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Narendra Modi holds high-level talks after historic address to Knesset

Modi and Netanyahu’s talks reportedly focused on expanding defense collaboration, counterterrorism cooperation, cybersecurity, artificial intelligence, water management and agricultural innovation.

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Indian Prime Minister Narendra Modi held extensive talks with Israeli Prime Minister Benjamin Netanyahu and senior cabinet officials following his historic address to the Knesset, becoming the first Indian leader to speak before Israel’s parliament.

Modi’s speech marked what analysts describe as a watershed moment in India–Israel relations, signaling the full normalization and elevation of ties between the two countries.

Although diplomatic relations were established in 1992, engagement remained relatively cautious for years. The address reflects a new phase in which cooperation is openly strategic and acknowledged at the highest political level.

Defense, Technology and Regional Security

During their discussions, Modi and Netanyahu focused on expanding defense collaboration, counterterrorism cooperation, cybersecurity, artificial intelligence, water management and agricultural innovation.

Defense remains central to the partnership, with Israel among India’s leading suppliers of advanced military systems, including missile technology and surveillance equipment. Officials also explored joint research initiatives, technology transfers and private-sector investment opportunities aimed at strengthening trade and innovation.

Regional security developments and the broader geopolitical landscape in the Middle East were also high on the agenda.

While India has long supported a two-state solution to the Israeli-Palestinian conflict, New Delhi has increasingly pursued a pragmatic foreign policy that deepens ties with Israel while maintaining relations with Arab states and Iran.

Diplomatic Significance

An invitation to address the Knesset is regarded as a mark of close partnership and Modi’s appearance places India among a select group of nations whose leaders have addressed the Israeli legislature, underscoring India’s growing global stature and its importance to Israel as a major Asian power and economic partner.

In his speech, Modi highlighted shared democratic values, innovation-driven growth and cooperation against terrorism. Observers however say the symbolism of the address could have lasting impact, embedding the relationship at an institutional level beyond executive agreements.

Official Visit and Expanding Ties

Modi arrived in Israel on Wednesday for a two-day visit aimed at deepening ties with a key trade and defense partner. In a departure statement, he described the relationship as a “robust and multifaceted strategic partnership” that has “significantly strengthened in the last few years.”

Earlier this week, officials in New Delhi opened discussions on a proposed India–Israel Free Trade Agreement. Bilateral merchandise trade reached $3.62 billion in the 2024–2025 fiscal year, according to the Indian government.

The relationship extends beyond trade however, and Israeli drone and surveillance technology has featured prominently in India’s defense modernization, including during its May 2025 standoff with Pakistan. In addition, Indian conglomerate Adani Group operates Israel’s Haifa port, highlighting growing commercial integration.

At the same time, India continues to balance its Middle East policy, maintaining strong ties with Gulf Arab states and Iran, including development of Iran’s Chabahar port as a gateway to Afghanistan. New Delhi has also backed broader connectivity initiatives such as the proposed India–Middle East–Europe Economic Corridor, unveiled in 2023 but slowed by the Gaza conflict.

Reaction in India

Modi’s visit has meanwhile generated debate at home. Supporters describe the Knesset address as a proud diplomatic milestone that reflects India’s emergence as a confident global power. Strategic analysts say it demonstrates New Delhi’s ability to manage complex relationships across the Middle East without compromising its broader interests.

However, some opposition figures have urged the government to maintain balance in its West Asia policy. Senior Congress leader Priyanka Gandhi called on Modi to raise concerns about civilian casualties in Gaza during his address.

India, home to about 1.4 billion people — including an estimated 220 million Muslims — has historically supported Palestinian statehood even as it strengthens strategic cooperation with Israel.

Modi’s landmark speech and high-level meetings are however widely seen as consolidating a partnership that has evolved from cautious engagement into a comprehensive strategic relationship spanning defense, trade and technology.

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Can Iran legally impose tolls on the Strait of Hormuz?

