Middle East Investment Watch

Diplomacy and policy responses

Diplomacy and policy responses

Key Questions

What negotiations are underway regarding Hormuz tolls?

Iran and Oman are in talks over a toll system for safe passage through the strait, despite US warnings against it. Nations have begun broader negotiations to ensure shipping access.

What is Trump's stance on Hormuz fees and uranium?

Trump opposes Strait of Hormuz tolls and has vowed action to address uranium concerns while signaling potential US-Iran talks near a deal. This follows ally pressure to de-escalate.

How is NATO involved in potential Hormuz protection?

NATO is considering a Hormuz mission to escort ships if the waterway is not reopened, with discussions at the Ankara summit. No formal plans are drawn yet.

What effect is the war having on Gulf economic plans?

The Iran war disrupts Vision 2030 ambitions and other Gulf economic initiatives, pressuring regional economies. Public messaging from states diverges amid the uncertainty.

Are US-Iran talks stalled or advancing?

Talks appear near a deal but remain stalled amid ongoing tensions, including Iran's negotiator resignation. Trump continues to signal openness while opposing fees.

How are global oil supply pressures influencing diplomacy?

The supply crisis from Hormuz closure has raised urgency for war resolution, with crude jumping toward $100. This affects multiple nations seeking safe passage.

What is the status of post-war economic recovery in the Gulf?

Gulf states face a new economic phase after the conflict, with ambitions tied to oil wealth now disrupted. Investments in startups have reached $15.4B over five years despite pressures.

Why are investors interested in Saudi Arabia amid the crisis?

Global venture capital interest in Saudi startups is accelerating as the kingdom navigates the Hormuz-related disruptions. Record numbers of investors are engaging despite regional instability.

Iran-Oman talks on toll system; Trump opposes fees/vows uranium action; US-Iran talks near deal but stalled. NATO escorts at Ankara summit. War disrupts Vision 2030.

Sources (11)
Updated May 23, 2026