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Iran said two oil tankers caught fire in the Strait of Hormuz after hitting mines, while U.S. Central Command said it had disabled the cargo ship *Huda* in the Gulf of Oman for attempting to breach the blockade. The connection between the two incidents and explosions heard in southern Iran remains unclear, as accounts of their causes differ. These developments heighten risks to maritime traffic and leave less room for de-escalation, while Washington put the value of Iranian oil exports blocked by the naval blockade at $25 billion. Although Qatar has affirmed that mediation is continuing and that progress has been made in the talks, Tehran still demands that the blockade be lifted and financial restrictions eased before negotiations resume, while Washington wants the nuclear issue on the agenda from the outset.
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