress, dwindling supplies, and pressure from commercial actors. The IMO has stated that seafarer safety must override commercial justification for transit and that no reliable security assurance currently exists in the Strait.[13]

Flag states, shipowners, charterers, insurers, coastal states, and belligerents share differentiated responsibilities. Employers must not compel crews to accept manifestly unreasonable risks. Coastal and belligerent states must enable humanitarian resupply, evacuation, and safe disembarkation. Investigations and compensation mechanisms must include crew testimony and avoid treating deaths as a routine cost of trade.

Indirect and unequal harm

The conflict also affects rights to health, food, work, housing, and an adequate standard of living. Higher fuel, freight, fertiliser, and insurance costs pass rapidly to households. Import-dependent and lower-income states have less fiscal space to absorb them. Women, children, older persons, persons with disabilities, migrant workers, and refugees are often least able to withstand price shocks, power disruption, evacuation, or interrupted medical supply chains.

These consequences do not automatically make every military or economic measure unlawful. They do require decision-makers to assess foreseeable civilian effects rather than treating global inflation and shortage as politically useful pressure on an adversary. Deliberately making civilian populations bear intolerable costs to force governmental concessions raises serious legal and ethical concerns.

Domain IV

Democratic values and the rule of law: war cannot become an executive blank cheque

Sustained hostilities test constitutional government on every side. In the United States, the Constitution allocates war powers between Congress and the President: Congress holds the power to declare war, while the President serves as Commander in Chief. The precise boundary has long been contested, but a prolonged, expanding campaign cannot be treated as institutionally equivalent to a single emergency defensive action.[14] Legislators require timely legal justifications, operational objectives, cost data, civilian-harm reporting, and meaningful opportunities to authorise, limit, or terminate hostilities.

Iranian decision-making also demands scrutiny. National defence does not legitimise secretive rules for maritime passage, attacks on civilian shipping, retaliation against loosely defined "sources" of aggression, or suppression of domestic criticism under emergency rhetoric. Security institutions must remain subject to law, documented command responsibility, and independent investigation.

Gulf host states face their own accountability obligations. Citizens are entitled to know the general legal framework under which foreign forces operate, what protective arrangements exist, how civilian warnings are issued, and how damage will be investigated and compensated. Operational secrecy may protect specific missions; it should not erase parliamentary, judicial, audit, or public-interest oversight.

Information integrity

The information environment is saturated with belligerent claims: targets "destroyed," attacks "intercepted," casualties minimised or amplified, and diplomatic offers described differently by anonymous and official sources. Governments should publish time-stamped incident records, methodology for casualty figures, strike-assessment corrections, and reasons for withholding information. Journalists must retain access and should not be criminalised for reporting inconvenient facts.

The disputed Iraqi mediation story illustrates why correction mechanisms matter. The unverified Pakistan-IRGC venture allegation illustrates something different: a serious claim may warrant investigation without warranting a verdict. Rule-of-law analysis must preserve both accountability and the presumption against treating accusation as proof.

Governance test: If the alleged private oil venture is independently substantiated, the appropriate response is a competent, protected, evidence-based inquiry into beneficial ownership, financial flows, sanctions exposure, public-office conflicts, and the effect on mediation. If it is not substantiated, public correction is equally important.
Integrated assessment

Why peace, security, rights, and accountable government cannot be separated

1. The law governing force is separate from the law governing navigation

The UN Charter prohibits the threat or use of force against another state's territorial integrity or political independence, subject principally to Security Council authorisation and the inherent right of self-defence if an armed attack occurs.[15] A self-defence claim must identify the armed attack, attribution, necessity, proportionality, and reporting to the Security Council. Protection of commercial navigation may be an important security objective, but it does not dispense with these requirements.

Likewise, a lawful self-defence claim by Iran does not make every US-associated site across the region a lawful target. Each operation must respect the sovereignty of the state concerned and the rules governing target verification and civilian harm. Retaliation for punishment, prestige, or general deterrence is not automatically the same as necessary and proportionate self-defence.

