Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
10APR

France and Japan file flag-state protests

2 min read
08:05UTC

France and Japan lodged formal flag-state protests after CMA CGM Kribi and Mitsui OSK Sohar LNG appeared on Trump's 12 April toll-interdiction list, a provision CENTCOM left out of its operational order.

ConflictDeveloping
Key takeaway

Two G7 allies are formally protesting a presidential post CENTCOM has already chosen not to enforce.

France and Japan lodged formal flag-state protests after the French-flagged CMA CGM Kribi and the Japanese-flagged Mitsui OSK Sohar LNG appeared on Donald Trump's 12 April toll-interdiction list . Both vessels had previously paid Iran's Hormuz toll in yuan, which was the trigger for their inclusion on the list. CENTCOM's operational order for the 13 April blockade omitted the toll-interdiction provision entirely, leaving both vessels off the US Navy's target list despite their appearance on the president's.

That is the gap the protests sit in. France and Japan are treating a Truth Social post naming specific G7-flagged merchant vessels as a formal US position requiring a formal reply, because UNCLOS (United Nations Convention on the Law of the Sea) obliges the flag state to defend its registered ships against threats of boarding. The protests invoke the convention implicitly: the president has named their vessels for interdiction, the named vessels' flag states have an obligation to protest, and the formal protest goes onto the bilateral record regardless of whether CENTCOM is acting on the posted order.

The practical asymmetry is that Paris and Tokyo are responding to a document, the presidential post, that has no corresponding signed instrument and no implementing order from the commanding combatant command. French and Japanese diplomats are negotiating against a text the US executive branch has not formally produced. For the flag states, that is still the text they must answer. For CENTCOM, the operational order it self-generated continues to exclude toll-paying vessels from interdiction, and the diplomatic protests have no effect on the operational mandate because the mandate already omits the action being protested.

The instrument gap that defines the whole operation surfaces here with unusual clarity. Two G7 allies are in formal protest against an executive order that both exists (on Truth Social) and does not exist (as a signed presidential instrument), enforced by a command that has chosen not to implement its most aggressive provision. Each party is reading a different authoritative text. The protests are now on the bilateral record; the interdictions they protest have not happened; the social-media post that triggered them remains the only American document any party can cite.

Deep Analysis

In plain English

France and Japan have filed formal diplomatic complaints with the United States after two of their ships appeared on a list of vessels President Trump threatened to intercept. The two ships, the CMA CGM Kribi (French-flagged) and the Mitsui OSK Sohar LNG (Japanese-flagged), had previously paid Iran's transit toll to pass through the Strait of Hormuz. Trump posted on social media that all ships that had paid Iran's toll would be stopped by the US Navy. France and Japan, as the countries whose flags the ships fly, are legally required to defend their vessels under international maritime law, so they lodged formal protests. Here is the strange part: the US Navy never actually received orders to stop those ships. CENTCOM, the US military command running the blockade, left the toll-paying provision out of its orders entirely. So France and Japan are officially protesting against a presidential social-media post that the US military has already decided not to enforce. This shows, in the most concrete possible way, how the absence of a signed presidential order is creating confusion: two close US allies are in formal diplomatic dispute with America over an order that exists only as a post, enforced by a military that has chosen to ignore that particular part of it.

First Reported In

Update #68 · Sanctioned tankers slip the blockade

Reuters / Free Malaysia Today· 14 Apr 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.