Key development: The US and Iran met face-to-face for the first time since 1979, talked for 21 hours in Pakistan, and couldn’t agree on terms to end the war.
Diplomacy
The US and Iran spent 21 hours negotiating in Pakistan and walked away without a deal. First direct talks since 1979, with VP JD Vance saying Iran “chose not to accept” the US’s “final and best offer” while Iran’s Parliamentary Speaker Mohammad Baqer Qalibaf said the US failed to “earn” their trust. (Al Jazeera, France24, Euronews)
Context: Pakistan, which hosted and mediated the talks, is urging both sides to stick to the ceasefire that’s supposed to be holding. The fact that the two sides engaged in face-to-face talks after hours of Pakistani shuttle diplomacy marked a significant breakthrough, even without an agreement. Iran reportedly raised “forward-looking initiatives” during the negotiations.
| Sources: Al Jazeera | France24 | Euronews |
Iran tried to get Lebanon included in the ceasefire talks at the last minute. That demand nearly derailed things before they even started. (France24)
Context: Right as delegations were landing in Islamabad, Iran said Lebanon needed to be part of any deal. The move seemed aimed at forcing discussion of Israel’s bombing campaign in Lebanon, which has killed over 1,950 people since the US-Iran ceasefire began. Israel has refused to negotiate any halt to fighting with Hezbollah.
Sources: France24
Israel and Lebanon will hold their first formal talks in Washington on Tuesday. Ceasefire still seems far off since Israel says it won’t discuss stopping the fight with Hezbollah. (France24)
Context: The two countries have no diplomatic relations, so this is a big step just by happening. But Israel is calling Hezbollah “the main obstacle to peace” and has kept up heavy strikes in southern Lebanon. More than 350 people were killed on the first day of the US-Iran ceasefire alone. Netanyahu agreed to the talks under US pressure after being criticized for a “strategic failure” that damaged Israel’s standing in Washington.
| Sources: France24 | France24 |
Trump said he doesn’t care if the Pakistan talks succeed or fail. Claims the US came out ahead from the war either way. (France24)
Context: Trump made the comment Saturday while negotiations were still underway. Pakistan has been shuttling between the two sides trying to broker a permanent end to the war. Trump also issued an ultimatum earlier in the week, threatening to strike Iran if the talks failed to produce a deal.
Sources: France24
Economy
Trump announced the US will start blockading the Strait of Hormuz “effective immediately.” Says they’ll stop any ship that paid Iran’s toll to pass through. (France24)
Context: This is a major escalation. The Strait is the world’s most critical oil chokepoint. Trump’s announcement came right after peace talks collapsed. He said the navy will “interdict” vessels in international waters that paid Iran’s toll, which Iran started charging after the war began.
Sources: France24
Three oil supertankers made it out of the Strait of Hormuz during the ceasefire. First tankers to exit since Iran mined the waterway. (Al Jazeera)
Context: Shipping data shows the tankers got through, which is a small sign the ceasefire might be holding in some ways. But the global energy crunch isn’t over—Europe’s airport council warned this week that if Hormuz doesn’t fully reopen within three weeks, they’ll face critical jet fuel shortages.
Sources: Al Jazeera
[UNCONFIRMED] Iran might not know where all the mines it laid are. The planting was apparently random and disorganized. (Euronews, citing NYT)
Context: The New York Times reports that Iran may not have accurate records of mine locations, which would make clearing the Strait way more dangerous and time-consuming. Trump said the US has started clearing mines, but if Iran can’t provide a map, that’s a huge problem.
Sources: Euronews
[UNCONFIRMED] Saudi Arabia got its key East-West oil pipeline back to full capacity. Now pumping about 7 million barrels per day after attacks damaged it. (Al Jazeera)
Context: This pipeline is Saudi Arabia’s alternative route to get oil to market when the Strait of Hormuz is blocked or too risky. Getting it back online helps ease some of the global supply crunch, though not nearly enough to solve the energy crisis.
Sources: Al Jazeera
Military Operations
Israel hit over 200 Hezbollah targets in Lebanon in the last 24 hours. Attacks continued even as US-Iran peace talks were happening. (France24)
Context: Smoke was seen rising over villages near the border. Iran has said it won’t seriously engage in negotiations until Israel stops bombing Lebanon, but Israel shows no signs of letting up. The attacks undermine the already fragile ceasefire and raise questions about whether any deal can hold.
Sources: France24
Israel’s deadliest day of strikes killed over 300 people in Lebanon on Wednesday. Residents say the attacks on Beirut and other cities came without warning. (France24)
Context: More than 300 people died and at least 1,000 were wounded in what locals describe as a “bloody” day that plunged the country into chaos. One resident told France24: “We thought Beirut was going to collapse.” The strikes were unannounced and unexpected, hitting multiple parts of Lebanon simultaneously.
Sources: France24
International
Spain says NATO won’t help the US in the Strait of Hormuz. Falls outside the alliance’s remit, according to their foreign minister. (Euronews)
Context: Trump has been pressuring NATO allies to help restore freedom of navigation through the Strait, but Spain is making it clear the alliance isn’t going to get pulled into this fight. “NATO will not participate in this war,” their foreign minister said flatly.
Sources: Euronews
What to watch: With talks collapsed and Trump announcing a blockade of the Strait, the ceasefire looks increasingly shaky—watch for whether either side breaks it in the next few days.