2. Transit passage is non-discriminatory and cannot be suspended at will

UNCLOS codifies a right of transit passage through straits used for international navigation, imposes duties on transiting ships and aircraft, permits limited safety and pollution regulation by bordering states, and provides that such passage shall not be hampered or suspended.[16] Treaty participation questions complicate some arguments, but the IMO has expressly framed its Hormuz evacuation mechanism as preserving navigation rights embodied in UNCLOS and customary international law. On 13 July, the IMO Council affirmed that passage should be non-discriminatory, unimpeded, and free of tolls and charges.[17]

Coastal states retain sovereignty and legitimate regulatory interests, including navigational safety and environmental protection. They do not thereby acquire a unilateral right to decide which nationalities may pass, demand coercive political payment, or attack civilian ships that reject an unauthorised regime.

3. Accountability is a security capability

Transparent rules reduce miscalculation. Parliamentary authorisation clarifies objectives. Independent casualty review improves targeting. Public conflict-of-interest rules protect mediation. Credible remedies strengthen compliance. These are not bureaucratic obstacles to security; they are the institutions that distinguish lawful collective protection from escalating coercion.

4. The distribution of benefits and burdens is unequal

Short-term leverage may benefit Iranian negotiators; military pressure may benefit US and Israeli bargaining positions; high prices may benefit some non-Gulf producers; and infrastructure contracts may benefit pipeline, security, and logistics companies. The costs fall most immediately on seafarers, civilians near military sites, Iranian communities under bombardment, Gulf residents under missile alerts, migrant workers, and consumers in import-dependent economies. A settlement designed only by military and energy elites will underweight those burdens.

Counterarguments and alternatives

Testing the strongest competing claims

"Only force can reopen Hormuz"

Force may be necessary to defend a ship against an imminent attack or to address a specific armed threat under applicable law. The stronger claim - that an indefinite air campaign is the only route to safe navigation - is not established. Repeated strikes have coexisted with continued Iranian launches, minimal traffic, and widening attacks. Any military measure must be tied to a defined legal basis, a realistic end state, civilian safeguards, and a diplomatic off-ramp.

"Iran is entitled to close or regulate the Strait because it is under attack"

Iran has legitimate sovereignty and self-defence interests, and transiting vessels also have duties. But international passage cannot be converted into selective economic control or enforced through attacks on civilian shipping. Defensive necessity does not create sovereignty over the entire international waterway or authorise discrimination among ordinary commercial vessels.

"Pipelines will make the Strait irrelevant"

Redundancy will likely reduce Iran's future leverage over oil exports and is strategically sensible. Yet current forecasts are conditional, LNG remains exposed, new corridors require stable transit states, and pipelines create additional targets. Diversification changes the risk map; it does not abolish chokepoint politics.

"Secret diplomacy is unavoidable"

Confidentiality can be essential during negotiation. Secrecy becomes corrosive when parties cannot verify what was offered, mediators' interests are undisclosed, or humanitarian commitments are absent from the public record. A workable compromise is confidential bargaining combined with published principles, signed implementation documents, independent monitoring, and later disclosure.

Risk assessment

Plausible pathways from 24 July 2026

Qualitative scenario matrix
Scenario Near-term likelihood Impact Indicators
Contained but persistent US-Iran attrition High Severe and cumulative Nightly strikes continue; Iran retains intermittent launch capacity; commercial traffic remains minimal; diplomacy continues without a verified standstill.
Dual-chokepoint disruption at Hormuz and Bab al-Mandab Medium-high Global economic and humanitarian shock Sustained Houthi attacks, ship diversions, insurance withdrawal, Saudi retaliation in Yemen, and rising fuel and food prices.
Israeli re-entry and Iranian strikes on Tel Aviv Medium Potentially catastrophic regional escalation US attacks on Tehran or critical infrastructure, Israeli operational mobilisation, public Iranian targeting warnings, and expanded air-defence alerts.
Accidental strike on civilian or third-state asset High Major to catastrophic Dense drone activity, unclear identification, debris over cities, interrupted aviation, conflicting target claims, and compressed decision time.
Monitored humanitarian-maritime standstill Possible but fragile Immediate reduction in civilian risk Activation of the June communications line, reciprocal written undertakings, IMO-led safe passage, paused strikes, and verified release or evacuation of stranded crews.
Comprehensive negotiated settlement Low in the immediate term Transformative and durable if verified Agreed sequencing on sanctions, nuclear measures, navigation, regional de-confliction, monitoring, dispute resolution, and remedies.
Prioritised recommendations

