← All Reads
The Hormuz Toll — Part 7 of 9

Pakistan Replaces Oman

For decades, Oman was the back-channel between Iran and the West. The April ceasefire was brokered by Pakistan. The Islamabad talks — Ghalibaf vs. Vance — mark a new diplomatic architecture. But Oman still controls the chokepoint.

For decades, Oman was the indispensable back-channel between Iran and the West. Omani mediators facilitated the secret Obama-Iran talks that led to the nuclear deal. Oman brokered the 2025 Houthi ceasefire. In February 2026, Oman’s foreign minister announced a “breakthrough” — Iran had agreed to never stockpile enriched uranium. Two days later, the United States and Israel struck Iran. Six weeks after that, when the ceasefire finally came, it was Pakistan — not Oman — that brokered it.

The shift happened fast, and it happened for reasons that reveal the underlying mechanics of great-power mediation. A mediator needs three things: access to both parties, credibility with both parties, and the ability to deliver results. Oman lost the second. Pakistan, improbably, had all three.

Oman’s Half-Century of Quiet Diplomacy

The relationship between Oman and Iran is one of the most unusual in the Middle East, and understanding it requires going back to the 1970s.

Iran’s military intervention helped Sultan Qaboos defeat the Dhofar Rebellion in the 1970s — a foundational debt that sustained Oman’s unique warmth toward Tehran through every subsequent crisis.

This neutrality was not accidental. It was strategic. Oman sits across the strait from Iran. Its Musandam Peninsula forms the southern jaw of the Hormuz chokepoint. Geography made hostility with Iran existentially dangerous and friendship uniquely valuable. Sultan Qaboos, who ruled for 50 years until his death in 2020, built an entire foreign policy around this insight.

1970sIran helps crush Dhofar Rebellion
2012–13Secret Obama-Iran talks in Muscat
2015Key JCPOA meetings hosted
2025Houthi ceasefire brokered

The payoff came in 2012, when the Obama administration needed a secret channel to Iran. They chose Oman. Deputy Secretary of State William Burns and Jake Sullivan traveled to Muscat for clandestine meetings with Iranian officials, hosted by Omani intelligence. These talks, which ran through 2013, laid the groundwork for the JCPOA — the Iran nuclear deal. The agreement was negotiated in Vienna, but the political conditions for it were created in Muscat.

In April 2025, during the Trump-era nuclear talks, Oman once again served as host. US envoy Steve Witkoff and Iranian negotiator Abbas Araghchi met in Muscat, in separate rooms, with Omani mediators carrying proposals back and forth. It was shuttle diplomacy in miniature, and it was classic Oman: quiet, patient, invisible.

In May 2025, Oman brokered the US-Houthi ceasefire, adding another entry to its diplomatic ledger. In January 2026, Oman’s foreign minister Badr al-Busaidi traveled to Tehran, and Trump suggested afterward that Iran was willing to negotiate seriously. In February, al-Busaidi announced the “breakthrough” on enriched uranium stockpiling.

Then the bombs fell.

What Went Wrong for Oman

The February 2026 US-Israeli strikes against Iran shattered the diplomatic framework that Oman had spent months constructing. But the damage to Oman’s mediation role came not from the American side. It came from the Iranian side.

Then Iran struck Omani territory. On March 11, drones hit Salalah Port. On April 3, it happened again — three Omanis killed. Iran’s foreign minister told Muscat the strikes were “not their choice,” blaming IRGC units acting independently. The explanation did not help. The country Iran called its closest friend was now under Iranian fire. Oman’s credibility as a neutral mediator — built over fifty years — was damaged in days.

Pakistan’s Advantages

Pakistan’s emergence as the replacement mediator was not inevitable, but it was not random either. Islamabad possesses a unique combination of relationships that no other capital can match.

Start with military credibility. Pakistan is a nuclear-armed state with one of the world’s largest standing armies. Its military has fought counterinsurgency campaigns for two decades. Its Inter-Services Intelligence directorate maintains operational relationships across the Muslim world. When Pakistan speaks on security matters, it speaks as a military power, not a diplomatic boutique.

