The Iranian knot needs to be untangled, not cut – Lavrov
Israel’s erroneous belief that it can destroy Iran should not be supported by the US, the Russian foreign minister has said
RT | April 15, 2026
There is no quick fix to the crisis surrounding Iran, Russian Foreign Minister Sergey Lavrov has said. The US must recognize its underlying causes, including Israel’s goal of destroying the country, he added.
Speaking to reporters during a visit to China on Wednesday, Lavrov described the situation as “a crisis knot that will be extremely difficult to untangle.” He explained that “some parties are trying to cut it now – I don’t believe that would produce a [favorable] result.”
According to Lavrov, the current crisis stems directly from the US-Israeli attack on Iran in late February. The resulting disruption to global markets and the Iranian damage to Arab states hosting US military facilities were foreseeable consequences, he stressed.
“Israel appears totally convinced that Iran must be destroyed. I cannot understand how such a belief is possible,” Lavrov said, adding that remarks by US President Donald Trump about wiping out Iran’s civilization had sparked strong international backlash.
In addition to backing Israeli ideological motives, Washington is also pursuing dominance over global energy markets, as confirmed by Trump’s own messaging, Lavrov stated.
US and Israel hurting the Middle East
Commenting on recent US-Iran peace talks in Pakistan, Lavrov expressed hope that Washington would be “realistic, take the region’s interests into account and suspend its unprovoked aggression.”
He expressed solidarity with Gulf nations damaged in the conflict, but stressed that “those who started the war also have intentions not to allow normalization between the Arabs and Iran.”
Lavrov pointed to China’s quiet role in facilitating the 2023 agreement between Saudi Arabia and Tehran, which restored diplomatic ties after seven years and led to the reopening of embassies between the regional rivals.
Iran’s nuclear rights must be respected
Lavrov dismissed claims by the US and Israel that Iran is pursuing nuclear weapons, citing reports from international inspectors that found no evidence of such activities.
Concerns over Iran’s nuclear program were addressed under the 2019 multilateral agreement known as the JCPOA, Lavrov said, adding that “the United States destroying this initiative as Israel always wanted is a sad fact of modern history.”
He also criticized the European Union for acceding to Trump’s withdrawal from the agreement and playing “the most malicious role” in pushing snapback UN sanctions targeting Iran.
Russia, he said, remains ready to assist in finding a solution, provided that Iran’s right to develop a peaceful nuclear program is upheld.
Tankers transit Strait of Hormuz amid US attempt to impose blockade, data shows
Press TV – April 14, 2026
Shipping data indicates that three Iran-linked tankers entered the Persian Gulf through the Strait of Hormuz on Tuesday, the first day of a US attempt to impose blockade targeting vessels that call at Iranian ports.
The blockade was announced by US President Donald Trump on Sunday after peace talks between Washington and Tehran in Islamabad ended without an agreement.
According to LSEG data, the Panama-flagged medium range tanker Peace Gulf is sailing to Hamriyah port in the United Arab Emirates. Kpler data shows the ship is typically involved in transporting Iranian naphtha—a petrochemical feedstock—to non-Iranian ports in West Asia for onward shipment to Asia.
Earlier, two US-sanctioned vessels also passed through the critical waterway.
The Handy size tanker Murlikishan is heading toward Iraq to load fuel oil on April 16, according to Kpler. Formerly named MKA, the vessel has previously carried both Russian and Iranian crude.
Another sanctioned tanker, Rich Starry, is expected to be the first to leave the Persian Gulf via the Strait of Hormuz since the blockade purportedly took effect, based on LSEG and Kpler data.
The ship and its owner, Shanghai Xuanrun Shipping Co. Ltd., have been sanctioned by the United States for dealings with Iran.
LSEG data shows Rich Starry, a medium range tanker, is carrying roughly 250,000 barrels of methanol loaded at its most recent port of call, Hamriyah in the UAE. The vessel is Chinese-owned and crewed by Chinese nationals.
China’s foreign ministry on Tuesday criticized the US attempt to impose blockade on Iranian ports as “dangerous and irresponsible,” saying the move would increase regional tensions. It did not specify whether any Chinese vessels were transiting the strait.
