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The Hormuz Report
@HormuzReport
The Gulf. Middle East. Energy. Markets. Geopolitics. Follow before markets move.
81 Following    37.3K Followers
BREAKING: Iran has DIRECTLY STRUCK SIX SHIPS with ANTI-SHIP MISSILES in the Strait of Hormuz and surrounding waters — its LARGEST-EVER ATTACK in the strategic waterway, according to the IRGC. The attack came in response to this morning’s U.S. strike on THREE Iranian oil tankers transiting the Strait. The IRGC says it struck THREE oil tankers using “unauthorized” routes through Hormuz, along with THREE additional U.S. Navy warships and U.S.-linked vessels in other areas. Iran has now MASSIVELY ESCALATED its direct attacks on maritime targets.
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BREAKING: Israel fed the CIA a fake Iranian assassination plot against Donald Trump to manipulate U.S. foreign policy and damage Trump's growing ties with Turkey, per WaPo. CIA had "low confidence" in the intelligence. U.S. officials believe Israel fabricated the threat to push Trump to restart the war on Iran. The alleged plot was relayed during Trump's July 8 visit to Turkey, prompting an elaborate Secret Service operation where Trump was secretly flown to Britain. Israel's warning was not about saving Trump's life. It was about shaping U.S. policy. A former official said it "fit a broader pattern" of Israeli intelligence designed to influence presidential decision-making. Turkish officials believe the report was fabricated to derail Trump's Iran negotiations and block Turkey's F-35 acquisition. The U.S. was played. Turkey was locked down. And Israel got what it wanted.
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BREAKING: A UAE Royal Jet previously tied to financial transfers flew back and forth between Abu Dhabi and Tehran for consecutive days amid Iran's $300 billion demand and Donald Trump's reported off ramp request through intermediaries, per flight tracking data. The Boeing 737 (A6-RJA) made two trips on August 11 and 12, 2026, each staying roughly one hour before returning. While no official purpose has been confirmed, similar Royal Jet movements have previously been linked to reports of financial transfers. The Wall Street Journal has reported that Iran is forcing Trump to accept a "bad deal" before the November elections, betting that his political vulnerability will compel him to make concessions.
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BREAKING: Iran has completely ruled out any future negotiations with the Trump administration, declaring it will wait out Donald Trump's term until January 20, 2029, per Iranian outlets and Ghalibaf advisor's post. "Trump will not reach an agreement with us. We will accompany him until his term ends," said Majid Shakeri, advisor to Parliament Speaker Ghalibaf. He posted: "The path to victory is neither fighting nor a deal — it is managing the process of neither war nor peace, up to the point of victory. Publicly confirming negotiations with the U.S. is sheer folly. The winning approach is denial, ambiguity, and strategic patience." Iran's conditions remain unchanged: $300 billion in compensation, release of frozen assets, and withdrawal of U.S. forces. Until then, the Strait stays closed.
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BREAKING: Iran has laid out nine conditions for reopening the Strait of Hormuz — including $300 billion in compensation, a ban on U.S. and Israeli vessels, and up to 7% transit fees — declaring the waterway will not open until the U.S. "corrects its behavior," per Fars News. The Supreme National Security Council stated that Iran "will never compromise, whether in war or in negotiations" and that the U.S. must meet all conditions before the Strait reopens. The conditions include: 1. An end to U.S. threats and insults 2. A permanent end to U.S. wars against Iran and its allies in Lebanon, Palestine, Yemen, and Iraq 3. Lifting the naval blockade and withdrawing U.S. forces 4. $300 billion in compensation for war damages 5. Lifting all sanctions 6. Unconditional release of all frozen assets 7. Iran's right to charge up to 7% on cargo 8. A ban on U.S. and Israeli vessels 9. A 20% violation toll on ships if conditions are breached This is not a negotiation — it's a surrender document. Iran is not asking for concessions. It is demanding U.S. capitulation on every front: money, military withdrawal, sanctions, and control over the Strait. The $300 billion figure is not a starting point; it's the price of doing business. The U.S. can accept these terms or keep the Strait closed. There is no middle ground. Tehran has drawn a line, and Washington is on the other side of it. The ball is now in Trump's court — but the conditions aren't changing.
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BREAKING: Iran has openly defied Trump adminstration's claim that the Strait of Hormuz will reopen tomorrow, signing a joint agreement with Oman that formalizes Tehran's control over inbound traffic and maritime service fees — while excluding Washington entirely, per NYT. The agreement establishes that inbound vessels will navigate a corridor within Iranian waters and pay service fees shared with Oman, while outbound traffic will use a lane closer to Oman but remain under Iranian supervision and intervention authority. US Treasury Secretary Bessent claims a deal with Iran could be announced as soon as tomorrow and says it would reopen the Strait. Oil dropped on the announcement.
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BREAKING: A source close to Iranian officials says Tehran has documented a pattern of oil market manipulation tied to Axios reports and Trump administration insiders, including evidence of a $9 billion insider trading operation linked to Jared Kushner and Steve Witkoff. Some of the documented timeline from the $9 billion insider profit: Between April and May 2026, a series of suspiciously timed trades in oil futures markets preceded major Iran war announcements—each tied to reporting by Axios. On March 23, approximately $500–580 million in shorts were placed 15 minutes before Trump announced he was postponing strikes on Iran. Oil dropped. On April 7, roughly $950–960 million in shorts were placed hours before Trump announced a two-week ceasefire with Iran. Oil fell around 15 percent. On April 17, around $760 million in shorts were placed 20 minutes before Iran's foreign minister announced the reopening of the Strait of Hormuz. Oil dropped. On April 21, approximately $430 million in shorts were placed 15 minutes before Trump extended the ceasefire. Oil dropped again. On May 6, nearly $920 million to $1.7 billion in crude oil shorts were placed approximately 70 minutes before an Axios scoop claimed the U.S. and Iran were near a "14-point agreement." Oil dropped 12 percent. Traders made an estimated $125 million. Iran called the report "the Americans' wish list." Previously, a senior Iranian official told investigative outlet Drop Site News that Tehran privately warned JD Vance during Switzerland talks that Jared Kushner and Steve Witkoff were "abusing" negotiations—"more interested in exploiting insider knowledge to profit in financial markets than reaching a deal."
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