〔Day Digest〕Iran-Oman Route Map Does Not Reopen Hormuz; Gasoline Imports Halt as Output Trails 137M L/Day Demand by 7M - Mocha Port Down After 86 Projectiles vs US 'Claim' Rhetoric

0. The Arc

Iran announced an agreement with Oman on a shipping route map through the Strait of Hormuz ^{[1][2][3][4][5]}, but the foreign minister immediately cautioned that a new route does not mean the strait will reopen ^[6]. The same session brought a UAE accusation that Iran struck an ADNOC tanker ^[7][8], Arab condemnation ^[9], and an oil slick threatening Iran's coast ^[10]. Meanwhile Washington keeps escalating: Trump said the US could claim the strait as Iran keeps the route nearly shut ^[11], and the US aircraft carrier deployment may set a new record ^[12]. Net: a diplomatic track runs alongside a tanker-war track, with no reopening in sight ^[6][13].

1. Shipping Route Diplomacy

• **[NEW] Iran-Oman map:** Multiple outlets report an agreement on a shipping route map ^{[1][2][3][4][14][5]}. Iran's foreign ministry spokesman, Baghaei, said talks with Oman progressed despite US obstruction ^[15]. Yet the foreign minister said the US must meet Iran's conditions to restore shipping, and the new route 'doesn't mean the Strait of Hormuz will reopen' ^[6][13].
• **[NEW] Parliamentary track:** Iran's parliament will debate foreign influence and Hormuz oversight bills ^[16].
• **[ESCALATED] US rhetoric:** Trump says the US could claim Hormuz ^[11]. The Hill's deputy editor and White House columnist Niall Stanage called the claim a 'performative slogan' ^[17]. A US Navy replacement carrier for the USS Lincoln has been revealed ^[18].
• Sourcing: the Iran-Oman agreement is reported via media relays, not a joint statement; treat details as unverified ^[14].

2. Tanker Attack and Arab Condemnation

• **[NEW] Tanker attack:** The UAE accused Iran of launching a strike on an ADNOC oil tanker in the Strait of Hormuz ^[7][8]. A bulk carrier was also hit by an unidentified flying object in a maritime incident ^[13].
• **[ESCALATED] Arab reaction:** Arab states condemned the attack on the UAE ADNOC tanker ^[9]. The UAE foreign ministry condemned the Iranian attack ^[13].
• **[ONGOING] US economic warfare:** The US has vowed to cripple Iran's economy as ship attacks mount ^[19]. Iran's foreign ministry spokesman Baghaei condemned the US naval blockade as aggression and a violation of a prior memorandum of understanding ^[15].

3. Supply Shock: Iran, India, and the Oil Slick

• **[NEW] Iran gasoline halt:** Iran has effectively stopped gasoline imports due to the US naval blockade, according to Reza Sepavan, spokesman for the Iranian parliament's energy commission. Production is at a peak 130 million liters per day versus consumption of 137 million liters, leaving a supply gap. If a proposed national-ID fuel rationing scheme is implemented, the government may be forced to import at international and Persian Gulf FOB prices, raising costs and widening the fiscal deficit ^[20].
• **[NEW] India LPG boost:** India has directed state companies and private refiners to prepare for a sharp increase in cooking gas production, as Hormuz is the key waterway for about 90% of the country's LPG imports ^[21].
• **[ONGOING] Oil slick:** An oil slick threatens Iran's coast as the Hormuz shipping crisis deepens ^[10].

4. Yemen and Lebanon: The Wider Front

• **[ESCALATED] Mocha port down:** Yemen's Mocha port has fully stopped operations after Houthi attacks from Aug 9-14 that included 40 ballistic missiles, 46 drones, and explosive-laden boats. The port is 65 km from the Bab el-Mandeb Strait and 6 km from the international shipping lane connecting the Indian Ocean, Arabian Sea, Red Sea, and Suez Canal ^[22]. Yemeni air defenses responded to Houthi drones over Mocha city ^[23].
• **[ONGOING] Yemen response:** Yemen's military vowed a strong response to the Houthi attack on Mocha ^[13].
• **[ONGOING] Israel-Lebanon:** Israeli airstrikes killed 11 in Lebanon; in a separate strike on Deir Zahrani in southern Lebanon, 4 were killed and 17 injured ^[13]. Netanyahu said Hezbollah violated the ceasefire and attacked soldiers inside the 'yellow line', and the IDF struck the Hezbollah command that ordered the attack ^[13].
• **[ONGOING] Iran telecom damage:** Iran's communications minister said more than 500 telecom sites were attacked during the war, with some re-hit after repair ^[13].

5. What Decides Next

• One market briefing argues the US attitude will decide oil prices, and that internal Fed 'hawkish' divisions are about to be exposed, with next Thursday's minutes a possible wind vane for the September decision ^[24]. This is secondary/thin sourcing; treat as speculative.
• The Iranian FM has set a condition: the US must meet Iran's conditions for shipping to resume ^[13][6]. Until that changes, the Iran-Oman map remains a framework, not a reopening ^[6].