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Iran Conflict 2026
25MAY

Iran mines Kharg beaches for US landing

1 min read
13:55UTC

Tehran is laying anti-personnel traps and positioning anti-aircraft missiles on the island that handles 90% of Iran's oil exports.

ConflictDeveloping
Key takeaway

Iran is preparing to make any Kharg landing as costly as possible; the strategic prize may not justify the military price.

CNN reported, citing US intelligence sources, that Iran has laid anti-personnel and anti-armour mines on Kharg Island's shoreline, deployed MANPADs (shoulder-fired anti-aircraft missiles) around the perimeter, and reinforced its HAWK anti-aircraft batteries 1. Kharg handles 90% of Iran's oil exports.

The Islamic Revolutionary Guard Corps (IRGC) began the fortification after the Pentagon confirmed planning for a US Marine amphibious seizure of the island . Admiral James Stavridis, former NATO Supreme Allied Commander, told NBC: "The Iranians are clever and ruthless. They will do everything they can to inflict maximum casualties" 2.

Seizing Kharg would not reopen the Strait of Hormuz. Iran can close the strait from mainland coastal batteries and drone launchers that Kharg does not control. CENTCOM (US Central Command) has struck the island's military targets before, but a ground seizure is a different order of operation. The logic is leverage: hold Iran's oil revenue hostage until Tehran reopens the waterway.

Deep Analysis

In plain English

The US is considering sending Marines to capture a small island off Iran's coast that handles almost all of Iran's oil. The idea is to hold the island hostage. But Iran has been mining the beaches with explosives and bringing in missiles. Military experts warn this could produce heavy American casualties, and even success would not reopen the shipping lane the world needs.

Deep Analysis
Escalation

A ground operation on Kharg would be the first US troops on Iranian soil and the war's most significant escalation.

What could happen next?
  • Risk

    Significant US Marine casualties likely against prepared defences

  • Consequence

    Kharg seizure would not reopen Hormuz

First Reported In

Update #48 · Iran rejects ceasefire; Kharg fortified

CNN· 26 Mar 2026
Read original
Different Perspectives
Lloyd's of London
Lloyd's of London
The Joint War Committee left Hormuz war-risk premiums at $10-14 million per voyage on 25 May, declining to move on Brent's 5% fall. The JWC's protocol requires a UN Security Council resolution or bilateral government certification letter before de-listing, and neither has arrived: a verbal understanding does not satisfy the formal condition the reinsurance market's treaty terms require.
Gulf Arab producers
Gulf Arab producers
Saudi Arabia and UAE depend on Hormuz for their own crude exports; Aramco CEO Nasser has warned no oil market recovery arrives until 2027 if the blockade continues past mid-June. Monday's $98.96 Brent settlement shortens nothing for Gulf producers without a signed instrument and a Pentagon mine-clearance timeline that runs up to six months post-ceasefire.
Qatar
Qatar
Qatar holds $12bn of frozen Iranian assets at the centre of the sequencing dispute but cannot release them without explicit US Treasury authorisation, given the original freeze was a US instrument. As the asset-holding state, Qatar's leverage is real but passive: it is the escrow holder, not the decision-maker, and any resolution requires US Treasury sign-off that Trump has withheld.
Pakistan
Pakistan
With both Prime Minister Sharif and army chief Munir simultaneously in Beijing on 25 May, Pakistan has for the first time consolidated its civilian and military mediation tracks under China's roof. Munir's direct Tehran-to-Beijing flight signals that the security and financial threads of the sequencing problem are now being worked in parallel rather than sequentially.
China
China
Beijing hosted Pakistan's principal mediators and Iran's China envoy Ghalibaf simultaneously on 25 May while its banking regulator capped new state-bank lending to five sanctioned refiners. China is simultaneously the most credible third-party underwriter of the $12bn sequencing and the state whose institutions face live OFAC secondary-sanctions exposure if the deadlock persists through GL V's expiry.
United States
United States
Trump posted on 24 May that the blockade holds until a deal is certified and signed, ruling out the informal MOU structure both sides had been building. The 'certified, and signed' condition is the first operational bar Trump has attached in 87 days, but it arrived without an executive instrument, maintaining the gap between posted ultimatum and signed US policy.