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Iran strikes commercial ship in Strait of Hormuz in challenge to U.S.-Iran deal

Published June 26, 2026 · Updated June 26, 2026 · By Susan Smith

Iran Strikes Commercial Ship in Strait of Hormuz, Testing U.S.-Iran Agreement

Iran strikes commercial ship in Strait - A drone attack by Iran's Revolutionary Guards on a Singapore-registered commercial vessel in the Strait of Hormuz has raised concerns about the stability of the U.S.-Iran deal, according to a U.S. official who confirmed the incident to CBS News. The strike occurred off the coast of Dahit, Oman, damaging the ship's bridge but causing no injuries or environmental harm, as reported by the U.K. Maritime Trade Operations Centre.

IMO Halts Evacuation Plan Amid Rising Tensions

The United Nations' International Maritime Organization temporarily suspended a recent initiative to evacuate vessels stranded in the Persian Gulf following the attack. IMO Secretary-General Arsenio Dominguez stated the pause is necessary to "reconfirm that the necessary safety guarantees continue to be in place." He emphasized that the vessel in question had already navigated through the strait before the incident, and thus "did not transit under IMO's evacuation framework."

"I have always reiterated that the safety of the seafarers remains paramount," Dominguez added in a statement. "Therefore, to ensure a coordinated approach and navigational safety, the evacuation plan will be paused until further clarity is obtained."

Boosting Hope for Resumption of Trade

Under a memorandum of understanding signed last week, Iran agreed to facilitate toll-free passage for ships through the Strait of Hormuz for 60 days. This move sparked optimism about the resumption of commercial activity in the critical waterway, which normally handles one-fifth of global oil shipments. However, the attack has cast doubt on these efforts.

According to analytics firm Kpler, ship traffic through the strait increased sharply, with 70 vessels transiting on Tuesday—compared to just six a week earlier. The data suggests some of this growth may be due to "post-deal release of delayed traffic." The uptick in movement has coincided with a drop in global oil prices.

Disagreements Over Evacuation Routes

The IMO announced a "large-scale" evacuation plan to assist thousands of mariners stranded across the region. Two routes were proposed: one through Iranian waters in the northern part of the strait, and another through Omani waters in the southern section. However, tensions remain as the U.S. favors the Omani route, while Iran insists ships must seek its permission and use a path closer to its coastline.

"Any passage through routes outside the framework designated by PGSA will not be covered by safe passage guarantees and will not be entitled to insurance coverage or related liabilities," said Iran's Persian Gulf Authority.

Uncertainty Over Future Toll Policies

Iran has not ruled out imposing tolls on ships after the 60-day period under the agreement expires. The Trump administration and regional allies have labeled this idea as unacceptable, citing potential violations of international law. Oman, however, plans to collaborate with Iran on managing the strait without implementing tolls.

Secretary of State Marco Rubio addressed the situation early Thursday, stating the administration would assess Iran's actions rather than its "maximalist rhetoric." "If ships are moving as they should be moving, then that's what we're going to judge, and that's what we're going to react to," he said during a visit to Bahrain. "If, on the other hand, this rhetoric is backed up by actual ships being threatened and ships are not moving, that's a violation of the agreement, and we're going to have a problem with it."