JUNE 18 (DAY 112) — US LIFTS the Naval Blockade: Oil Tankers Move Freely Through the Strait of Hormuz for the First Time in Months as the Deal Takes Effect; Iran’s Supreme Leader Mojtaba Khamenei Endorses Direct US Talks in His First Reaction; Iran to Invite IAEA Inspectors; Trump Calls for a “Complete Ceasefire on All Fronts”; Friday Switzerland Ceremony in Doubt as Vance and Pakistan’s Sharif Postpone (Deal Already Signed); US Gas Falls Below $4, Lebanese Return Home
US Lifts the Naval Blockade — Oil Tankers Move Freely Through the Strait of Hormuz for the First Time in Months
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Iran’s Supreme Leader Mojtaba Khamenei Endorses Direct US Talks in His First Reaction — a Shift From the Hardline Stance
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Envoy Witkoff Tells Congress: Iran Will Invite IAEA Inspectors and Begin Uncovering Enriched-Material Locations
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IAEA “Ready to Begin Work” Implementing the Deal; Director-General Welcomes the Interim Agreement
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Friday Switzerland Ceremony in Doubt: Vance May Postpone, Pakistan’s Sharif Also Postpones — Because the Deal Is Already Signed
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Trump Calls for “A Complete Ceasefire on All Fronts” — “The United States Is Committed to PEACE”
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60-Day Final-Deal Clock Underway; Vance Says Both Sides Honoring Commitments So Far
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Khamenei Confirms He Authorized the Deal; Claims Trump Acted “Out of Desperation”
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Wall Street Rises, Oil Eases, US Gas Falls Below $4 for the First Time Since March
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Lebanese Return to War-Ravaged Southern Lebanon “With Hope and Sorrow” After the Deal
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Thune: “Step in the Right Direction” but “Contentious” Final-Deal Fight; Netanyahu Maneuvers to Shape the Talks
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First Irreversible Facts: Blockade Lifted, Tankers Moving, Supreme Leader On Board — Hardest Questions Still Ahead
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Day 112 is the day the agreement stopped being paper and became physical fact. For weeks the deal advanced through declarations — reached, virtually signed, published, signed by both presidents — while the one real-world test that mattered, Hormuz shipping, did not move. Today it moved: the US lifted the naval blockade and tankers began transiting the strait freely for the first time in months. That is the first irreversible, observable outcome of the entire diplomatic sequence, and it is what converts “deal in effect” from a claim into a verifiable reality. The market confirmation — oil easing, US gasoline below $4 for the first time since March — follows directly from it.
The Supreme Leader’s endorsement is the most consequential political signal. Mojtaba Khamenei’s first public reaction — endorsing direct talks while insisting they will not mean “accepting the enemy’s opinion” — breaks with the hardline posture of his late father and supplies the top-level Iranian authorization the deal needed to be durable rather than tactical. Paired with Witkoff’s briefing that Iran will invite IAEA inspectors and begin uncovering enriched-material locations, the nuclear-verification track — the single hardest element — now has a starting mechanism, even if the substance remains to be negotiated over 60 days.
The discordant note is procedural, not substantive: the ceremony slipped because the deal outran it. Vance and Sharif both postponing the Friday Bürgenstock signing “because the agreement had already been signed” is implementation outpacing ritual rather than a breakdown — but it introduces timeline uncertainty that critics can exploit, and it removes the clean public milestone the administration had planned. The unresolved risks are unchanged: Israel remains a non-party maneuvering to shape the final deal, the nuclear and sanctions specifics are deferred to talks now underway, and Trump’s call for “a complete ceasefire on all fronts” is an aspiration the Israel-Lebanon theater has not yet fully met. Watch items into Day 113: whether Hormuz tanker volumes keep climbing toward prewar levels, whether the IAEA inspection actually begins, whether the rescheduled ceremony lands, and whether the Lebanon front stays quiet as Lebanese return home.
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