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US Mulls Plan to Disrupt Iran’s Oil by Halting Vessels at Sea
The Liberian-flagged oil tanker Ice Energy transfers crude oil from the Iranian-flagged oil tanker Lana (former Pegas), off the shore of Karystos, on the Island of Evia, Greece, May 26, 2022. REUTERS/Costas Baltas
US President Donald Trump’s administration is considering a plan to stop and inspect Iranian oil tankers at sea under an international accord aimed at countering the spread of weapons of mass destruction, sources familiar with the matter told Reuters.
Trump has vowed to restore a “maximum pressure” campaign to isolate Iran from the global economy and drive its oil exports to zero, in order to stop the country from obtaining a nuclear weapon.
Trump hit Iran with two waves of fresh sanctions in the first weeks of his second term, targeting companies and the so-called shadow fleet of ageing oil tankers that sail without Western insurance and transport crude from sanctioned countries.
Those moves have largely been in line with the limited measures implemented during former President Joe Biden’s administration, during which Iran succeeded in ramping up oil exports through complex smuggling networks.
Trump officials are now looking at ways for allied countries to stop and inspect ships sailing through critical chokepoints such as the Malacca Strait in Asia and other sea lanes, according to six sources who asked not to be named due to the sensitive subject.
That would delay delivery of crude to refiners. It could also expose parties involved in facilitating the trade to reputational damage and sanctions, the sources said.
“You don’t have to sink ships or arrest people to have that chilling effect that this is just not worth the risk,” one of the sources said.
“The delay in delivery … instills uncertainty in that illicit trade network.”
The administration was examining whether inspections at sea could be conducted under the auspices of the Proliferation Security Initiative launched in 2003, which aims to prevent the trafficking of weapons of mass destruction.
The US drove that initiative, which has been signed by over 100 governments.
This mechanism could enable foreign governments to target Iran‘s oil shipments at Washington’s request, one of the sources said, effectively delaying deliveries and hitting supply chains Tehran relies upon for revenue.
The National Security Council, which formulates policy in the White House, was looking into possible inspections at sea, two of the sources said.
It was unclear if Washington had yet approached any signatories to the Proliferation Security Initiative to test their willingness to cooperate with the proposal.
John Bolton, who was the US lead negotiator for the initiative when it was formed, told Reuters “it would be fully justified” to use the initiative to slow down Iran oil exports. He noted that selling oil was “obviously critical to raise revenue for the government of Iran to conduct both its proliferation activities and support for terrorism.”
The White House National Security Council did not respond to requests for comment.
Iran‘s oil and foreign ministries did not respond to separate requests for comment.
Iranian President Masoud Pezeshkian told Iran‘s parliament on March 2 that Trump “has once again signed an order sanctioning many of our ships at sea, leaving them uncertain about how to unload their oil and gas cargo.” He was referring to Trump’s latest round of sanctions.
POTENTIAL BLOWBACK
Previous attempts to seize Iranian oil cargoes have triggered retaliation by Iran.
The US tried to interdict at least two cargoes of Iranian oil in 2023, under Biden. This prompted Iran to seize foreign ships – including one chartered by Chevron Corp, which sent crude prices higher.
The current low oil price environment gives Trump more options to block Iranian oil flows, from sanctions on tanker companies to seizing ships, according to Ben Cahill, an energy analyst at the Center for Energy and Environmental Systems at the University of Texas.
“I think if prices stay below $75 a barrel, the White House has more latitude to look at sanctions that would affect, you know, supply from Iran and other countries. It would be much harder to do this in a $92 per barrel environment,” Cahill said.
Aggressive US action could cut Iran exports by some 750,000 barrels per day in the short term, he said, but the longer the sanctions are in place, the less effective they are as Iran and buyers figure out ways around them.
A speedy resumption of oil exports from Iraq’s semi-autonomous Kurdistan region would help offset any fall in Iranian exports. Reuters previously reported that the White House is piling pressure on Iraq to allow Kurdish oil exports to restart or face sanctions alongside Iran.
