Overview
- The USS Spruance, which intercepted the Iranian‑flagged M/V Touska on Sunday, disabled its engines after hours of warnings and U.S. Marines took the ship into custody, according to CENTCOM and President Donald Trump.
- Iran’s joint military command called the boarding piracy and a ceasefire breach and state media said Tehran will skip a planned second round of Islamabad talks, citing the U.S. blockade and what it called excessive demands.
- Hormuz traffic sees fresh disruption after Iran briefly said the strait was open, with UK maritime monitors reporting gunboat fire on a tanker and another ship hit by an unknown projectile as vessels turned back from designated routes.
- Oil surged roughly 6% to 7% in early trading, with Brent near the mid‑$90s and WTI near $90, while U.S. stock futures fell as investors priced in higher energy and shipping risks.
- The two‑week U.S.–Iran ceasefire runs out Wednesday and Trump says the naval blockade will stay until a deal is signed, raising the risk of renewed strikes and further strain on a chokepoint that normally carries about one‑fifth of seaborne oil.