China to Ignore Trump’s Blockade: The Strait Remains Open to Us
By Kyle Anzalone | The Libertarian Institute | April 13, 2026
China said it will not comply with the Strait of Hormuz blockade that President Donald Trump imposed on Monday. Beijing explained that it is negotiating with Tehran to transit the waterway and expects other countries not to meddle in its affairs.
Beijing is “monitoring the situation in the Middle East. Our ships are moving in and out of the waters of the Strait of Hormuz,” Chinese Defense Minister, Adm. Dong Jun, said after Trump announced the blockade. “We have trade and energy agreements with Iran. We will respect and honor them and expect others to not meddle in our affairs. Iran controls the Strait of Hormuz, and it is open for us.”
In response to a US and Israeli surprise attack on February 28, Tehran took control of the Strait of Hormuz. Iran has allowed only vessels from “friendly nations” to enter or exit the Persian Gulf and has imposed a toll. China is among the nations that have worked out deals with Iran to allow its ships to transit the Strait.
Iran says the Strait of Hormuz is now under Tehran’s control, and plans to change the toll to transit the waterway after the conflict ends.
Trump has threatened that the US will stop any ship that exits the Gulf after paying a toll to Tehran, setting up a potential confrontation with Beijing if the Navy attempts to seize a Chinese-flagged tanker.
Trump is scheduled to visit China next month to meet with President Xi. Earlier this week, the President threatened to place a 50% tariff on China if Beijing provides military support to Iran.
China issues rules on countermeasures against foreign states’ unlawful extraterritorial jurisdiction
Xinhua – April 13, 2026
Chinese Premier Li Qiang has signed a decree of the State Council to publish a new set of rules on countering foreign states’ unlawful extraterritorial jurisdiction measures.
The regulations, consisting of 20 articles, take effect upon publication.
According to the rules, such extraterritorial jurisdiction measures refer to actions taken by a foreign country that violate international law and the basic norms governing international relations and that harm China’s sovereignty, security and development interests, or the legitimate rights and interests of Chinese citizens and organizations.
The rules also stipulate that the Chinese government has the authority to take countermeasures in response to such actions.
They also state that the Chinese government has the authority to exercise extraterritorial jurisdiction over relevant conduct if a sufficient nexus exists.
The regulations establish a system of a malicious entity list targeting foreign organizations and individuals that promote or participate in the implementation of a foreign state’s unlawful extraterritorial jurisdiction measures.
The regulations also state that no organization or individual shall enforce or assist in enforcing such unlawful jurisdiction measures.
The regulations state that Chinese citizens and organizations affected by unlawful extraterritorial jurisdiction measures may file lawsuits against those enforcing them, and that government authorities will provide guidance and support for such legal actions.
Chinese authorities have repeatedly expressed firm opposition to the abuse of unilateral sanctions and long-arm jurisdiction.
China’s law on countering foreign sanctions was adopted in 2021. Key meetings of the Communist Party of China in recent years also pledged to strengthen mechanisms for countering foreign sanctions, interference, and long-arm jurisdiction.
Tomorrow’s naval blockade showdown
How will China react?
Ashes of Pompeii | April 12, 2026
Apparently tomorrow morning, April 13, at 10 a.m. ET the blockade of Iran’s ports by the US will begin. Make no mistake, this is primarily pointed at Iran’s trade with China. The Trump team seem to still think they can kill two birds with one stone – bring down the Islamic Republic and also economically weaken China. In this article I will focus on China, in particular, one aspect of the US/China relationship that gets little attention but which can be a “nuclear bomb” for China. Much discussion in the US about the boom in data center construction, but far less discussion of the total reliance on Chiina for these builds.
It has been estimated by multiple sources that literally all of the US growth in the past year has been due to the AI boom, specifically, due to AI data center builds. Without this ,US growth would be flat, potentially even negative. Even without the Iran war and rising energy costs, data center construction in the U.S. is currently facing significant headwinds, resulting in delays and escalating costs. The primary driver is the strained supply chain, impacting the availability of critical components like switchgear, generators, and specialized cooling equipment. Lead times for these items have stretched considerably, pushing project timelines back by months, if not quarters.
