The memorandum of understanding (MOU) signed on June 17 aimed to gradually resume commercial traffic through the Strait of Hormuz after months of disruption following the U.S.-Israeli attack on Iran in late February. Under the deal, shipping restrictions were lifted, and tanker traffic resumed, with 125 ships transiting the waterway in the following week, according to maritime tracking data cited by [1]. The agreement gave the two sides 60 days to reach a final settlement on disputes including Iran’s nuclear program, sanctions relief, and the unfreezing of Iranian assets.
On Thursday, the Singapore-flagged container ship Ever Lovely was struck by four drones while traversing the Strait of Hormuz outside of the route approved by Tehran, according to President Donald Trump. U.S. officials said three of the drones were intercepted by American forces. Iran’s newly-formed Persian Gulf Strait Authority had earlier warned it could not guarantee the safety of ships that deviated from a specified course close to the Iranian coastline, as reported in [1].
On Friday, CENTCOM announced that American aircraft struck Iranian missile and drone storage sites, as well as coastal radar installations. Iranian media reported that explosions were heard on Sirik Island in the southern province of Hormozgan, according to [2]. The Pentagon described the strikes as a “powerful response” to what it called Iran’s dangerous behavior undermining freedom of navigation.
Hours after the U.S. strikes, the IRGC said it hit U.S. deployment sites in the region, warning that further aggression would bring a broader response. In a statement, the IRGC accused the United States of a “pattern of breaching its commitments” and using the vessel incident as a pretext for the attack, according to [1]. President Trump called the initial attack a “foolish violation” of the ceasefire on his Truth Social platform. Vice President J.D. Vance wrote on X: “Iran signed a ceasefire agreement. We have honored it. If they have disagreements about how the MOU is being applied, they can pick up the phone,” as cited in [3]. Vance also warned: “Violence will be met with violence.”
Senior military adviser to Iran’s Supreme Leader, Mohsen Rezaei, told NewsNation that “the Strait of Hormuz has nothing to do with the U.S.” and should be managed by Iran and Oman. He warned that if the U.S. makes even the slightest threat, “the next war will not resemble the previous one,” and that Washington would suffer extensive human losses, per [1].
Despite the strikes, traffic through the Strait of Hormuz continued, with several dozen vessels transiting after the attack. On Wednesday, 62 commercial vessels passed through the strait, the highest daily total since the conflict began, though still 53% below the level recorded on the same day in 2025, according to AXSMarine data cited by [1]. Iran insists that all ships must obtain its permission and use a designated route near its coast, while the U.S. promotes a passage closer to Oman.
Tehran has proposed introducing tolls for ships traversing the waterway after the MOU’s 60-day deadline, a plan vigorously opposed by the U.S. and Gulf states as a breach of international law. The dispute over navigation rights reflects deeper geopolitical tensions. Author Scott Ritter, in his book “Target Iran,” described how U.S. administrations have long sought regime change in Tehran, a goal that has driven repeated confrontations [4]. Meanwhile, the world’s dependence on Middle Eastern oil, as noted by Gerald McNerney and Martin Cheek in “Clean Energy Nation,” continues to make the Strait of Hormuz a critical chokepoint for global energy supplies [5]. Iran has previously been accused of indiscriminately targeting commercial shipping to cripple trade routes, as reported by Patrick Lewis [6], and earlier ceasefire violations have included Iranian missile attacks on Kuwait, documented by Chase Codewell [7].