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Brazilian President Luiz Inácio Lula da Silva used his Friday social‑media post to herald a new security partnership with the United States as a breakthrough in the fight against transnational crime.The agreement links the Brazilian Federal Revenue Service with U.S. Customs and Border Protection, establishing the DESARMA programme. Under DESARMA the two agencies will exchange real‑time data, apply rigorous cargo‑tracking protocols and launch joint operations to intercept illicit shipments of arms and narcotics.Finance Minister Dario Durigan called the collaboration an “important step in strengthening international cooperation”, noting that it will integrate intelligence and joint actions to curb the flow of weapons and drugs between the two nations.The pact is part of President Donald Trump’s broader “Shield of the Americas” initiative, which seeks to enlist right‑wing governments across the Western Hemisphere in a hard‑line campaign against criminal networks.Despite the cooperation, Lula’s administration has pushed back against Washington’s attempts to label Brazilian gangs such as the Primeiro Comando da Capital (PCC) and Comando Vermelho (CV) as foreign terrorist organisations. Lula and Foreign Minister Mauro Vieira have repeatedly asserted Brazil’s sovereignty and warned against external “tutelage”.In the last twelve months Brazil reported seizing 1,168 illegally imported weapons and parts, most of which originated from the U.S. state of Florida, underscoring the scale of the smuggling problem.A statement from the Revenue Service emphasized that the deal will ensure a “continuous flow of information from U.S. authorities to their Brazilian counterparts”, enhancing operational coordination.Relations remain strained: Vieira told U.S. Secretary of State Marco Rubio that Brazil opposes the terrorist‑label designation, while the Trump administration continues aggressive actions in the region, including lethal strikes on maritime vessels and a controversial raid in Venezuela.Looking ahead, Lula is expected to travel to Washington, D.C., later this year for talks with Trump, providing a diplomatic channel to manage both cooperation and disagreement.

The United States has experienced a notable surge in inflation, with consumer prices rising by nearly 1 percent in March. This significant increase, one of the highest short-term inflation rates in years, is largely attributed to the disruption of energy markets amid the ongoing conflict with Iran. According to a report by the US Bureau of Labor Statistics, the inflation rate in March was 0.9 percent, up from 0.3 percent in February. This marks the largest increase since May 2022, during the peak of the cost-of-living crisis triggered by the COVID-19 pandemic. The March increase was primarily driven by energy prices, with gasoline prices surging by 21.2 percent and fuel oil prices increasing by more than 30 percent. The energy index saw a 10.9 percent increase in March, the largest monthly rise since September 2005. The escalation in prices followed the US and Israel's launch of an all-out war on Iran on February 28, which resulted in the killing of Iran's Supreme Leader Ali Khamenei. In response, Tehran closed the Strait of Hormuz, causing oil and gas prices worldwide to skyrocket. The price of a barrel of oil reached $120, up from about $70 on February 27. In the US, the price of one gallon of gasoline exceeded $4.1, a significant increase from less than $3 before the conflict began. Although a two-week ceasefire was agreed upon between the US and Iran, marine traffic in the Strait of Hormuz remains at a fraction of its pre-war levels. US President Donald Trump has warned Iran against blocking the strait or charging vessels for safe passage. About 20 percent of the world's oil passes through the Strait of Hormuz. While the ceasefire has brought some relief to the global energy market, with oil prices dropping to less than $100, US consumers are still paying $4.15 on average at the petrol pump. Experts suggest that it will take several months for prices to stabilize. The inflation report comes as US politicians focus on the cost of living and affordability, ahead of the November midterm elections. Trump's Democratic rivals have criticized him for launching the war without congressional approval, highlighting the increased economic costs for Americans.