There are other factors for the slow down, especially chip and labor shortages, regulatory hurdles, and the increasing costs of infrastructure. This isn’t the place to delve into all of the factors, but the point is this vital sector for the US economy is in an extremely fragile state. One small push and it can come tumbling down.
And it turns out that whether this sector continues to keep the US out of recession or not is entirely in China’s hands. Forget chips as the vital factor, especially as other US allies control most of the chip production. Just as real a bottleneck is in Chinese electrical components. There is currently a backlog of several years for many of these. Sure, potentially in the long run, there can be many sources for these components. But not tomorrow. Or the day after.
With just the flick of a switch, China stop exporting these components and the AI boom dies almost instantly. And with it, any hopes for real growth in the US economy over the coming months or years.
I obviously don’t know how China will react, or what measures it will enact, if the US navy does go through with its blockade tomorrow. What I outline here is just one of many potential levers the Chinese can pull (rare earths, pharma base ingredients, T-Bills, …)
But don’t expect the US blockade to impact China too severely any time soon.
Chinese jet fuel and the myth of energy independence
Inside China Business | April 8, 2026
Except for in Russia and (ironically) Iran, the war in the Persian Gulf has blown up energy markets everywhere. Worldwide, no country is self-sufficient in all its energy needs, and disruptions in a supply chains anywhere result in major problems everywhere. China is the largest refiner of jet fuel in Asia-Pacific, and has enormous reserves of crude stashed away, which can last months. But immediately after the war on Iran began, China locked down its exports of jet fuel. The effect on prices across Asia was felt immediately, with costs more than doubling in just six weeks. In the United States, fuel prices also soared, and also by over 100%.
Resources and links:
$140, and going higher: That’s the real price of oil, right now. Oil traders will be wiped out. 
• $140, and going higher: That’s the real p…
Singapore’s major oil source is blocked and experts warn Australians will pay https://www.abc.net.au/news/2026-04-0…
Australia and Japan face jet fuel supply crunch as China cuts exports https://www.scmp.com/economy/china-ec…
Daily Jet Fuel Spot Prices https://www.airlines.org/dataset/argu…
America’s energy independence https://no01.substack.com/p/americas-…
US crude oil exports decreased by 3% in 2025 despite higher production (+3%) https://www.enerdata.net/publications…
Petroleum & Other Liquids, Imports by Country of Origin https://www.eia.gov/dnav/pet/pet_move…
China set to extend fuel export ban with small exemptions, sources say https://www.reuters.com/world/asia-pa…
South Korea to enforce 5-day vehicle rotation system as Mideast conflict hits energy supplies https://www.aa.com.tr/en/asia-pacific…
Russia, China block Bahrain-sponsored UN resolution on Strait of Hormuz
Press TV – April 7, 2026
Russia and China vetoed a UN Security Council resolution on Tuesday that called for states to coordinate efforts to protect commercial shipping in the Strait of Hormuz.
The draft resolution, prepared by Bahrain and supported by the United States, received 11 votes in favor, two against and two abstentions – Pakistan and Colombia.
The text was already diluted from the initial goal of obtaining clearance to “unblock” the strait by force.
The latest draft “strongly encourages states… to coordinate efforts, defensive in nature, commensurate to the circumstances, to contribute to ensuring the safety and security of navigation, including through the escort of merchant and commercial vessels.”
It also “demands” that Iran “immediately cease all attacks against merchant and commercial vessels and any attempt to impede transit passage or freedom of navigation in the Strait of Hormuz.”
The critical waterway has been nearly blocked since the United States and Israel launched their war of aggression on February 28, sending ripple effects throughout the global economy.
Iran says it has not blocked the strait but imposed restrictions due to the security conditions created in the wake of the war on the country.
Tehran says all vessels must coordinate with it before trying to pass the waterway, which lies within its territorial waters.
It says it will not allow ships affiliated with the aggressors and their supporters to pass through the strait.