Despite US sanctions in recent years, Tehran’s oil exports brought in $53 billion in 2023 and $54 billion a year earlier, largely in trades with China, according to US Energy Information Administration estimates.
Iran relies on oil exports to China for vital revenue. Russia, which faces restrictions on oil exports and broader Western sanctions, is similarly focused on shipping oil to buyers in China and India.
Finland and other Nordic countries have warned in recent months of the dangers of ships sailing close to their shores and the environmental risks they pose to their shores in oil spills if there is an accident.
While European countries have spoken about inspections of ships transporting Russian oil suspected of not having valid insurance, little action has been taken and none mooted for vessels hauling Iranian oil.
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Iran Rejects US Nuclear Proposal, Says ‘Counteroffer’ Coming as Talks Stall Over Uranium Enrichment, Sanctions
Iran’s Supreme Leader Ayatollah Ali Khamenei speaks during a meeting in Tehran, Iran, May 20, 2025. Photo: Office of the Iranian Supreme Leader/WANA (West Asia News Agency)/Handout via REUTERS
Iran has denounced the latest nuclear proposal from the United States as “unprofessional and untechnical,” reaffirming the country’s right to enrich uranium and announcing plans to present a counteroffer in the coming days.
“After receiving the American proposal regarding the Iranian nuclear program, we are now preparing a counteroffer,” Ali Shamkhnai, political adviser to Iran’s Supreme Leader Ayatollah Ali Khamenei, said in an interview on Wednesday.
Shamkhani criticized the White House draft proposal as “not well thought out,” emphasizing its alleged failure to address sanction relief — a key demand for Tehran under any deal with Washington.
“There is no mention whatsoever of lifting sanctions in the latest American proposal, even though the issue of sanctions is a fundamental matter for Iran,” Shamkhnai said.
The Iranian official also warned that Tehran will not allow the US to dismantle its “peaceful nuclear program” or force uranium enrichment down to zero.
“Iran will never relinquish its natural rights,” Shamkhani said.
Washington’s draft proposal for a new nuclear deal was delivered by Omani officials — who have been mediating negotiations between Iranian Foreign Minister Abbas Araghchi and US Special Envoy to the Middle East Steve Witkoff — during last month’s talks in Rome.
On Wednesday, Khamenei dismissed such an offer, saying it “contradicts our nation’s belief in self-reliance” and runs counter to Iran’s key objectives.
“The proposal that the Americans have presented is 100 percent against our interests,” the Iranian leader said during a televised speech.
“The rude and arrogant leaders of America repeatedly demand that we should not have a nuclear program. Who are you to decide whether Iran should have enrichment?” Khamenei continued.
After five rounds of talks, diplomatic efforts have yet to yield results as both adversaries clash over Iran’s demand to maintain its domestic uranium enrichment program — a condition the White House has firmly rejected.
In April, Tehran and Washington held their first official nuclear negotiation since the US withdrew from a now-defunct 2015 nuclear deal that had imposed temporary limits on Iran’s nuclear program in exchange for sanction relief.
Since taking office, US President Donald Trump has sought to curtail Tehran’s potential to develop a nuclear weapon that could spark a regional arms race and pose a threat to Israel.
Meanwhile, Iran seeks to have Western sanctions on its oil-dependent economy lifted, while maintaining its nuclear enrichment program — which the country insists is solely for civilian purposes.
As part of the Trump administration’s “maximum pressure” campaign against Iran — which aims to cut the country’s crude exports to zero and prevent it from obtaining a nuclear weapon — Washington has been targeting Tehran’s oil industry with mounting sanctions.
Amid the ongoing diplomatic deadlock, Israel has declared it will never allow the Islamist regime to acquire nuclear weapons, as the country views Iran’s nuclear program as an existential threat.
However, Israeli Prime Minister Benjamin Netanyahu pledged to uphold any agreement that prevents Tehran from enriching uranium.
