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Pakistan Hormuz deal: 40 ships of 2,000

2 min read

23:27UTC

Islamabad secured passage for 20 more vessels, but the deal covers a fraction of the queue and preserves Iran's legal claim over the strait.

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ConflictDeveloping

Key takeaway

Pakistan's Hormuz deal reinforces Iran's sovereignty claim while covering under 2% of stranded vessels.

Pakistan secured a second bilateral deal with Iran: 20 more vessels at two per day, bringing the total to approximately 40 Pakistani-flagged ships ¹. Iran's state media framed it as a bilateral arrangement, not a concession on Hormuz sovereignty. Against approximately 2,000 stranded ships , 40 vessels represents less than 2% of the queue.

Prime Minister Shehbaz Sharif held what Pakistani officials described as "extensive discussions" with Iranian President Masoud Pezeshkian. Finance Minister Ishaq Dar called the deal a "harbinger of peace." It is not. Every bilateral deal reinforces Tehran's leverage by demonstrating that Hormuz passage now flows from Iranian permission, not international law. Each agreement concedes the premise that Iran controls the strait .

Deep Analysis

In plain English

The Strait of Hormuz has about 2,000 ships stuck waiting to pass through. Pakistan negotiated a deal to get 40 of its own ships through, two per day. That is less than 2% of the queue. The deal is significant not for the ships it moves but for what it implies: Pakistan accepted that Iran's permission is required to transit an international waterway. International law says Iran has no right to charge that toll or require that permission. Every bilateral deal like this one makes it slightly harder to argue that Iran is violating international law, because sovereign states are effectively recognising Iran's authority by asking for its approval.

Source Landscape

This story draws predominantly on Iran state media, with sources from Iran

Iran

Against roughly 2,000 stranded vessels carrying an estimated 20,000 seafarers and cargo valued in the billions, 40 Pakistani-flagged vessels represents a negligible proportion. The deal's economic significance for global markets is near zero; its political and legal significance is substantial.

Consensus view: The Atlantic Council and the International Institute for Strategic Studies assess Pakistan's bilateral Hormuz deal as reinforcing Iranian sovereignty leverage: each agreement treats passage as a gift from Tehran rather than a legal right, gradually establishing the precedent Iran needs.

Counter-view: Pakistani Foreign Ministry officials and Islamabad-based Strategic Vision Institute argue the deals are a pragmatic trade necessity for a nuclear-armed state that cannot afford an economic blockade, and that bilateral arrangements are a lesser concession than outright acceptance of tolls by flag-of-convenience ships.

Key tension: Whether bilateral deals increase diplomatic pressure on Iran by demonstrating that non-Western states can negotiate independently of the US framework, or whether they undermine international legal principles by normalising sovereign control of an international strait.

Sources:PressTV

Mentions:Strait of Hormuz →Iran →Pakistan →

First Reported In

Update #51 · Iran hits aluminium plants; Hormuz emptying

PressTV· 29 Mar 2026

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Causes and effects

Caused by

Pakistan bids to host US-Iran talks

Pakistan's second bilateral Hormuz deal follows its prior facilitation role and confirms its positioning as Iran's preferred bilateral intermediary.

Occurred 24 Mar 2026

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This Event

Pakistan Hormuz deal: 40 ships of 2,000

The bilateral deal demonstrates Iran's ability to grant selective passage while maintaining its sovereignty position, turning Hormuz access into a diplomatic currency rather than a legal right.

Led to

COSCO ships pay IRGC toll at Hormuz

Pakistan's deal for 20 additional ships through Hormuz created the precedent that state-backed vessels can transit under negotiated terms.

Occurred 30 Mar 2026

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Different Perspectives

Yemen's internationally recognised government and affected communities

SABA reported at least 17 soldiers killed at Saudi-backed camps in eastern Yemen as tanker use of Bab el-Mandeb fell. The fighting adds civilian and supply risks to a route ships use when Hormuz is unsafe.

Shipping and insurance market

Lloyd's List Intelligence counted 84 Hormuz transits in the week to 7 August, against more than 700 in normal conditions. Vessel operators and underwriters need verified passage rules and a lower attack risk before regular sailings return.

United States Treasury

The US Treasury designated five Iranian individuals and ten entities, including crypto exchanges and wallet addresses, on 7 August. Washington is applying financial pressure while Iran asks for sanctions relief before reopening Hormuz.

United Arab Emirates

The UAE said an Iranian missile targeted an ADNOC-owned vessel on 8 August. Abu Dhabi's claim puts its state energy fleet inside the dispute, though the incident's details remain unresolved.

Oman

Oman and Iran agreed discussions on monitoring, environmental protection, maritime services and crime, while excluding transit fees. Muscat's role is operational mediation, but it cannot settle demands directed at Washington.

Iran's Supreme National Security Council

Iran's Security Council published six conditions for reopening Hormuz, including sanctions relief and frozen assets. Tehran treats maritime access as part of a wider settlement rather than a shipping-only arrangement.