The Iranian Parliament has recently been discussing legislation to create a new legal regime for the strait to charge fees for safe transit through the strait.
Nations across Asia strike direct deals with Iran for Hormuz passage
Al Mayadeen | April 7, 2026
As US President Donald Trump threatens to “obliterate” Iran’s energy infrastructure unless it reopens the Strait of Hormuz, a growing number of countries are now negotiating directly with Tehran to secure safe passage for their ships.
Several nations in Asia, arguably the region most affected by the ongoing fuel crisis, have been able to get their vessels through the chokepoint, through which about a fifth of the world’s oil and gas normally transits. Tehran effectively closed the Strait after the country was attacked by the US and “Israel” on February 28.
It is a state of affairs that reflects a new geopolitical reality: access to the world’s most critical energy chokepoint is no longer governed by international maritime law, but by direct diplomacy with Iran.
A ‘de facto toll booth regime’
According to maritime tracking platform Kpler, commodity traffic through the strait fell by 95 percent when the war began. Before the US-Israeli aggression, around 100 ships transited daily. On some days this past week, that number was in the single digits.
But Iran has not closed the Strait entirely. Instead, it has created what maritime intelligence firm Lloyd’s List has described as a “de facto toll booth regime,” a permissions-based system operated by the IRGC, in which vessels from friendly countries are escorted through a narrow northern corridor near Larak Island.
As of this week, a second southern corridor near the Omani coastline has become operational, with Windward Maritime Intelligence tracking 11 transits on Sunday split across the two routes.
Iran names friendly nations
Iran’s Foreign Minister Abbas Araghchi has publicly named the countries considered friendly enough for passage: China, Russia, India, Iraq, and Pakistan. Several others have since joined the list.
India was among the first countries to secure safe transit, reportedly without paying any fees. The Iranian embassy in New Delhi posted on social media that “our Indian friends are in safe hands.”
Pakistan was allocated 20 vessel slots by Tehran. “This is a welcome and constructive gesture by Iran,” Pakistani Foreign Minister Ishaq Dar said.
Thailand struck a deal after weeks of disruptions that included a Thai bulk carrier being struck by Iranian projectiles in March, leaving three crew members unaccounted for. A Thai tanker subsequently crossed without paying a fee.
Malaysia secures passage
Malaysia secured assurances of safe passage through what its Transport Minister described as a “good diplomatic relationship with the Iranian government.” The Iranian embassy in Kuala Lumpur said on Monday that the first Malaysian ship had passed through the strait since the war began. “Iran does not forget its friends,” it said.
A Malaysian Foreign Ministry statement confirmed that one of seven Malaysian-owned commercial vessels stranded in the strait has been granted safe passage and is now heading to its destination, following “high-level diplomatic engagements” and “constructive” talks with Iranian officials led by Prime Minister Anwar Ibrahim.
Other nations join the list
The Philippines, despite its close ties with the US, became the latest Asian country to secure an agreement after what its foreign secretary described as “a very productive phone conversation” with Tehran. Iran assured “safe, unhindered and expeditious passage” for Philippines-flagged ships.
China, Iran’s largest oil buyer, confirmed that some of its ships had sailed through. Windward’s data show Chinese-linked vessels account for around 10 percent of the limited traffic still moving through the strait.
Indonesia secured passage for two of its vessels following diplomatic engagement with Tehran. Iraq has also been granted an exemption, with Windward identifying 21 Iraqi-linked tankers already operating under the arrangement.
Japan joined the list this week after a vessel operated by Mitsui OSK Lines carrying liquefied natural gas passed through the strait.
A system based on political alignment
The system is selectively allocated based on political alignment rather than open maritime norms. Of the roughly 280 global transit requests tracked by one intelligence firm, only 17 were approved. Some 670 commodity vessels were still stranded west of the strait as of last week.
Iran’s parliament is pursuing legislation to formally codify the toll system, likely making permanent a wartime measure and turning one of the world’s most important shipping routes into a fee-paying corridor controlled by its military.
A strategy that works
While Washington threatens military action and demands European naval support, Iran has quietly built a parallel system: nations that engage with Tehran diplomatically get their ships through. Those who follow Washington’s lead find the strait closed.
