霍尔木兹海峡第二天再度爆发冲突，以及对两艘空船油轮的空袭，被拿来说明停火极度脆弱。油市对再起事变高度敏感：布伦特原油收在约每桶 101 美元，但每周仍下跌约 6%。该海峡极其关键，因为它通常承载全球约五分之一的石油与液化天然气运输，所以一旦冲突升温，往往推高油价并加剧政治压力。
在外交上，JD Vance 与卡塔尔首相在多哈会谈，美国与卡塔尔讨论双边关系、伊朗局势、安全与 LNG 市场，卡塔尔仍继续扮演斡旋者；同时，Donald Trump 下周将赴北京与 Xi Jinping 会晤。特朗普受到来自国内外的压力，焦点放在伤亡、供应与汽油价格。伊朗称最新美方打击违反停火，并称其已在阿曼湾扣押一艘疑似受制裁、并载有伊朗油品的油轮，同时指出此前对美军舰艇的攻击争议显示政策困境。近期，阿联酋表示受到两枚弹道飞弹与三架无人机攻击，造成三人轻伤；纽约时报引用卫星影像称克尔格岛附近海域出现一大片油污，已超过 20 平方英里（约 52 平方公里）。
The US says Iran is still reviewing Donald Trump’s latest ceasefire proposal after a month of instability around the Strait of Hormuz, and Iran’s Foreign Ministry spokesman Esmail Baghaei gave no deadline and no sign of acceptance or rejection. Trump told reporters at the White House he still expected an answer “tonight,” and warned that he would take another route if Iran did not sign, saying the US could return to Project Freedom and expand it into “Project Freedom Plus.” The one-page plan calls for reopening the Strait and lifting US port restrictions within about one month; if Iran accepts it, the 10-week war could end quickly, though a separate Iran nuclear negotiation would still be required.
Fighting resumed for a second day in the Strait and strikes against two empty tankers were cited as evidence the ceasefire is highly fragile. Oil markets remained sensitive to any escalation: Brent crude settled around $101 per barrel, while still falling about 6% for the week. The Strait is highly significant because it normally carries about one-fifth of global oil and LNG movement, so renewed conflict quickly translates into price pressure and political fallout.
Diplomatically, JD Vance met the Qatari prime minister in Doha to discuss bilateral ties, the Iran file, security, and LNG markets, with Qatar continuing as mediator; meanwhile Donald Trump is scheduled to meet Xi Jinping in Beijing next week. Pressure on Trump is rising domestically and internationally, focused on casualties, supply risk, and gasoline prices. Iran said the latest US strikes violated the ceasefire, said it had seized a tanker in the Gulf of Oman that appeared sanctioned and carrying Iranian oil, and said earlier attacks tied to US warship incidents showed policy deadlock. In the latest incidents, the UAE reported two ballistic missiles and three drones hitting it, with three moderate injuries; satellite images showed a major oil slick off Kharg Island spreading beyond 20 square miles (about 52 km²).