Iran warns US on Hormuz control

Iranian Parliament Speaker Mohammad Bagher Ghalibaf warned the United States over the Strait of Hormuz, saying Tehran’s control of the waterway is non-negotiable and that Iran is prepared to fight if Washington oversteps a recently signed memorandum of understanding. Reaction pending.

Officials said Ghalibaf made the remarks in a televised interview and framed diplomacy as available only if it helps advance the agreement. The warning raises the political temperature around a chokepoint central to Gulf energy flows, even though the payload did not report any confirmed shipping disruption or military action.

Hormuz warning raises Gulf risk

The stated red line is control of the Strait of Hormuz. Ghalibaf also said Iran had finalized legal and service arrangements with Oman, linking the warning to implementation steps that officials said will begin within the next 30 days.

For global macro conditions, the immediate channel is risk pricing

rather than verified physical disruption.

If the warning remains rhetorical, markets may treat it as another geopolitical

premium on energy and shipping. If naval movement, sanctions enforcement or inspections intensify, the mechanism would be higher transport risk and potential pressure on oil-linked inflation expectations.

For Tehran, the comments keep diplomacy open while narrowing the political room for compromise on Hormuz. For the wider energy and shipping sectors, insurers, tanker operators and refiners would be most exposed to any shift from warning to operational friction.

The dated marker is the 30-day implementation window from July 1, 2026; officials said services tied to the Oman arrangements would continue over the following 60 days.