Shipping through the strategic Strait of Hormuz remains effectively halted even after Washington and Tehran announced a two‑week ceasefire on Tuesday, dampening expectations of a swift end to one of the most severe energy disruptions in recent memory. According to ship‑tracking data from market‑intelligence firm Kpler, only five vessels crossed the waterway on Wednesday, down from eleven the day before, and seven managed the passage on Thursday. The figure is a stark contrast to the pre‑conflict norm of 120‑140 daily transits that the strait typically handled before the February 28 attacks by the United States and Israel. More than 600 vessels, including 325 tankers, are still stranded in the Gulf, as reported by Lloyd’s List Intelligence. Ana Subasic, Kpler’s trade‑risk analyst, warned that even if the ceasefire holds, safe‑passage capacity is likely to stay limited to 10–15 ships per day, reflecting shipowners’ caution and the absence of any toll‑free guarantee. The strait channels roughly one‑fifth of the world’s oil and LNG supplies. Its continued blockage therefore sustains pressure on global energy markets. After a brief dip, Brent crude rose to $96.39 a barrel at 02:00 GMT on Friday, having slipped below $95 the previous day. U.S. President Donald Trump accused Iran of violating the ceasefire’s “safe passage” clause, labeling Tehran’s performance “very poor” in a Truth Social post. Iran’s foreign minister, Abbas Araghchi, countered that the United States had not honored its commitments, urging Washington to choose between a genuine ceasefire and “continued war” linked to Israel’s actions in Lebanon. Maritime veteran C Uday Bhaskar described the atmosphere in the strait as one of “uncertainty and anxiety,” noting that shipping firms remain fearful, especially after Iranian statements about newly laid mines. Sultan Ahmed Al Jaber, CEO of the UAE’s state‑run oil giant ADNOC, echoed the sentiment, asserting that Iran’s conditional permissions amount to “coercion, not freedom of navigation.” Asian equity markets responded positively to the tentative easing of oil price pressure. Japan’s Nikkei 225 climbed 1.8 %, South Korea’s KOSPI rose about 2 %, and Hong Kong’s Hang Seng Index gained roughly 1 % in early Friday trading. While the ceasefire offers a diplomatic window, the reality on the water remains stark: the Strait of Hormuz is far from open, and the global energy system continues to feel the strain of constrained maritime traffic.

The recent ceasefire between the United States, Israel, and Iran has brought a fragile calm to the region, but experts warn that energy prices may take months to normalize. The conflict had a significant impact on global oil and gas supplies, particularly through the Strait of Hormuz, a critical waterway through which 20% of the world's oil and gas exports pass.Iran's response to US-Israeli attacks included choking off the Strait of Hormuz and attacking energy infrastructure in several Gulf countries. This led to soaring prices for energy and byproducts like helium, as well as fertilizers that rely on these inputs, affecting sowing seasons and consumers worldwide, especially in developing countries.Experts stress that a predictable and stable flow of cargo through the strait is needed before markets can stabilize. Currently, only a trickle of vessels are passing through, with five vessels crossing on Wednesday and seven on Thursday, down from 120-140 ships per day before the conflict.Rockford Weitz, a professor at The Fletcher School at Tufts University, described the situation as 'the biggest disruption in the history of global oil markets.' He emphasized that normalization will take time and requires collaboration among global powers and regional players.Additionally, concerns remain about Iran charging toll fees and skyrocketing insurance fees, which could keep oil prices high. However, experts agree that these fees are not the primary cost drivers.The International Monetary Fund (IMF) has warned of a looming inflation crisis and plans to downgrade its forecast for the world economy. Kristalina Georgieva, IMF managing director, stated that growth will be slower, even if the new peace is durable.For now, oil prices are expected to remain higher than pre-war levels due to the overhang of greater risk premium of supplies out of the Gulf. The situation remains uncertain, with experts closely watching for any side deals, such as a potential agreement between Iraq and Iran, which could impact oil production and prices.

The United Kingdom's Defence Minister, John Healey, announced that British forces had successfully tracked and deterred three Russian submarines in a covert operation within UK waters in the High North maritime region. This area is strategically important due to its proximity to key shipping routes and crucial undersea cables.Healey revealed that the month-long operation, which involved British warships and military aircraft, did not find evidence of Russian vessels damaging undersea infrastructure. However, the decision to publicly disclose the operation was made to 'call out' Russian activity and send a clear message to Russian President Vladimir Putin.“We see you, we see your activity over our cables and pipelines. And you should know that any attempt to damage them will not be tolerated, and will have serious consequences,” Healey stated. The British Defence Ministry identified the submarines as an Akula-class Russian nuclear-powered attack submarine and two specialist submarines from Russia's Main Directorate of Deep Sea Research (GUGI), which defence experts consider one of Moscow's most secret facilities.The Russian embassy in London rejected the British government's claims that its submarines posed a threat to undersea cables. According to Healey, the Russian attack submarine was likely a decoy to distract from the two specialist vessels designed to survey underwater infrastructure during peacetime and sabotage it in conflict. The operation highlights growing concerns about threats to undersea cables, which connect about 99 percent of global internet traffic, with the UK having 60 cables near its waters.

