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US stock markets rebound by April 15 2026 during naval blockade of Iran.

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Iran war cost for the US is $29 billion by May 12 2026, a month into naval blockade of Iran.

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WSJ on continuing the Iran naval blockade till a lasting agreement is reached on enriched uranium being taken out of Iran.

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Iran War talks in Islamabad on Day 12 of US Naval Blockade of Iran April 25, 2026. Kushner and Witkoff go to Islamabad.

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US shifts to Naval Blockade strategy, says ceasefire on, no war powers authorization needed from Congress. Naval blockade started on April 13 on its 18th day on May 1. It means Iran's economy is affected by lack of oil revenues to finance the economic needs the longer the blockade goes on, with US goal to remove danger of nuclear materials inside Iran requiring ti to be shipped out to Russia or a third safe country. This is a goal that is supported by all nations that do not want to see nuclear weapons in a dangerously volatile region with 5 decades of wars by 2025.

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The US will sell 5 Virginia class nuclear submarines to Australia. Manufacturing will start in the US and be shifted to Australia with nuclear submarine visits to Perth in western Australia by 2027. The US will at some point augment its own nuclear submarine fleet where about 1.5 submarines are added each year. The new US fiscal 2024 defense budget will be $835 billion, higher than in 2023. Australia and Britain will acquire new technologies and the knowledge to maintain these submarines. This will help the US maintain its lead in undersea technologies over China. 

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No ships evade US naval blockade in first 24 hours- CENTCOM (US Central Command).

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For the US to do a economic bailout of IRGC Iran now would be a betrayal of the US interest, and of the Iranian people who protested, says WSJ. This strongly worded WSJ editorial from the WSJ Editorial Board says Iran entered 2026 with an economic crisis, then a political crisis with widespread protests and suppression by the IRGC, leading to the Iran war to take out nuclear sites intending to produce nuclear weapons. The US air strikes destroyed Iran's military industrial complex. For the US to do a economic bailout of Iran now, when this is the only time with the naval blockade that Iran can be asked to remove all nuclear materials to a third country, would be a serious mistake. It says the only reason would be close to the midterms and high gas prices. Yet says WSJ letting Iran have its way would mean DJT could lose standing with the American public and see this in the midterms. The US naval blockade should not be lifted until Iran not by words but by actions sends out all the nuclear material out of the country, says WSJ. Lifting the naval blockade for 60 days of talks putting off the nuclear issue is the opposite of what the US has insisted on from the beginning- the nuclear issue is the only issue and it comes first is the US position. The mediation by Turkey and Pakistan, Qatar, has done just the opposite, and in this sense it has failed, according to this view in the WSJ. ...

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For the US to do a economic bailout of IRGC Iran now would be a betrayal of the US interest, and of the Iranian people who protested, says WSJ. This strongly worded WSJ editorial from the WSJ Editorial Board says Iran entered 2026 with an economic crisis, then a political crisis with widespread protests and suppression by the IRGC, leading to the Iran war to take out nuclear sites intending to produce nuclear weapons. The US air strikes destroyed Iran's military industrial complex. For the US to do a economic bailout of Iran now, when this is the only time with the naval blockade that Iran can be asked to remove all nuclear materials to a third country, would be a serious mistake. It says the only reason would be close to the midterms and high gas prices. Yet says WSJ letting Iran have its way would mean DJT could lose standing with the American public and see this in the midterms. The US naval blockade should not be lifted until Iran not by words but by actions sends out all the nuclear material out of the country, says WSJ. Lifting the naval blockade for 60 days of talks putting off the nuclear issue is the opposite of what the US has insisted on from the beginning- the nuclear issue is the only issue and it comes first is the US position. The mediation by Turkey and Pakistan, Qatar, has done just the opposite, and in this sense it has failed, according to this view in the WSJ. ...

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By April 22 2026 a measured and careful response from the US president as the US Naval blockade stays on and US exercises patient waiting. Iran fails to save its economy from disruptions, massive loss of jobs as supply chains fail, and inflation exceeds 50%, two million in job losses. The longer the war carries on and the naval blockade remains in place purely to hold on to enriched uranium for weapon systems and ballistic missiles, the larger the economic losses.

