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Iran Conflict 2026
9MAR

Paris and London convene forty nations

4 min read
05:12UTC

Lowdown Newsroom

ConflictDeveloping
Key takeaway

Europe is drafting the Hormuz framework Washington never put on paper.

Emmanuel Macron and Keir Starmer will chair a leaders' video conference on Friday of nations willing to contribute to 'a purely defensive multilateral mission' to restore freedom of navigation in the Strait of Hormuz once security conditions permit. The Elysée announcement, published on Tuesday, confirmed senior diplomats would hold a preparatory call on Thursday and that over forty nations were expected to participate. The conference is the operational successor to the earlier UK-convened Hormuz coordination meeting .

The difference is what is being drafted. At the earlier meeting the coalition agreed to coordinate. On Friday it plans to design a physical mission, command structure, and rules of engagement for a post-war passage framework. In international maritime law, the first credible multilateral framework tends to hold. Subsequent proposals negotiate against it rather than replacing it. Europe's advantage is written documents where the United States has only posts.

The US blockade has been running for several days on a social-media post and a self-generated CENTCOM operational order. The instrument-free record the White House's own presidential-actions page confirmed this week is what gives Paris and London space to hold the pen. With no American presidential text on record, any framework published on Friday becomes the document any post-war passage arrangement must reference. The Anglo-French summit is not framed as a challenge to Washington; it does not need to be. Roughly eighty per cent of the named nations host US bases, which complicates formal opposition to the blockade, but does not prevent them signing a post-war framework the United States has not written.

Deep Analysis

In plain English

France and the UK have invited more than 40 countries to a video conference on Friday to plan what happens at the Strait of Hormuz after the war ends. The Strait is a 33-kilometre-wide waterway between Iran and the Arabian peninsula, and about 20 per cent of the world's oil normally passes through it. Right now the US is running a blockade there; but it has never written down the formal rules on paper. The idea is: if no one writes the rules, whoever writes them first gets to set the terms. Europe is trying to be that writer. The conference would design a security mission; which countries contribute ships, what those ships are allowed to do, and under what legal authority. If it succeeds, the post-war Hormuz rules will have been written in Paris and London, not Washington.

Deep Analysis
Root Causes

The summit's genesis is the US instrument gap. Europe cannot negotiate a post-war passage regime against a text that does not exist. The blockade, the ceasefire, and the toll list are all Truth Social posts; no signed American instrument describes what a post-war Hormuz looks like from Washington's perspective.

The 2 April UK-led coordination meeting established that Europe had the political will but not the framework. The 17 April summit converts political will into a draft mission document; command structure, rules of engagement, force contributions; before the ceasefire window closes on 22 April. Europe is not challenging Washington; it is filling a governance vacuum Washington has not moved to fill.

What could happen next?
  • Consequence

    If the summit produces operational rules of engagement, Europe holds the pen on post-war Hormuz governance regardless of US diplomatic position

    Short term · 0.7
  • Risk

    Italy's parallel bilateral Gulf trip and France's simultaneous flag-state protest erode the claim that Europe speaks with a unified voice, weakening the framework's negotiating weight

    Immediate · 0.8
  • Opportunity

    A UNCLOS-compatible multilateral mandate gives Tehran a non-US framework to negotiate passage terms against, potentially breaking the Islamabad deadlock by providing an alternative interlocutor

    Medium term · 0.65
First Reported In

Update #69 · Cooper joins the instrument gap

Al-Monitor (Elysée)· 15 Apr 2026
Read original
Different Perspectives
Oil markets / Lloyd's underwriters
Oil markets / Lloyd's underwriters
Futures markets priced CENTCOM's strikes-complete statement as a de-escalation signal and pushed Brent down 1.7 per cent to $94.71, even as the IRGC declared Hormuz closed. Lloyd's war-risk premiums held elevated because institutional de-listing requires a UN Security Council resolution that Russia and China have just shown they will block.
Pakistan (mediator)
Pakistan (mediator)
Interior minister Mohsin Naqvi carried dual civilian and military letters to Mojtaba Khamenei in Tehran on 6-7 June with no public response. The IRGC's Hormuz closure on 11 June shows the corps is acting independently of the channel Pakistan is using, making the mediation structurally unable to produce a binding commitment without direct IRGC access.
Russia and China
Russia and China
Russia and China voted against GOV/2026/40 at the IAEA Board, following through on the blocking position coordinated with Grossi in Geneva on 5 June; both states continue to oppose Western institutional pressure on Iran at every multilateral venue.
E3 and IAEA (UK, France, Germany)
E3 and IAEA (UK, France, Germany)
The E3 co-sponsored IAEA resolution GOV/2026/40, adopted 21-3-10 on 10 June, demanding Iran disclose 440.9 kg of unaccounted HEU and admit inspectors to four denied facilities. The 10 abstentions and Russia-China noes leave any Security Council referral without a viable enforcement path.
IRGC / Iran military command
IRGC / Iran military command
The corps declared Hormuz closed to all traffic on 11 June and claimed two vessels struck, overriding the MoU its own civilian negotiators were pursuing through Pakistan. The closure order used the Persian Gulf Strait Authority apparatus to convert a toll mechanism into a military prohibition.
Trump administration / CENTCOM
Trump administration / CENTCOM
CENTCOM completed a second day of strikes on Tehran, Sirik and Minab, rejected the IRGC Hormuz closure as inconsistent with observed transit, and said strikes were complete. Hegseth framed the bombing explicitly as the negotiation: the method is coercive deal-making with no stated pause threshold.