The strategic Strait of Hormuz, linking the Persian Gulf to the Gulf of Oman, has become the focal point of the Israel‑U.S. war on Iran that began in February. In peacetime the narrow waterway handled about 20% of global oil and liquefied natural gas shipments without any tolls, but the conflict has turned it into a contested zone. After a series of Israeli and U.S. strikes, Iran retaliated by targeting merchant vessels it deemed hostile, effectively shutting the passage and triggering one of the most severe energy‑distribution crises in recent memory. While a two‑week ceasefire, brokered by Pakistan, was declared on Tuesday, Tehran has issued a set of official terms that would govern the strait moving forward. According to Iran’s foreign minister Abbas Araghi, safe passage will be allowed in coordination with the Iranian armed forces and subject to technical limitations. The Islamic Revolutionary Guard Corps (IRGC) has even published a new navigation map that pushes traffic farther north, away from the traditional route near Oman’s coast, citing the risk of anti‑ship mines. Central to Tehran’s 10‑point peace proposal is the idea of charging fees for strait usage. Iranian media report that the plan could levy up to $2 million per vessel—a sum to be shared with Oman—or a charge of $1 per barrel of oil shipped. The revenue would allegedly fund reconstruction of military and civilian infrastructure damaged by the U.S.–Israeli campaign. Oman has publicly rejected any toll scheme, with Transport Minister Said Al‑Maawali reminding that the country has already signed all relevant international maritime transport agreements that prohibit such fees. International law adds another layer of complexity. The United Nations Convention on the Law of the Sea (UNCLOS) prohibits levying charges for mere passage through international straits, allowing fees only for services like navigation assistance or port use. Neither the United States nor Iran have ratified UNCLOS, but the principle remains a benchmark for maritime norms. Analysts suggest a possible workaround: charging for de‑mining and safety services rather than for passage itself, which could be permissible under existing legal frameworks. The proposal has sparked diplomatic pushback. At the United Nations Security Council, Bahrain led a resolution urging coordinated reopening of the strait, backed by Qatar, the UAE, Saudi Arabia, Kuwait, and Jordan. The resolution passed with 11 of 15 votes, but was vetoed by Russia and China, who argued it unfairly targeted Iran and ignored the initial strikes. Beyond the region, the United States is unlikely to accept indefinite tolls. Former President Donald Trump, who announced the ceasefire, warned that U.S. forces would remain in the area and threatened to resume attacks if negotiations faltered. American troops are reportedly “hanging around” to assist with traffic buildup, though the extent of their operational control remains unclear. Maritime analyst C. Uday Bhaskar notes that only three to five ships have traversed the strait since the ceasefire began, underscoring the lingering uncertainty for global shippers. He adds that ship owners facing multi‑million‑dollar losses each day may ultimately acquiesce to Iran’s terms, at least temporarily. Should Iran implement a toll regime, the immediate impact would fall on Gulf oil‑producing nations, but the ripple effects could destabilize global energy markets, already strained by supply shocks. Major powers such as the United Kingdom have been coordinating with a coalition of 40 countries to explore alternative mechanisms for reopening the waterway without conceding to tolls. In sum, Iran’s proposed protocol for the Strait of Hormuz introduces a contentious new variable into an already volatile geopolitical landscape, pitting national security interests against established maritime law and the broader stability of world energy supplies.

