UKMTO Warning 143-26 (reported Sep 29) records a commercial vessel struck by a suspected projectile while transiting the Strait of Hormuz on the evening of September 28; fire onboard was extinguished, vessel remained underway, all crew safe, no environmental impact, identity of vessel and nature of projectile undisclosed [1]. This is the first new reported incident since the Sep 23 attacks that killed one crew member aboard Cape Dao and injured two on LR Stephanie [memory].

IranIntl (Sep 29) reports Iran awaiting a US response via Qatar-mediated diplomacy; Foreign Minister Araghchi said reopening Hormuz remains conditional on lifting the blockade, releasing frozen assets, ending attacks. Oil shipments through strait and alternatives returned to nearly 80% of pre-war regional levels, WSJ citing ship-tracking data; crude exports from Saudi/Iraq/UAE climbed to ~13M bpd this month [2]. Iran's rial crossed 2.5M per dollar in a day. IRGC addressed Americans in a 26-page letter portraying Iran as victor; Washington warned Iran against targeting interests beyond Hormuz.

US-side: eight Marines injured Sep 14 aboard non-military vessel in Iranian anti-ship cruise missile strike, first reported Sep 28; Pentagon added them to war-wounded list quietly [3]. Kpler: 19 tankers (17 VLCCs) week ending Sep 27, September crude exports averaging ~7.4M bpd [3].

Insurance-based closure remains operative. IMF PortWatch latest published day Sep 20: 1 commercial vessel vs typical 85/day [2]. War-risk insurance prices VLCC at ~$10M, 6 P&I clubs withdrawn. Brent $103.14 (-3.92% 24h). Oil passage through Hormuz cannot be independently confirmed; Kpler figures are tanker transits, not measured oil volumes; AIS-dark vessels not captured.