A lawful route from escalation to verified security

Urgent: the next 72 hours

  1. United States and Iran: accept a reciprocal, time-limited maritime-humanitarian standstill. Pause attacks affecting commercial passage and strikes likely to trigger immediate retaliation while mediators verify compliance. The standstill should not predetermine final legal or political claims.
  2. Iran, the United States, Gulf states, and the IMO: activate a protected evacuation and resupply corridor. Provide written safety assurances, shared vessel lists, time windows, and incident hotlines so the remaining stranded seafarers can leave safely. Commercial pressure must not override crew consent or safety.
  3. Iran and the Houthis: halt attacks and threatened blockades against civilian commercial shipping. Any security screening or routing concern must be handled through lawful, non-discriminatory arrangements, not missiles, drones, coercive fees, or nationality-based passage.
  4. All attacking forces: publish civilian-protection directives. Reaffirm distinction, proportionality, precautions, effective warnings, protected medical and civilian infrastructure, and prompt investigation. Release correction notices when initial damage or casualty claims prove inaccurate.
  5. Pakistan and Qatar: convene the existing high-level mechanism immediately. Publish the parties, agenda, humanitarian minimums, conflict-of-interest declarations for mediators, and a short factual statement after each session. Preserve confidential bargaining details where necessary.

Near term: within 30 days

  1. Negotiate a standalone Hormuz protocol. Separate immediate navigation safety from the slower nuclear, sanctions, and regional-security negotiations. The protocol should guarantee non-discriminatory passage, reject coercive tolls, establish an IMO-compatible traffic mechanism, create a joint incident cell, and provide neutral verification.
  2. UN Security Council: require regular, evidence-based compliance reporting. Demand cessation of attacks on civilian shipping, support the IMO mechanism, require reporting of self-defence claims and civilian harm, and establish consequences for verified obstruction or attack. Where veto politics blocks action, the General Assembly and relevant agencies should sustain documentation and humanitarian coordination.
  3. Host states: strengthen civilian and democratic oversight of foreign-force arrangements. Legislatures or authorised oversight bodies should review the legal basis, mission limits, force-protection measures, environmental risk, emergency warnings, and compensation procedures associated with foreign bases and operations.
  4. United States: obtain clear congressional authority or binding limits for continuing war. Any authorisation should identify objectives, geographic scope, reporting obligations, civilian-harm safeguards, duration, funding, and termination conditions. It should not rely on an undefined concept of restoring control.
  5. Investigate serious public-integrity allegations without prejudgment. Pakistan and any relevant jurisdiction should preserve records and, if legally warranted, conduct an independent inquiry into the alleged oil venture, ownership, payments, sanctions exposure, and mediation conflicts. Findings should be published subject to lawful redactions.

Medium and long term

  1. Build a comprehensive, sequenced settlement. Link verifiable nuclear measures, calibrated sanctions relief, maritime guarantees, regional non-attack commitments, and a dispute-resolution mechanism. Compliance should be reciprocal and phased, not dependent on trust alone.
  2. Develop energy redundancy responsibly. Gulf and transit states should subject pipeline and port projects to transparent procurement, environmental and social impact assessment, community participation, labour safeguards, cyber standards, and independent audit.
  3. Create a victim and seafarer remedy mechanism. Establish claims procedures for death, injury, detention, lost wages, vessel damage, and unlawful disruption. Preserve evidence across flags and jurisdictions and ensure access for migrant crew members and families.
  4. Institutionalise crisis transparency. Maintain a public incident database, protected reporting channels, common definitions for casualties and maritime events, and independent review of disputed strikes. Reliable facts are a form of preventive security.
Final conclusion

The Strait cannot be secured by replacing one form of coercion with another

Iran's use of attacks, threats, or discriminatory control to determine who may navigate Hormuz is incompatible with the legal character of an international strait and with the protection owed to civilian mariners. The United States is entitled to protect its forces and may invoke self-defence when the legal threshold is met, but those rights do not create an unlimited mandate for escalating strikes, regime-oriented objectives, or indefinite war without transparent legal and democratic control.

