Mohsen Rezaie, head of Iran's Supreme National Security Council, said AI facilities and other digital infrastructure across the region could be targeted. He also said Tehran now regards the latest US response as insufficient and has stopped replying to Washington.
A fighter jet struck the stern of the Panama-flagged M/V Ocean Molica after its crew ignored warnings, disabling the ship's propulsion but leaving the crew unharmed. Shipping through the Strait of Hormuz, which once carried 20% of the world's oil, has fallen to its lowest level in more than two months.
Trump confirmed the strait is open and the East-West pipeline has recovered about half its capacity. But on 1 October, Brent was $99-100 a barrel against $72.50 before the crisis, and European gas was more than double its pre-war level.
Talks with Asian customers over alternative delivery routes must conclude by year-end, though pricing, freight and eligible volumes are unresolved. The push comes after a drone attack on 13 September knocked out the East-West Pipeline, Saudi Arabia's main overland route around the strait.
At least 16.5 million barrels a day left the region in September, matching pre-war averages. Producers have rerouted 40% of Gulf exports away from the strait — double the pre-war share — through pipelines, offshore loading and Red Sea routes.
Crude is flowing again through the Strait of Hormuz under US Navy convoy, but ships are waiting days or weeks to load. Charter costs have added about $26 a barrel to cargoes heading from Houston to Asia.
The Iraqi Oil Tankers Company chartered a supertanker for the voyage after its own fleet shrank from 23 vessels to six small ships. Baghdad now wants to buy modern crude carriers to cut its near-total reliance on foreign operators.
Amin H. Nasser called this the most serious energy supply shock of his career. Nearly 3 billion barrels of gross supply have been lost since the war began, and fewer than 6 billion barrels of commercial inventories remain — most of it not practically accessible.
Iran's proposal would have lifted the US naval blockade, eased sanctions and reopened the Strait of Hormuz within a week. The White House has not confirmed the Wall Street Journal's account, but officials say Trump doubts Tehran will meet his demands.
Tehran wants an end to the war, the lifting of the US naval blockade and the release of its frozen assets before traffic resumes. Iran and Oman are also negotiating a temporary shipping corridor as a stopgap.
Ship-to-ship transfers in the Gulf of Oman have risen to around 2.5 million barrels a day in September, up from 1.4 million in August. But drone strikes on Saudi Arabia's East-West pipeline and Houthi control of Red Sea approaches have left the shuttle system with fewer fallback options.
Type at least two characters.