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DJT and US diplomacy given a chance, patient waiting for Iran to make a unified proposal with split in Iran government, while the US naval blockade goes on- April 21 2026. About 2 million people lose their jobs in Iran as inflation exceeds 50% and economic activity, steel, car making and petrochemical industries are affected with major disruptions and supply chain issues.

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Iran's economy following the naval blockade- WSJ cites assessment by Miad Maleki who led Treasury's sanctions campaign on Iran in 2025. Loss of $435 million of economic activity per day and oil shut ins in 2 weeks. As the Europeans sit out this naval blockade and US rethinks its participation in NATO, as the poorer countries in the world are affected by the shortages including Pakistan, India, Sri Lanka and others around the world, the one baffling aspect is how far a nation (Iran)could let its economic prospects be affected to continue uranium enrichment. It is about the failure of another Middle Eastern nation to modernize and improve the living standards of its people, (after Afghanistan, Pakistan, Sri Lanka, Syria and Iraq),  wasting a once in a centuries opportunity to do this wasting an oil dividend that will only last to 2035 when renewable energy may replace fossil fuels. Instead leaving the region with intermittent wars and destruction from the wars since 1950, falling behind in a world that is rapidly modernizing in China and India with about 3 billion people committed to modernization. ...

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The unsettled situation fro grain exports from Black Sea ports in July as Russia fails to renew a grain export deal. The Ukraine offensive leads to an unsettled situation.

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Rugged hilly coast and shallow narrow straits - problems for Straits of Hormuz shipping is shown in the NYT following similar reports in WSJ. It will cost $200 billion for the munitions supplies and interceptors, and US naval operations, French naval operations to keep the Straits of Hormuz open, which is supported by US business as is seen in opinion in Editorial Board of WSJ on March 24, 2026. The Straits are a lifeline for Asia until renewable energy and alternative supplies of oil make the Straits history and a redundant proposition, which will be sooner than later after this episode, one too many more from the Middle East. More likely by 2030-2035. China and Japan depend on it for 90% of imports, and India 50% with alternative supplies provided for India from the US and Russia. Germany is only dependent on the Straits for 6% of its imports showing how far Germany has come and how important renewables and alternative sources of oil such as Venezuela will become in the time ahead, in a two pronged strategy that does not forget the challenges posed by climate from fires and floods. Were not stuck with the Straits- Japan and China can and will find alternative sources and increase production of renewable energy in the way Germany has done to get to 6% of imports from that region. ...

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US naval blockade of Iran includes tracking the 1500 ships in the shadow fleet that operate in the area- WSJ on how the US is doing it. For ships going in shadow ships can disguise their destination, when coming out in these waters it is difficult to do this and the US has good tracking ability. For the US the operation this is something it is already doing in waters of the Atlantic around Venezuela, and which the US has air and sea capabilities of the US Navy.

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A contingent from France takes part in India's Republic Day Parade for 2024. French president Macron attends the event. Indian Express gives glimpses of the event.

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US Naval Blockade of Iran to include taking all Iran sanctioned ships in oceans of the world, says Gen. Caine, chairman of the US Joint Chiefs of Staff. Caine says-The U.S. "will actively pursue any Iranian-flagged vessel or any vessel attempting to provide material support to Iran. This includes dark fleet vessels carrying Iranian oil. As most of you know, dark fleet vessels are those illicit or illegal ships evading international regulations, sanctions or insurance requirements.” It will also include ships carrying war supplies. Most of Iran's 1.6 million barrels a day of exports goes to smal independent refineries on the eastern coast of China, which are known as "teapot" refineries.

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Ukraine's effort to neutralize the effect of oil price hikes by hitting export refineries in Russia- every $10 rise in prices brings in $1.6 billion more in tax revenues for Russia. One of these naval drones hit a target 900 kilometres away on the Russian oil refinery at Ust-Loga in the Baltic Sea, which exports 700,000 barrels a day of oil. At price of $120 compared to $70 this adds about $54 billion in tax revenues for Russia without drone attacks on Russian export refineries. Another approach taken by Ukraine is to propose cessation of attacks on Russian oil export infrastructure if Russia agrees not to target Ukraine energy infrastructure. Much of Ukraine experienced a cold winter with Russian attacks on its energy infrastructure and its apartment buildings.