Pakistan’s relationship with the United States spans decades. The intelligence cooperation that enabled the Afghan mujahideen, the post-9/11 alliance, the drone campaigns, the Bin Laden raid — the relationship has been turbulent, often bitter, but never severed. American and Pakistani generals speak a common operational language. The institutional connections run deep even when the political relationship frays.

USDecades of intel & military cooperation
IranShared border, energy deals, Balochistan cooperation
ChinaCPEC, “all-weather friendship”
Saudi ArabiaMilitary ties, diaspora, religious bonds

With Iran, Pakistan shares a 959-kilometer border along Balochistan. The two countries cooperate on border security, counterterrorism, and the management of Baloch separatist movements that threaten both states. Pakistan imports electricity from Iran. Energy pipeline deals have been discussed for decades — delayed by sanctions but never abandoned. The relationship is not warm in the way Oman’s was, but it is functional, grounded in shared interests, and maintained by regular military-to-military contact.

Then there is China. Pakistan’s relationship with Beijing is described in both capitals as an “all-weather friendship” — diplomatic language that, in this case, is not an exaggeration. The China-Pakistan Economic Corridor, a $62 billion infrastructure investment centered on the port of Gwadar, has made Pakistan a linchpin of China’s Belt and Road Initiative. And China is Iran’s most important economic partner — the largest buyer of Iranian oil, the biggest investor in Iranian infrastructure, and the diplomatic patron that shielded Tehran from the most severe UN sanctions.

Pakistan is, in effect, the only country on Earth that maintains functional relationships with all four key parties: the United States, Iran, China, and Saudi Arabia. No other state can make that claim. Turkey is too aligned with NATO. India is too antagonistic toward Pakistan and too cautious toward Iran. Russia is too deeply invested in its own conflicts. Oman had the neutrality but lost the credibility. Pakistan has both — for now.

The decisive moment came on April 7, when Pakistani Prime Minister Shehbaz Sharif and Army Chief General Asim Munir personally called Donald Trump to propose the two-week ceasefire framework. The call was answered. That fact alone distinguishes Pakistan from Oman. Oman could host meetings, pass messages, and provide neutral ground. Pakistan could pick up the phone and reach the American president directly.

The Islamabad Talks

The April 10 talks in Islamabad represent the first in-person US-Iran negotiations since the war began. The significance of this cannot be overstated. For six weeks, communication between Washington and Tehran has been conducted through intermediaries, through public statements, and through the movement of military assets. Now, for the first time, the two sides will be in the same building.

The delegations signal how seriously both sides are taking the talks. Iran is sending Mohammad Bagher Ghalibaf, the Speaker of Parliament. Ghalibaf is a former IRGC Air Force commander, a former Tehran mayor, and a two-time presidential candidate. He is a political heavyweight with deep connections to both the military and the clerical establishment. His selection over the foreign minister suggests that Iran views these talks as political, not merely diplomatic.

The United States is sending Vice President JD Vance. This is the most senior American official to engage directly with Iranian representatives in decades. Vance’s presence puts the full weight of the executive branch behind whatever is discussed. If he makes a commitment, it carries presidential authority.

GhalibafSpeaker of Parliament, ex-IRGC commander
vs
VanceVice President of the United States

Pakistan as host gives Islamabad influence that extends well beyond logistics. The host country shapes the agenda, proposes the framework, and controls the physical environment of the negotiations. Pakistan has already indicated that the China-Pakistan joint 5-point ceasefire plan, announced on March 31, may form the basis of discussion. This plan — which China endorsed publicly — gives Pakistan a substantive starting document, not just a venue.

The China connection is critical. Beijing’s endorsement of the 5-point plan means that any framework emerging from the Islamabad talks will have Chinese backing. For Iran, this is essential — China is the only power whose economic leverage over Tehran rivals America’s. For the United States, Chinese involvement is a double-edged sword: it provides a mechanism for pressure on Iran, but it also gives Beijing a role in shaping the post-war order of the Persian Gulf.

Pakistan’s own interests in the outcome are not trivial. The port of Gwadar, developed with $1.6 billion in Chinese investment, sits on the Makran coast of Balochistan, just outside the Gulf of Oman. If the Strait of Hormuz becomes subject to an Iranian toll regime, Gwadar’s strategic value increases enormously — it becomes a potential alternative transshipment point for Gulf cargo that avoids the strait entirely. Pakistan is not a disinterested mediator. It is a stakeholder.