“But in any case, Israel maintains the right to defend itself from a regime that is threatening to annihilate it,” Netanyahu said in a press conference last month, following reports that Jerusalem could strike Iranian nuclear sites if ongoing negotiations between Washington and Tehran fail.
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Day After Colorado Attack, Founder of Anti-Israel Group Chides Activists Who Are Insufficiently ‘Pro-Resistance’
Nerdeen Kiswani, founder of WithinOurLifetime (WOL), leading a pro-Hamas demonstration in New York City on Aug. 14, 2024. Photo: Michael Nigro via Reuters Connect
Nerdeen Kiswani, the founder of the radical anti-Israel organization Within Our Lifetime, chastised those within the pro-Palestinian movement who only support “resistance” in the abstract but not in practice following Sunday’s antisemitic attack in Boulder, Colorado.
“A lot of people who call themselves anti-Zionist or pro-resistance don’t actually understand what resistance is,” Kiswani posted on X/Twitter on Monday. “They support it in theory, but when it shows up in practice, they hesitate, distance themselves, or shift the conversation entirely.”
She continued, “And it makes it even harder for those of us who are principled to take public stances. We’re already marginalized, already painted as extreme or dangerous and that isolation only deepens when others in the movement won’t stand firm when it counts.”
Kiswani’s comments came the day after a man threw Molotov cocktails at a Boulder gathering where participants were rallying in support of the Israeli hostages who remain in captivity in Gaza — which resulted in 15 injuries, including some critically, in what US authorities called a targeted terrorist attack. Her tweets also came less than two weeks after a gunman murdered two Israeli embassy staffers in Washington, DC, while they were leaving an at the Capital Jewish Museum hosted by the American Jewish Committee. In both attacks, the perpetrator yelled “Free Palestine” as they targeted innocent civilians, according to the Federal Bureau of Investigation (FBI).
After Kiswani’s social media posts sparked some backlash among pro-Israel users on X, she provided limited pushback on the idea that it was an expression of support for the prior day’s attack in Colorado.
“Zionists are freaking out in the QTs about this, insisting it’s about Colorado,” she wrote. “Newsflash: the world doesn’t revolve around you. Resistance hasn’t stopped in Gaza, look at what just happened in Jabalia [where three IDF soldiers were killed] for instance. The perpetual victimhood is getting old.”
However, Kiswani did not say her comment had no connection to the attack in Colorado, and she did not say that she opposed the firebombing.
Kiswani and her group, Within Our Lifetime (WOL), have been at the forefront of anti-Israel and pro-Hamas activism since Hamas-led Palestinian terrorists killed 1,200 people and abducted 251 hostages during their invasion of southern Israel on Oct. 7, 2023, a massacre that started the war in Gaza.
On Oct. 8, 2023, one day after the biggest single-day slaughter of Jews since the Holocaust, WOL organized a protest to celebrate the prior day’s attack, which it described as an effort to “defend the heroic Palestinian resistance.” Kiswani notably refused to condemn Hamas and the Oct. 7 massacre following the atrocities.
Then, in Apil 2024, Kiswani refused to condemn the chant “Death to America” and organized a mass demonstration to block the “arteries of capitalism” by staging a blockade of commercial shipping ports across the world in protest of Western support for the Jewish state. That same month, she was banned from Columbia University’s campus in New York City after leading chants calling for an “intifada,” or violent uprising.
The following month, Kiswani led a demonstration in Brooklyn, New York in which she lambasted the local police department, claimed then-US President Joe Biden will soon die, and called for the destruction of Israel.
That proceeded the activist saying she does not want Zionists “anywhere” in the world while speaking in defense of a person who called for “Zionists” to leave a crowded subway car in New York City.
WOL, which planned a protest last year to celebrate the one-year anniversary of the Oct. 7 massacre, was also behind demonstrations at the Nova Music Festival exhibit, which commemorated the more than 300 civilians slaughtered by Hamas while at a music festival.
