Iran's Supreme National Security Council has set extensive conditions for reopening the Strait of Hormuz, requiring the United States to cease military threats, withdraw forces from the region, lift sanctions, release frozen assets, and pay compensation for war damage. These demands complicate ongoing negotiations based on an interim agreement signed in June, which provided a 60-day window to finalise terms. Iran is also pursuing parallel talks with Oman on managing strait navigation, though officials link all reopening conditions to broader U.S. conduct.

Meanwhile, the United Arab Emirates reported an Iranian missile strike on one of its state oil company vessels transiting the waterway. According to ADNOC, over a dozen of its ships have been targeted by missiles and drones since February, with one crew member killed and 20 others wounded. Commercial shipping volumes remain depressed as negotiators work toward the approaching deadline.