But Oman Still Holds the Geography

Pakistan can broker a ceasefire. It can host negotiations. It can facilitate the political deal. But geography does not negotiate, and geography still belongs to Oman.

As detailed in Part 1 of this series, both Traffic Separation Scheme shipping lanes — inbound and outbound — pass through Omani territorial waters at the narrowest point of the strait. The entire navigable corridor at the chokepoint is sovereign Omani territory. No ship transits Hormuz without passing through Oman’s jurisdiction.

The Geography That Cannot Be Mediated Away
Both inbound and outbound shipping lanes pass through Omani territorial waters at the chokepoint. Pakistan can broker the political deal, but any post-war strait governance arrangement must include the country that actually owns the bottleneck.

This means that any post-war governance arrangement for the strait must include Oman, regardless of where the political negotiations take place. Iran may claim sovereignty. The United States may propose a joint venture. Pakistan may broker the framework. But the ships pass through Omani waters, and Oman’s consent is non-negotiable.

Oman’s leverage is not diplomatic. It is geographic. And geographic leverage is the most durable kind. Diplomats retire. Alliances shift. Treaties expire. The Musandam Peninsula does not move.

This creates what is effectively a two-track process. The first track runs through Islamabad: the political deal, the ceasefire terms, the broad framework for post-war relations between the United States and Iran. The second track will eventually run through Muscat: the maritime governance framework, the transit regulations, the practical mechanics of how ships move through the strait and under whose authority. Pakistan handles the politics. Oman shapes the implementation.

The Mediator’s Dilemma

Every mediator faces the same structural vulnerability: they are only as valuable as the last deal that held. And the recent history of Hormuz mediation is littered with broken promises.

Iran struck Omani ports despite a half-century relationship built on mutual trust. The message was unmistakable: no one is exempt from the consequences of this war, not even Iran’s closest friend. Pakistan should take note. If Iran was willing to bomb Oman — the country that helped save the Omani state from communism, that hosted the secret talks, that never wavered in its neutrality — why would Pakistan expect different treatment if circumstances changed?

Pakistan’s own neutrality is not beyond question. In 2015, during the Saudi-led intervention in Yemen, Islamabad deployed troops to Saudi Arabia for border defense. The deployment was framed as defensive, but it signaled where Pakistan’s sympathies lay when forced to choose between Riyadh and Tehran. Iran noticed. Tehran always notices.

And then there is the deeper question of durability. The United States abandoned the JCPOA after Oman helped broker it. Years of patient Omani diplomacy, the secret Muscat meetings, the careful cultivation of trust on both sides — all of it was undone by a single presidential decision in 2018. Why would any mediator trust that a deal brokered in Islamabad in 2026 will survive the next American election?

2015JCPOA signed after Omani mediation
2018US withdraws from JCPOA
2026Islamabad ceasefire framework
2028?Next US presidential transition

The two-week ceasefire window puts enormous pressure on Pakistan’s diplomatic capacity. Two weeks is not enough time to resolve the underlying disputes — enrichment, sanctions, strait governance, reconstruction. It is barely enough time to agree on an agenda. If the talks produce a framework for continued negotiation, Pakistan can claim success. If they collapse, Pakistan absorbs the reputational damage. The mediator’s dilemma is structural: credit for a deal is shared among the parties who sign it, but blame for failure concentrates on the country that hosted the talks.

Pakistan has stepped into a role that Oman held for fifty years. It brings military weight, great-power connections, and a phone line to the American president. But it also inherits the fundamental fragility of mediating between parties whose commitments have an expiration date. Oman learned this lesson at the cost of its ports and its people. Pakistan is about to learn whether the same lesson applies to it.

But even as Pakistan manages the political track, the geographic track remains unresolved. Oman controls the actual water through which every ship must pass. In Part 8, we examine Oman’s deeper position — the quiet sovereign of the bottleneck, wounded by its closest ally, caught between a war it did not choose and a geography it cannot escape.

See the cost updating in real time

Open Live Tracker