Iran threatens US bases and Hormuz as war talks drag with no deal in sight
Iran's foreign minister has threatened US regional bases and reasserted sovereignty over the Strait of Hormuz, even as Trump claims ceasefire talks are in their final stages.
Summary: The following is drawn from statements by Iranian and US officials and reports from June 3-5:
- Iranian Foreign Minister Araghchi stated that the Strait of Hormuz falls within the territorial waters of Iran and Oman, and warned that US bases in the region remain targets for retaliation
- Trump described ceasefire negotiations as being in their "final" stages, while Iran's foreign minister said the talks had stalled
- Iran fired missiles and drones at Kuwait and Bahrain on June 3, killing one person and injuring dozens at Kuwait's main airport, following a US strike on an Iranian-bound oil tanker
- Hezbollah rejected a US-brokered Lebanon ceasefire on June 4; Trump disputed the characterisation, claiming the group had contacted the US directly to discuss a cessation of hostilities
- The Strait of Hormuz has been largely closed since US and Israeli strikes on Iran on February 28, disrupting roughly a fifth of global oil supply; industry officials have warned of renewed price spikes as inventories are drawn down
- The Republican-led House of Representatives voted to halt the war, which Trump publicly criticised
On the surface, the US-Iran conflict shows little sign of resolution. Iran's Foreign Minister Abbas Araghchi used the past 24 hours to reassert that the Strait of Hormuz falls within Iranian and Omani territorial waters and to warn that American military bases across the region remain valid targets for retaliation. It is a posture designed to signal that Tehran has not been weakened into compliance, and that the levers it holds over global energy supply are still firmly in its hands.
The gap between the two sides' public statements is stark. Trump has described the negotiations as being in their final stages, taking to social media to portray himself as personally steering the endgame. Iran's foreign minister, speaking around the same time, said the talks had stalled. Both things can be partly true in a negotiation of this complexity, and the divergence in public framing is not necessarily evidence that back-channel progress is absent.
That is perhaps the most plausible reading of where things stand. The worst burst of violence in weeks unfolded on June 3, when Iran launched missiles and drones at Kuwait and Bahrain following a US strike on an oil tanker bound for the Islamic Republic. One person was killed and dozens were injured at Kuwait's main airport. In Lebanon, Hezbollah rejected the terms of a US-brokered truce hours after it was announced, adding another front to Trump's diplomatic burden. Yet oil prices slipped after three days of gains, suggesting markets read the ceasefire announcement, however contested, as a signal that a broader deal remains in play.
The Hormuz closure has been in place since US and Israeli strikes on Iran on February 28, severing a waterway that previously carried around a fifth of global oil supplies. Industry officials have grown increasingly vocal about inventory drawdowns, warning that any sustained closure will eventually force a sharper price response than markets have so far been willing to price in.
Trump faces pressure from within his own party, with the Republican-led House voting to halt the war, a development he was quick to criticise. The domestic political clock is ticking alongside the diplomatic one. Whether the back-channel process is as advanced as Washington implies, or as deadlocked as Tehran suggests, the next move in the public narrative is likely to come from whoever blinks first on the core issues: Iran's nuclear programme and the conditions for reopening the strait.
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Araghchi's assertion that Hormuz sits in Iranian and Omani territorial waters is a direct signal that Tehran retains both the legal framing and the military posture to keep the strait closed, sustaining the supply disruption that has already removed roughly a fifth of global oil flows from the market. The threat to US regional bases raises the escalation ceiling and complicates any ceasefire architecture. Oil prices have shown sensitivity to every incremental signal from the talks, and the gap between Trump's "final stages" framing and Iran's stalled-talks language is itself a market risk, since a collapse in diplomatic optics could trigger a sharp repricing. Inventory drawdowns remain the slow-burn pressure underneath all of this.
This article was written by Eamonn Sheridan at investinglive.com.提供 MainLink：Investinglive RSS Breaking News Feed
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