US-Iran Doha Talks Hinge on Disputed Hormuz Article 5

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- Article 5 of the US-Iran MoU requires Iran to facilitate safe passage of commercial vessels through the Strait of Hormuz for 60 days at no charge, remove military obstacles, and complete demining operations within 30 days while working with Oman and Gulf states on the waterway's future administration.
- Iranian Foreign Minister Abbas Araghchi said the strait remains under "total oversight and management of Iran" for the next 30 days, warning that "any intervention or any unilateral action" will exacerbate the situation and delay reopening.
- The United States struck Iranian missile and drone facilities, coastal radar positions, and other military infrastructure after the Singapore-flagged Ever Lovely was hit by a drone on Friday and the Panama-flagged Kiku was struck a day later.
- Iran's IRGC retaliated by launching missiles and drones at US military facilities in Kuwait and Bahrain, rejecting US accusations that Tehran violated the ceasefire agreement.
- Daily shipping transits through the strait fell from 70 vessels on Wednesday to just 40 by Saturday, according to maritime monitoring firm Windward AI, after the IRGC directed vessels to use only the northern corridor in Iranian territorial waters.
- President Trump warned on Truth Social that "there may come a point when we are no longer able to be reasonable" and that if military action resumes, "the Islamic Republic of Iran will no longer exist."
- Doha talks were relocated from Switzerland and narrowed from broader nuclear discussions to focus exclusively on resolving the Strait of Hormuz dispute, with both sides agreeing to suspend "all kinetic activity" ahead of the Tuesday meeting.
Why it matters: Strait of Hormuz transits dropped from 70 to 40 vessels daily within days, and one-fifth of global oil supplies normally flow through the waterway. If Doha fails to resolve Article 5, shipping disruptions could resume — with Iran and the US each claiming legal authority over the corridor.


