Hakan Fidan

So what?  Each side now publicly says the other must move first on the strait and the blockade, so reopening should not be expected from diplomatic momentum alone. The Pakistan channel is the one to watch: a confirmation from Washington, not Tehran’s ambassador, would be the first sign of real sequencing. The Hill-reported option of renewed strikes after the November midterms would open the next risk window for Gulf shipping and cargo routing.

So what?  A pact whose own architects feel compelled to publicly deny targeting Iran suggests the signatories want to keep the door open to Tehran even while building a formal collective-defense structure alongside it. If Egypt does join, the resulting four-country bloc would put a mutual-defense commitment across both the Red Sea and the Gulf, changing which governments expect a say in future chokepoint security incidents.