Tue, 19 May 2026
Hunch
Iran talks11 Sep 2026

Gulf states plan to meet Iran on Hormuz. Most such talks got no deal in a month.

Gulf states are preparing to meet Iran about the Strait of Hormuz. Since 2007, only 2 of 6 such talks led to an agreement within a month.

4 min read

What happened

Iran and Gulf states are to meet in a push for a deal on the Strait of Hormuz, six months into the US-Iran war and days after the heaviest exchange of attacks on shipping so far.

Gulf Arab states are preparing to meet Iranian officials to try to reach a deal on the Strait of Hormuz. On Qatar’s foreign ministry said new ideas were being discussed with partners including China.

Qatar said reopening the strait without conditions was a priority for the region, and that a state of neither war nor peace was unacceptable. So Gulf governments are opening direct talks with Tehran while the fight over the strait goes on.

The strait is at the centre of the war. On Iran said it had struck ten ships near the strait after US forces sank five Iranian tankers. The oil price passed $100 a barrel for the first time since July.

At least 75 ships have been attacked since the war began and 21 seafarers killed. As of , 42 tankers were waiting to pass through.

Oman already tried a Gulf plan this summer. In July it offered Iran a shared regional system, modelled on the voluntary payments made by ships using the Strait of Malacca. Tehran rejected an equal split of the shipping lanes, but said talks with Oman were moving step by step. Six weeks later there is still no such system, and the question is whether a wider Gulf meeting changes that.

Sources: Financial Times, Al Jazeera (2, 3), The Guardian

The Pattern

We looked for times since 2007 when Gulf Arab states opened direct talks with Iran to settle a live dispute, either as a side in it or as the go-between. We found six. Two led to an agreement announced within 30 days. The other four brought no agreement in that time.

2 of 6
In two of the six Gulf openings to Iran since 2007, an agreement was announced within 30 days: Qatar's mediation in June 2025, where a truce came the same evening, and the Beijing round in March 2023, where a joint statement came in four days. Both had a broker arriving with a text already drafted. The four that failed the test opened with proposals still being exchanged.
2026 Omannot held
Oman offered a joint mechanism with voluntary transit fees on ; Iran rejected an equal split of lanes and no mechanism followed. (aljazeera.com; aljazeera.com)
2025 Qatarheld
Qatar carried terms to Tehran after Iranian missiles hit Al Udeid on ; a truce was announced hours later. (Al Jazeera, The 12-Day War ended with an attack on Qatar, 25 Jun 2025)
Show the other 4 cases
2023 Saudi Arabia in Beijingheld
Saudi and Iranian officials met in Beijing and on issued a joint statement restoring ties and reopening embassies. (The Guardian, Iran and Saudi Arabia agree to restore ties after China-brokered talks, 10 Mar 2023)
2021 UAE, Tahnounnot held
The UAE security chief met Ali Shamkhani and President Raisi on and proposed working groups; no accord was signed. (Al Jazeera, UAE's top security official visits Iran to develop warm ties, 6 Dec 2021; The Guardian, UAE reinstates ambassador to Iran after six-year absence, 22 Aug 2022)
2021 Saudi Arabia in Baghdadnot held
Saudi and Iranian officials opened Iraq-hosted talks in Baghdad on ; agreement came after five rounds and two years. (Al Jazeera, Saudi, Iranian officials held direct talks in Iraq, 18 Apr 2021; Al Jazeera, Iran, Saudi Arabia hold fifth round of talks in Baghdad, 23 Apr 2022)
2007 GCC, Ahmadinejadnot held
Ahmadinejad offered the GCC a security and trade pact at the Doha summit on ; the GCC made no formal response. (BBC News, Iran proposes Gulf security pact, 3 Dec 2007; Al Jazeera, Ahmadinejad arrives for Gulf summit, 3 Dec 2007)

The Read

History leans against a quick deal, since only two of the six talks produced an agreement within a month. The split comes down to who arrived with a written text. Qatar in and China in brought terms that only needed a yes, and both closed within days. Doha in 2007, Baghdad and Tehran in 2021 and Oman this July all began with proposals still passing between capitals, and none produced a signed paper within a month. Next week’s meeting looks like the second group.

The case against that is the pressure, which is much heavier now than in the four slow cases. Oil is above $100 and 42 tankers are waiting, which gives Gulf governments a reason to push. Qatar has also said it is working with China, which brokered the 2023 deal.

The answer turns on whether China or the United States brings a written plan to the table. Both quick deals in the record had one.

Disclaimer

Hunch works only from sources that are publicly available, and publishes on the basis of analysis of that material. We do not form an editorial opinion or take sides, we give a simpler and wider view of news that already exists. If information in a source we used was inaccurate, distorted, or later disputed but had already entered our analysis, Hunch accepts no liability for that. Predictions are not advice. Phase 1 markets use Hunch Points, not money.

Published by Hunch under the Editorial Code. Complaints and corrections: /contact/.

Comment

Comments are moderated. Members post under their prediction record.