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Iran Conflict 2026
10MAY

Araghchi denies Hormuz obstruction at BRICS Delhi

3 min read
14:22UTC

Iranian Foreign Minister Abbas Araghchi told BRICS foreign ministers in New Delhi on 14 May that Iran has not created any obstacles in the Strait of Hormuz, one day after Iran's Supreme National Security Council finalised a formal Hormuz security plan.

ConflictDeveloping
Key takeaway

Araghchi denied Hormuz obstruction at BRICS the day after Iran's SNSC finalised a formal control architecture for the strait.

Abbas Araghchi, Iran's Foreign Minister, arrived in New Delhi on 14 May having announced his attendance at the BRICS (the Brazil-Russia-India-China-South Africa grouping, a multilateral forum for non-Western powers) foreign ministers meeting the previous day . In his address, he told the assembled ministers that Iran "has not created any obstacles in the strait of Hormuz" 1. The claim was structured for a non-Western audience and delivered one day after Iran's Supreme National Security Council finalised a formal Hormuz security plan that operationalises the transit toll and corridor regime.

Deputy Foreign Minister Ali Bagheri Kani, accompanying Araghchi in Delhi, called on BRICS states to act "against US aggression." South China Morning Post reported Iran's anti-American rhetoric was testing India's balancing posture 2. India is the largest non-Chinese user of Iranian-routed crude, with domestic political constraints that make open endorsement of Araghchi's framing costly; Delhi is expected to prioritise de-escalation language over bloc confrontation in the final communique.

The Persian Gulf Strait Authority (PGSA), established on 5 May, requires vessels to register, pay a transit toll in Chinese yuan, and adhere to a designated corridor . Tehran frames those requirements as regulatory, not obstructive; Araghchi's Delhi statement carries that framing to a non-Western audience that has not signed up to Washington's counter-position. The denial is designed to hold simultaneously with the operational architecture. Iran had also declared no US weapons may transit Hormuz into regional bases, announced the same day as Araghchi's denial, adding a new operational constraint while the Foreign Minister described a strait without obstacles.

The BRICS stage gives Tehran a non-Western readership that is both sympathetic and practically important. Whether the BRICS communique adopts Araghchi's "no obstacles" framing or remains neutral on the transit regime question is one of the key diplomatic tests of the Delhi meeting.

Deep Analysis

In plain English

The BRICS group, which includes Brazil, Russia, India, China, and South Africa, is a forum where non-Western countries coordinate positions. Iran's foreign minister went to their meeting in New Delhi on 14 May and told them Iran was not blocking the Strait of Hormuz. The day before, Iran's own security council had approved a formal plan to control the strait with tolls and corridors. Iran told the BRICS audience one thing and did another thing at home. The key question now is whether India, which chairs BRICS and buys a lot of Iranian oil, will back Iran's framing or stay neutral.

Deep Analysis
Root Causes

Iran's need to maintain non-Western alignment while the bilateral US-Iran track operates through Pakistan reflects a domestic constraint: Mojtaba Khamenei's government cannot be seen to negotiate with Washington without simultaneously demonstrating non-Western solidarity. The BRICS presence is a legitimacy-maintenance exercise for the domestic audience, not a negotiating move directed at Washington.

The structural tension between Araghchi's "no obstacles" claim at BRICS and the SNSC's written Hormuz security plan produced one day earlier is resolved by audience separation: the denial is for BRICS consumption, the written architecture is for operational and legal purposes. Both can coexist because they address different audiences on different registers.

What could happen next?
  • Consequence

    BRICS communique language on Hormuz will reveal India's positioning: adoption of Iran's 'no obstacles' framing would give the PGSA toll regime non-Western multilateral cover; de-escalation language would leave Iran's regulatory framing without BRICS endorsement.

  • Risk

    Bagheri Kani's call for BRICS states to act against US aggression tests India's chair neutrality at a time when Delhi has maintained public silence on US Iran sanctions targeting Indian firms in the Shamkhani network.

First Reported In

Update #97 · Chips for Beijing, no paper for Iran

South China Morning Post· 14 May 2026
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Different Perspectives
Oil markets / Lloyd's of London
Oil markets / Lloyd's of London
Brent fell to near $87.33 on 80 per cent deal-probability pricing, but Lloyd's has not de-listed Hormuz from its war-risk register and shipping diversions continue at 139 vessels. Insurance markets are lagging futures: physical risk remains while financial markets have spent the good news before the paper exists.
India
India
Modi is expected to raise the deaths of three Indian sailors in the 11 June CENTCOM strike on the MT Settebello with Trump at G7 sidelines, the first non-party leader to put the blockade's human cost into a formal bilateral. New Delhi is also a major Iranian oil buyer whose import volumes the sanctions-relief terms will govern.
Israel (Netanyahu)
Israel (Netanyahu)
Netanyahu stated Israel is not party to the deal on 12 June; Defence Minister Katz ruled out the Lebanon withdrawal Iran's draft demands, inserting a third blocker the US-Iran negotiating channel cannot resolve. Israel's position tethers Hormuz reopening to a Lebanon settlement Washington has not brokered.
Pakistan (mediator, Sharif/Naqvi)
Pakistan (mediator, Sharif/Naqvi)
Sharif declared a final agreed text on 12 June before either principal confirmed it, running two Tehran visits in under a week without securing a written IRGC or Khamenei response. Islamabad's incentive to claim a diplomatic win outpaces its standing to deliver either capital's signature.
Iran foreign ministry (Araghchi)
Iran foreign ministry (Araghchi)
Araghchi declared digital signing within days while setting dilute-in-Iran as a non-negotiable red line on the 440.9 kg HEU stockpile, a standing Tehran position he cannot override without authorisation from Khamenei, reachable only by courier. The FM track is sprinting to close before the IRGC reasserts control.
Trump administration / CENTCOM
Trump administration / CENTCOM
Vance called the deal still TBD on 12 June while CENTCOM downed Iranian drones over Hormuz for a second consecutive night and the White House register stayed blank. Washington holds the ship-out position on HEU and has not signed an Iran instrument in over 100 days of conflict.