The latter protest prompted widespread condemnation, including from Biden and even progressive members of the US Congress who are outspoken against Israel.
US Rep. Alexandria Ocasio-Cortez (D-NY), for example, posted on social media that the “callousness, dehumanization, and targeting of Jews on display at last night’s protest outside the Nova Festival exhibit was atrocious antisemitism – plain and simple.”
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Israel’s Defense Exports Hit Record $15 Billion in 2024 Despite European Pressure, Calls for Arms Embargo
Israeli troops on the ground in Gaza. Photo: IDF via Reuters
Israel reached a new all-time high in defense exports in 2024, nearing $15 billion — the fourth consecutive year of record-breaking sales — despite mounting international criticism over the war in Gaza and growing pressure from European countries to suspend arms deals.
In a press release on Wednesday, Israel’s Defense Ministry announced that defense exports reached over $14.7 billion last year — a 13 percent increase from 2023 — with more than half of the deals valued at over $100 million.
According to the ministry, Israel’s military exports have more than doubled over the past five years, highlighting the industry’s rapid expansion and growing global demand.
“This tremendous achievement is a direct result of the successes of the IDF [Israel Defense Forces] and defense industries against Hamas in Gaza, Hezbollah in Lebanon, the Houthis in Yemen, the Ayatollah regime in Iran, and in additional arenas where we operate against Israel’s enemies,” Israeli Defense Minister Israel Katz said in a statement.
“The world sees Israeli strength and seeks to be a partner in it. We will continue strengthening the IDF and the Israeli economy through security innovation to ensure clear superiority against any threat – anywhere and anytime,” Katz continued.
In 2024, over half of the Jewish state’s defense contracts were with European countries — up from 35 percent the previous year — as many in the region have increased their defense spending following Russia’s 2022 invasion of Ukraine.
Despite increasing pressure and widespread anti-Israel sentiment among European governments amid the current conflict in Gaza, this latest data seems to contradict recent calls by European leaders to impose an arms embargo on the Jewish state over its defensive campaign in Gaza against the Palestinian terrorist group Hamas.
On Wednesday, Germany reversed its earlier threat to halt arms deliveries to Israel, reaffirming its commitment to continue cooperation and maintain defense contracts with Jerusalem.
“Germany will continue to support the State of Israel, including with arms deliveries,” German Foreign Minister Johann Wadephul told lawmakers in parliament.
Last week, Berlin warned it would take unspecified measures against Israel if it continued its military campaign in Gaza, citing concerns that exported weapons were being used in violation of humanitarian law.
“Our full support for the right to exist and the security of the State of Israel must not be instrumentalized for the conflict and the warfare currently being waged in the Gaza Strip,” Wadephul said in a statement.
Germany would be “examining whether what is happening in the Gaza Strip is compatible with international humanitarian law,” he continued. “Further arms deliveries will be authorized based on the outcome of that review.”
Spain and Ireland are among the countries in Europe that have threatened or taken steps to limit arms deals with Israel, while others such as France have threatened unspecified harsh measures against the Jewish state.
According to the Israeli defense ministry’s report, since the outbreak of war on Oct. 7, 2023, after the Hamas-led invasion of and massacre across southern Israel, the operational successes and proven battlefield performance of Israeli systems have fueled strong international demand for Israel’s defense technology.
Last year, the export of missiles, rockets, and air defense systems reached a new high, making up 48 percent of the total deal volume — up from 36 percent in 2023.
Similarly, satellite and space systems exports surged, accounting for 8 percent of total deals in 2024 — quadrupling their share from 2 percent in 2023.
While Europe dominated Israel’s defense export market in 2024, significant portions also went to other regions. Asia and the Pacific made up 23 percent of total sales — slightly lower than in previous years, when the region approached 30 percent.
Exports to Abraham Accords countries fell to 12 percent, down from 23 percent in 2022, while North America remained stable at around 9 percent.
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