As the US-Israeli war on Iran enters its sixth week, the message is clear. Iran controls the Strait. Iran decides who passes. And Iran is proving that diplomacy, not threats, is the only path through. The countries that need their ships to move are making their own deals, and they are getting results.
NATO’s structural collapse – the outcome of deviation from reality
Global Times | April 3, 2026
When Donald Trump threatened to withdraw the US from NATO, Western capitals seemed not to show particular surprise; it was clear they had anticipated it. But the more important question is why, at this particular moment, such a statement could be made at all.
NATO’s current crisis is the consequence of a slow, structural erosion that has been underway for decades. It is also due to its inability to keep pace with the rapidly developing multipolar world.
The alliance’s original logic was straightforward. The Soviet Union posed a clear and present danger. Western Europe needed American protection. Washington needed strategic depth on the European continent. The threat was real, shared, and sufficient to hold divergent interests together.
That threat disappeared in 1991. NATO did not. Instead of dissolving, the alliance tried to consolidate its coherence. Therefore, it had to find a new target.
It began expanding eastward, then globally. Some voices have called for extending its reach into the Indo-Pacific, even to form an “economic NATO” against China, raising questions about NATO’s strategic focus and relevance in a changing world.
An alliance that must continually invent new enemies to justify its existence is already in structural trouble.
In an increasingly multipolar world, NATO’s attempt to wield military power, primarily through American power, to manage global affairs is no longer possible. However, some within NATO have not recognized this change.
The deeper problem is that Western interests have quietly but fundamentally diverged. When the Russia-Ukraine conflict erupted, Europe absorbed the consequences, including soaring energy prices, industrial outflow, and waves of refugees. Today, Europe’s economic outlook is sluggish, and trade friction with the US persists.
Europe has begun asking an uncomfortable question: Are we defending shared values that unite us, or merely subsidizing others’ strategic ambitions? This distinction has raised doubts about the alliance’s purpose.
The war in Iran has sharpened that question considerably.
European governments refused to participate. Even Britain, Washington’s most reliable partner, declined. This was not betrayal but a calculation rooted in domestic political shifts and strategic priorities, illustrating how internal political changes in key NATO members influence alliance cohesion and decision-making.
Trump’s rise is itself a symptom of deeper forces. America’s middle class has hollowed out. The US failures in Afghanistan and Iraq destroyed the domestic legitimacy of overseas intervention. Younger Americans show little attachment to the idea of their country as the world’s indispensable guarantor.
The fiscal arithmetic is unforgiving. The US federal debt has exceeded $36 trillion. Interest payments now surpass the defense budget. The cost of maintaining a global military presence is real, recurring, and increasingly unsustainable. This is not ideology. It is arithmetic.
As for an economic NATO directed at China, the very ambition reveals the depth of Western strategic anxiety. But if the military alliance is already fracturing, what would hold together a coalition that would ask its members to prepare for a long economic war with China, the world’s second-largest economy? Such a move would be fatal for NATO member states.
The idea of using NATO to expand Western ideology globally is either out of touch with the times or simply foolish. NATO no longer possesses that kind of power.
History offers no example of a great power that maintained its global commitments indefinitely after internal contradictions, economic decline, and domestic fractures. The US will not be the exception, highlighting the need for strategic adaptation.
NATO’s story is not yet finished. But the forces pulling it apart are not the invention of any single administration. They are the accumulated weight of unresolved contradictions, contradictions that have been building since the wall came down.
Trump did not create that weight. He simply brought forward the moment it hit the ground.
The war in Iran has provided the world with a window into what awaits hegemonic powers if they fail to keep pace with global progress. The fate of NATO is no exception.
Poll finds world views China better than US
Xinhua | April 4, 2026
A poll conducted by Gallup found that China surpassed the United States in global approval ratings in 2025, with a median of 36 percent approving of China’s leadership, compared with 31 percent for the United States.
Gallup’s report published Friday said China’s five-percentage-point advantage over the United States is the widest it has recorded in China’s favor in nearly 20 years.