The bypass strategy can change the long-term balance by reducing dependence on a single waterway. It may also lower the reward available to any actor that weaponises Hormuz. But pipelines cannot rescue stranded crews today, cannot provide a complete LNG alternative, and cannot resolve the political and legal disputes driving the war.

The decisive measure of success is therefore not who can claim control of the Strait. It is whether commercial passage becomes genuinely safe and non-discriminatory; civilians are protected; military action is constrained by law; mediators are trusted; legislatures and publics can scrutinise war; disputed claims are tested by evidence; and a verifiable settlement replaces retaliation. Until those conditions exist, neither open water nor reduced fire should be mistaken for peace.

Selected authoritative sources and notes

References

  1. US Central Command, "U.S. Concludes 13th Night of Strikes on Iranian Military Targets," 23 July 2026. See also Reuters, "US military says it completed 13th consecutive night of strikes on Iran," 24 July 2026.
  2. Jordan News Agency (Petra), "Army Downs Seven Missiles, Six Iranian Drones," 24 July 2026.
  3. Reuters, "Hormuz ship transits steady at three for three days, data shows," 24 July 2026.
  4. International Maritime Organization, "Middle East - Highlighted (Confirmed) incidents," data current to 21 July 2026; IMO Secretary-General, "Statement on new attacks on ships in the Strait of Hormuz," 8 July 2026.
  5. Ministry of Foreign Affairs of Pakistan, Pakistan-Qatar Joint Statement on the Lake Lucerne Summit, 22 June 2026; Pakistan Foreign Ministry briefing on the Islamabad MoU, 24 June 2026.
  6. The Times of Israel, "Iran said to threaten Israel, reject US ceasefire proposal passed along by Iraqi PM," 24 July 2026; The Guardian live reporting recording Iraqi and Iranian denials, 24 July 2026; Dawn, "War returns to Iran with Israel, US strikes," live reporting, 24 July 2026.
  7. Jacob Magid, The Times of Israel, "Pakistan army chief leveraged private oil venture with IRGC head to shield Saudi Arabia," 23 July 2026. The article relies on unnamed sources; no independently verified documentary proof of the alleged venture was identified in the sources consulted.
  8. US Energy Information Administration, "Amid regional conflict, the Strait of Hormuz remains critical oil chokepoint," 16 June 2025; US Energy Information Administration, "About one-fifth of global liquefied natural gas trade flows through the Strait of Hormuz," 24 June 2025.
  9. Associated Press, "Mideast oil producers step up plans to bypass the Strait of Hormuz," 23 July 2026. The 2028 estimate is a forecast, not assured capacity.
  10. Associated Press assessment of pipeline costs, vulnerabilities, Suez constraints, and LNG limitations, 23 July 2026. Strategic interpretation was also tested against Brett H. McGurk, "Iran weaponized the Strait of Hormuz. Now its neighbors are building around it," CNN analysis, 24 July 2026.
  11. Office of the UN High Commissioner for Human Rights, International Covenant on Civil and Political Rights, Article 6.
  12. International Committee of the Red Cross customary IHL database: Rule 1, distinction between civilians and combatants; Rule 7, distinction between civilian objects and military objectives; Rule 14, proportionality; and Rule 15, precautions in attack.
  13. International Maritime Organization, "No safe passage: Strait of Hormuz remains highly volatile," 9 June 2026; IMO, Middle East and Strait of Hormuz operational overview.
  14. Constitution Annotated, US Congress, overview of the Declare War Clause; Constitution Annotated, presidential power and the Commander in Chief Clause.
  15. United Nations, Charter of the United Nations, Articles 2(4) and 51.
  16. United Nations Convention on the Law of the Sea, Part III, especially Articles 38, 39, 42, and 44.
  17. International Maritime Organization, "IMO Council reaffirms commitment to protecting vital shipping lanes," 13 July 2026.
  18. Al Jazeera, "Iran war live: Iranian drones target Erbil, as 4 dead in US attacks," 24 July 2026. Contemporaneous live reporting used with attribution and caution.
  19. Dawn, "War returns to Iran with Israel, US strikes," live updates, 24 July 2026. Contemporaneous chronology and official statements.
  20. Reuters, "US strikes Iran from south to north after Trump threats over Red Sea shipping," 24 July 2026. Cross-check on the latest regional escalation.