President Donald Trump declared on Truth Social that U.S. troops, aircraft and naval vessels will stay positioned around Iran until what he termed the "REAL AGREEMENT" is fully honored, warning that any failure by Tehran will trigger "bigger, better, and stronger" military action.Trump’s message, posted late Wednesday, underscores Washington’s demand that Iran abandon any nuclear weapons ambitions and guarantee safe passage through the strategically vital Strait of Hormuz. He added that U.S. forces are "loading up and resting, looking forward to its next conquest," a rhetoric that heightens concerns of a rapid escalation.The announcement follows a two‑week ceasefire brokered by Pakistan that paused six weeks of combat and briefly steadied global markets worried about disruptions to oil shipments through Hormuz. However, the truce remains precarious.Iranian semi‑official outlets ISNA and Tasnim released a chart suggesting the Islamic Revolutionary Guard Corps (IRGC) had laid sea mines in the strait, marking a "danger zone" that forced some vessels to navigate farther north near Larak Island. The chart, dated Feb. 28 to Apr. 9, leaves it unclear whether the mines have been cleared.On the ground in Tehran, public sentiment is deeply skeptical. One woman told Al Jazeera that any day without bloodshed would be "very good," while another dismissed the ceasefire as meaningless while Israel continues its bombardment of Lebanon. A third resident called the truce "a theatrical show" orchestrated by Trump.Negotiations are further complicated by Tehran’s rejection of a sweeping U.S. proposal. Iran insists on an end to Israeli attacks on Lebanon and the lifting of sanctions—conditions Washington has yet to accept.Despite the uncertainty, Iranian officials hinted at a diplomatic push: Ambassador Reza Amiri Moghadam announced on X that a delegation would arrive in Islamabad for talks based on ten Iranian‑proposed points, though he later deleted the post. Pakistan’s capital simultaneously announced two days of unannounced holidays, adding to the opacity.Israel has intensified its campaign in Lebanon, killing at least 182 people in a single day, which Tehran warns could render further negotiations "unreasonable" under the current circumstances.In Washington, opposition to the conflict is mounting. Senator Cory Booker announced that Democrats intend to invoke the War Powers Resolution to force a congressional vote, condemning Trump’s actions as "unauthorised" and "reckless war‑mongering" that the American public does not support.The convergence of U.S. military posturing, Iranian skepticism, Israeli escalation, and domestic political pressure creates a volatile environment where the fragile ceasefire could unravel, threatening regional security and global energy markets.

A British warship together with a Royal Air Force P‑8 maritime patrol aircraft monitored three Russian submarines that were trying to survey key undersea infrastructure in the North Atlantic, the defence secretary John Healey said at a Downing Street briefing.Healey explained that the operation, which lasted **over a month**, took place not within UK territorial waters but in the country's exclusive economic zone – the area extending up to 200 nautical miles from the coastline and bordering neighbouring zones.The Russian vessels comprised an Akula‑class nuclear‑powered submarine and two deep‑sea research submarines from the GUGI directorate, a unit that normally conducts peacetime surveys of underwater infrastructure but possesses the capability to damage it in conflict.According to the minister, the British forces tracked and deterred any malign activity around the submarines 24/7, deploying regular sonar buoys to demonstrate continuous monitoring. The presence of the Royal Navy ship and the P‑8 aircraft, supported by NATO allies, left the Russian crews with “no doubt that they were being watched”.As a result, the Akula submarine “retreated home” and the two GUGI subs subsequently exited the UK’s maritime zone, heading northward. The operation involved **about 500 UK personnel**.Healey stressed that there was **no evidence of damage** to any pipelines or cables, but that UK forces and allies would verify the integrity of the infrastructure. He warned President Putin that any attempt to sabotage the network would “not be tolerated and will have serious consequences”.The defence secretary framed the incident as proof that Moscow is “the primary threat to the UK and to NATO”, underscoring the need for heightened vigilance over undersea assets amid the broader security fallout from the Ukraine war and recent tensions in the Middle East.He also linked the episode to broader defence policy, stating that the successful deterrence demonstrates the UK’s ability to detect, deter and, if necessary, respond to threats against its critical maritime infrastructure, while calling for continued investment in defence capabilities.

Oil tanker workers stuck in the Gulf for six weeks are reaching their limit, with mental health concerns escalating due to the prolonged standoff. A crew member, who spoke to the Guardian, revealed that the situation is becoming increasingly unbearable.The worker, one of 20,000 seafarers trapped by Iran's chokehold on the Strait of Hormuz, expressed frustration and despair, stating that any hope of being freed had evaporated. The crew member's tanker is anchored near dozens of loaded tankers, with many feeling unwilling and unable to traverse the strait, even if a ceasefire allowed them to do so.90% of the crew on the tanker want to exercise their right to refuse to sail, citing safety concerns. The situation has taken a toll on the crew's mental health, with one member suffering a 'mental breakdown' and being checked on regularly by colleagues.The International Transport Workers' Federation (ITF) has received about 1,000 inquiries from seafarers on 300 different vessels, with 20% seeking repatriation. The union and other organizations are trying to provide support, but the situation remains dire.The shipping companies are expected to find new crew members willing to work in hazardous areas, offering double pay and promotions. However, the workers stuck on the tankers hope that their vessel will be taken to anchorage to allow new crew to take their places.The situation has reignited calls for shipowners to replace their crews with mariners willing to offer relief, highlighting the human cost of the conflict.