Oil tankers began moving through the key shipping route after months of disruption, marking the first major sign that the tentative agreement to end the war is taking effect. Iranian state media said shipping had “normalized” at southern ports, though transit through the strait still requires military coordination.
In his first response since the agreement, Khamenei signalled support for direct negotiations with Washington. “It is obvious that the face-to-face negotiations that will be held in the future will not mean accepting the enemy’s opinion,” he said in a statement carried by state media. His remarks marked a shift in Iran’s stance, as hard-liners have long opposed direct talks with the US.
The agreement also includes fresh steps on Iran’s nuclear programme. Trump envoy Steve Witkoff told US lawmakers in a private briefing that Iran will invite the International Atomic Energy Agency (IAEA) to inspect its nuclear sites and help identify locations of enriched nuclear material believed to be buried under rubble.
According to people familiar with the briefing, Witkoff said the agreement includes no side deals, but a separate letter between Tehran and the IAEA extends the inspection invitation. The agreement also requires Iran’s stockpile of highly enriched uranium to be diluted under international supervision and commits Tehran to not developing nuclear weapons.
However, uncertainty remains around the next phase of diplomacy. Vice President JD Vance said he may delay a planned visit to Switzerland, where a ceremonial signing of the agreement was expected. “Our plan is to go to Switzerland. I don’t know exactly when,” he said.
Vance defended the deal against criticism, saying it would force Iran to “change their behavior.” He also said easing the blockade means the US is “honoring our end of the early part of the agreement on the military side.”
Shipping activity has started to recover. At least two oil tankers carrying a combined 3.8 million barrels of Iranian crude crossed the former blockade without interruption. Maritime data showed major shipowners have resumed movement through the strait, though the main central route remains closed due to mines. Alternative northern and southern routes are currently handling traffic, but full reopening could still take weeks or months.
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