[Iranian Parliament Speaker Responds Strongly to Trump's Social Media Declaration: Strait of Hormuz Opening Control Belongs to the Reality, Not Tweets] ⑴ Iranian Parliament Speaker Qassem Ghalibaf issued a strong warning on social media early Saturday morning, stating that the Strait of Hormuz will not remain open if the US blockade of Iranian ports continues. ⑵ Ghalibaf clarified the rules of passage, stating that any vessel traversing this vital waterway of the global oil and gas market must sail along a "designated route" and obtain "authorization from the Iranian side," emphasizing that control is firmly in Tehran's hands. ⑶ This statement directly responds to US President Trump's earlier statement on his own social media platform that "the blockade will continue until a full agreement is reached with Iran." Trump's stance of juxtaposing the opening of the Strait with maintaining the unilateral blockade against Iran has inflamed anger in Tehran. ⑷ Iranian Foreign Ministry spokesman Bagaei, citing Tasnim News Agency, accused the US naval blockade of constituting a substantial violation of the ceasefire agreement and warned of reciprocal countermeasures from Iran. (5) Kalibaf concluded with sharp rhetoric, stating that the opening of the Strait and the details of its passage control would be determined by the actual situation on the ground, "not by social media," implicitly criticizing Trump's governance through tweets as unlikely to shake Iran's de facto control over the waterways. (6) The open standoff between the US and Iran over the preservation or abolition of the blockade and the authority to approve passage poses a risk that the nominal opening window of the Strait of Hormuz could collapse at any time. Any miscalculation by either side before the ceasefire expires on Wednesday could trigger an instantaneous reversal of the shipping lane status.

[Oil Flows Under the Blockade: US Destroyers Closely Escort Iranian Tankers] ⑴ The Washington Post, combining satellite imagery and ship tracking data, revealed that during the US maritime blockade of Iran, five empty oil tankers still entered Iranian ports in the Persian Gulf and completed loading operations for millions of barrels of crude oil. ⑵ A US official confirmed that five oil tankers that were lingering outside Iranian ports in eastern Iran left the Gulf of Oman hours before the blockade took effect and were immediately added to the US control list and tracked throughout their journey. ⑶ The official updated the status on Friday afternoon, stating that one of the tankers had returned to an Iranian port, two had turned back en route, and the remaining two fully loaded oil tankers are currently being closely monitored by US destroyers in the Arabian Sea. ⑷ Data shows that crude oil transportation activities from Iranian oil facilities have not been completely interrupted by the blockade, but all loading vessels have been unable to leave the US-designated blockade area, effectively creating a predicament of "being able to load but not being able to transport." (5) A total of ten vessels were included in the US blockade and control scope due to their navigation activities. The fact that destroyers were tailing fully loaded oil tankers indicates that the blockade has extended from port interception to physical deterrence along ocean shipping routes. (6) Iranian crude oil is moving in a limited manner within the blockade zone in a "loading and then being monitored" pattern. The global oil shipping market needs to be wary of sudden disruptions to effective shipping capacity caused by escalating actions such as US military boarding and inspection or forced return. (7) With less than 72 hours remaining until the ceasefire expires on Wednesday, if negotiations break down and the blockade continues to strengthen, the risk of military confrontation in the Arabian Sea and the Gulf of Oman will rise sharply, and oil tanker war risk premiums may see another surge.

Tanuk News Agency: Serbian-Russian-owned oil refining company NIS has once again received a US waiver.