Iran-US Hormuz Deal Imminent as Munitions Math Rewrites the Debate

A US official told Reuters that Iran-Oman talks on the Strait of Hormuz have produced progress, and Washington expects an agreement soon that would lift the US naval blockade of Iranian ports. Iranian President Masoud Pezeshkian publicly defended the negotiations across multiple BBC language services, saying 'when we can get our rights through dialogue, why should we fight?' while insisting Iran will not retreat from its positions. Concurrently, SOFREP reports that with the Islamabad Memorandum ceasefire collapsed and Patriot and THAAD interceptor stockpiles down by roughly half to two-thirds, the industrial-base math is pulling nuclear options back into serious planning conversations. The Pentagon also revoked the security clearance of former Air Force Secretary Frank Kendall, alleging he disclosed sensitive Air Force One capabilities to media — a move that signals tightened information control during the Iran crisis window.