First Move  ·  Statecraft  · 
From the capitals — Monday morning, 29 June

US and Iran Agree to Cease Hostilities, Resume Talks in Qatar on Strait of Hormuz

The United States and Iran have agreed to halt recent military actions and will meet in Qatar tomorrow to address ongoing disputes over the Strait of Hormuz, following differing interpretations of their recent memorandum.

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The United States and Iran have reached an agreement to cease hostilities, with both nations confirming a pause in recent military actions. This development comes after renewed fighting in the Middle East, reportedly stemming from differing interpretations of the memorandum of understanding (MOU) that initially aimed to end their conflict, particularly concerning provisions for the Strait of Hormuz.

A senior US official indicated that both sides have decided to "stop all kinetic activity" and that commercial vessels can now "move freely" through the critical waterway. The upcoming talks, scheduled for Tuesday in Qatar, mark a shift in diplomatic efforts; earlier discussions on Iran's nuclear program were planned for Switzerland but the focus and venue changed due to the recent escalation over the Strait of Hormuz. This meeting aims to de-escalate tensions and clarify the terms of safe passage through the strait.

Today's meetings

Chinese President Xi Jinping

Actor Two: Belarusian President Alexander Lukashenko

Venue Or Format: Beijing

What Was Discussed: Maintaining strategic communication, advancing Belt and Road cooperation, and enhancing coordination in multilateral frameworks, with China supporting Belarus's sovereignty and development path.

Signal: Underscores deepening bilateral ties and China's support for Belarus's geopolitical standing.

Pakistan Deputy Prime Minister Ishaq Dar

Actor Two: EU Foreign Policy Chief Kaja Kallas

Venue Or Format: Phone call

What Was Discussed: Emphasized the necessity for all parties to abide by the Middle East ceasefire agreement and hoped the Islamabad MoU would contribute to lasting peace, with Kallas expressing concerns over recent violations.

Signal: Highlights Pakistan's continued mediation efforts amid fragile Middle East truce.

Pakistan Deputy Prime Minister Ishaq Dar

Actor Two: Saudi and Bahraini Foreign Ministers

Venue Or Format: Phone calls

What Was Discussed: Stressed the importance of all parties adhering to the ceasefire agreement and expressed hope for regional stability through the Islamabad MoU.

Signal: Demonstrates Pakistan's role in engaging Gulf states on Middle East peace.

Chinese Commerce Minister Wang Wentao

Actor Two: EU Trade Commissioner Maroš Šefčovič

Venue Or Format: Brussels

What Was Discussed: Addressing European concerns over China's trade surplus and ongoing tariff disputes.

Signal: Indicates ongoing efforts to manage complex China-EU trade relations.

Joint statements + readouts

Iraq, GCC states, Iran

Topic: Regional security summit

Key Line: Iraqi Foreign Minister Fuad Hussein formally invited all six GCC states, Iran, and Iraq to an eight-party regional security summit on June 28, converting what had been an Iranian diplomatic proposal into a sovereign host-nation invitation with Baghdad as convener.

Multilateral pulse

G20 Sherpa track. The 2nd Meeting of G20 Sherpas commenced in Washington, USA, on June 29, continuing through June 30.

China-Russia military cooperation. The Chinese and Russian militaries conducted their 11th joint strategic air drill above the Sea of Japan, the East China Sea, and the western Pacific Ocean.

Bilateral threads worth following

US ↔ Iran

Current State: A fragile ceasefire is in effect, with direct talks scheduled to address recent hostilities.

Last Move: On June 29, both sides agreed to cease kinetic activity and meet in Qatar on June 30 to discuss the Strait of Hormuz.

China ↔ Belarus

Current State: Bilateral relations are being strengthened through high-level strategic communication.

Last Move: Chinese President Xi Jinping met with Belarusian President Alexander Lukashenko in Beijing on June 29, emphasizing strategic communication and Belt and Road cooperation.

Pakistan ↔ EU / Saudi Arabia / Bahrain

Current State: Pakistan is actively engaged in diplomatic efforts to ensure adherence to the Middle East ceasefire.

Last Move: On June 28, Pakistan's Deputy Prime Minister Ishaq Dar held phone calls with EU foreign policy chief Kaja Kallas and the Saudi and Bahraini foreign ministers, urging adherence to the ceasefire.

Iraq ↔ GCC / Iran

Current State: Iraq has initiated a proposal for a regional security summit, awaiting responses from GCC states.

Last Move: On June 28, Iraqi Foreign Minister Fuad Hussein formally invited GCC states and Iran to an eight-party regional security summit in Baghdad.

What we'll be watching next 72h

Reporting + analyst voices: grounded via Google Search at publish time.