The recent shift reflects a decline in US ratings alongside an increase for China. Median approval of US leadership fell from 39 percent in 2024 to 31 percent in 2025, returning to earlier lows, while China’s approval rose from 32 percent to 36 percent, according to the report.
The latest results are based on Gallup surveys conducted in 2025 in more than 130 countries, with around 1,000 respondents in each country. They do not account for recent U.S. foreign policy moves since the beginning of 2026, including its attack on Iran and its withdrawal from 66 international organizations.
Approval of US leadership has declined across many US allied nations, including many NATO partners, and sunk the most in Germany by 39 percentage points.
Now everyone is dumping US government bonds
Inside China Business | April 3, 2026
Foreign central banks and institution are selling off their holdings of US Treasury bonds. The war against Iran is driving bondholders to dump US government debt at a record pace, and foreign Treasury holdings at the NY Fed are at the lowest level in nearly fifteen years. The heavy liquidations are driving bond yields in the United States higher, and borrowing costs for government, and American households and businesses, are spiking higher.
Resources and links:
Foreign Central Banks Cut New York Fed Treasury Holdings To 2012 Lows https://finimize.com/content/foreign-…
China is dumping US treasuries and buying Gold https://www.fxstreet.com/analysis/chi…
Foreign central banks sell US Treasuries amid war in Iran https://ft.pressreader.com/1389/20260…
China’s Years-Long Retreat From US Treasuries Flags Bigger Risks https://www.bloomberg.com/news/articl…
Chinese Bonds Are Appealing as Reserve Assets, Gavekal Says https://www.bloomberg.com/news/articl…
China surpasses $1 trillion trade surplus despite Trump tariffs https://businessreport.co.za/business…
Lesson 3 (above). Balance of Payments — Why Current and Capital Accounts Net Out. https://www.aei.org/carpe-diem/khan-a…
UN vote on Hormuz force delayed as Iran issues warning
Al Mayadeen | April 3, 2026
The United Nations Security Council on Friday postponed a vote on a draft resolution authorizing force in the Strait of Hormuz, as divisions deepen among major powers amid the ongoing war on Iran.
Iranian Foreign Minister Abbas Araghchi warned ahead of the session that any move within the Council could escalate tensions further. “Any provocative action by the aggressors and their supporters, including in the UN Security Council regarding the situation in the Strait of Hormuz, will only complicate the situation,” he said.
The vote, initially scheduled for today, concerned a Bahrain-led proposal that would allow the use of “defensive” force to protect commercial shipping in the strategic waterway. The measure is backed by the United States and several Gulf states, which have been heavily impacted by the disruption of maritime traffic.
However, the session was delayed with no new date announced. Russia, China, and France have raised objections to earlier drafts, particularly over language that could authorize military action, warning that such steps risk widening the war.
Diplomatic wrangling has already forced Bahrain to revise the proposal multiple times. Earlier versions reportedly included language permitting “all necessary means,” a formulation commonly interpreted as allowing military force, before being scaled back under pressure from opposing members.
The evolving text has been repeatedly watered down in an effort to avoid a veto, shifting from explicit authorization of force toward more limited “defensive” measures, with additional conditions on how any action would be carried out.
Despite backing the broader push led by Bahrain and the United States, France has played a more complex role in negotiations. Paris has participated in drafting efforts while also resisting stronger provisions, joining Russia and China in blocking earlier versions of the resolution during the so-called “silence procedure”, effectively preventing its automatic adoption.
At the same time, France has pushed for de-escalation and a delayed or limited mandate instead of immediate authorization of force, amid concerns that military action would further destabilize the situation.
The dispute unfolds against the backdrop of a severe crisis in the Strait of Hormuz, driven by Iranian restrictions imposed in retaliation for US-Israeli aggression. The resulting disruption to tanker traffic has triggered a major shock to global energy markets.
Despite the military buildup, Iran has maintained a controlled approach to maritime transit, allowing selective passage for non-hostile states while restricting vessels linked to the United States, “Israel,” and their allies.
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Israel’s recurring use of terror on civilians
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Insanely disproportionate use of violence against unarmed civilians… continue
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