Article 38 provides vessels a right of unimpeded “transit passage” through more than 100 straits worldwide, including the Strait of Hormuz.

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Tehran has sought to tighten its grip over the Strait of Hormuz by charging tolls on vessels to ensure safe passage, in conjunction with Iran’s Islamic Revolutionary Guard Corps, Reuters reported.

The following explains law governing toll collections and ​actions that countries opposed to tolls might take.

WHAT IS THE STRAIT OF HORMUZ?

The Strait of Hormuz is ‌a waterway connecting the Gulf with the Gulf of Oman, and located within Iran’s and Oman’s territorial waters. It is perhaps the world’s most important energy shipping lane. About 20% of the world’s oil passes through it.

The waterway is about 104 miles (167 km) long. Its width varies, ​and at its narrowest point provides 2-mile channels for inbound and outbound shipping, separated by a 2-mile buffer ​zone.

Iran effectively closed the strait following U.S.-Israeli strikes on the country, and has demanded a right ⁠to collect tolls as a precondition to ending the war. The status of any toll collections so far could not ​immediately be confirmed.

WHAT LAW GOVERNS PASSAGE ON THE STRAIT?

The UN Convention on the Law of the Sea, sometimes known as UNCLOS, was ​adopted in 1982 and has been in force since 1994.

Article 38 provides vessels a right of unimpeded “transit passage” through more than 100 straits worldwide, including the Strait of Hormuz.

The treaty allows a country bordering a strait to regulate passage within its “territorial sea,” up to 12 nautical ​miles from its border, but shall permit “innocent passage.”

Passage is innocent if it is not prejudicial to a country’s peace, good ​order and security. Military action, serious pollution, spying and fishing are not permitted. The concept of innocent passage was key to a 1949 International Court ‌of ⁠Justice case concerning the Corfu Channel, along the coasts of Albania and Greece, read the report.

Approximately 170 countries and the European Union have ratified UNCLOS. Iran and the United States have not. This raises the question of whether the treaty’s rules affording freedom of maritime navigation have become part of customary international law, or bind only ratifying countries.

Experts say UNCLOS has become or is generally ​viewed as customary international law. ​Some non-ratifying countries may ⁠argue that they need not follow the treaty because they persistently and consistently object. Iran has argued that it has made such objections. The United States disputes Iran’s authority to charge ​tolls.

HOW CAN TOLLS BE CHALLENGED?

There is no formal mechanism to enforce UNCLOS. The International Tribunal for ​the Law ⁠of the Sea in Hamburg, Germany, which the treaty established, and the International Court of Justice in The Hague, Netherlands could issue rulings but cannot enforce them.

Countries and businesses have other potential means to counteract tolls.

A willing state or coalition of states could ⁠try to ​enforce the treaty. The UN Security Council could pass a resolution opposing ​tolls.

Companies could redirect shipments away from the Strait of Hormuz, and have begun doing so. Countries could expand sanctions targeting financial transactions believed to benefit ​Iran’s government, by sanctioning companies willing to pay tolls.

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Iran’s Foreign Minister meets Pakistani Army Chief in Tehran amid mediation efforts

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Iran’s Foreign Minister Abbas Araghchi met with a Pakistani delegation led by army chief Asim Munir in Tehran on Wednesday, as regional efforts continue to facilitate dialogue between Iran and the United States.

Iranian state media reported that the visiting delegation was expected to convey a message from Washington and discuss arrangements for a possible second round of talks between the two sides.

According to reports, Munir arrived in Tehran earlier in the day leading a high-level delegation, with discussions focusing on recent diplomatic developments and ongoing mediation efforts.

The visit follows earlier talks in Islamabad that ended without a breakthrough, though officials have indicated that both Washington and Tehran have agreed in principle to continue negotiations.

Regional mediators are working to sustain momentum toward renewed dialogue, but progress has remained slow amid broader geopolitical tensions.

The meeting in Tehran underscores Pakistan’s emerging role as an intermediary in efforts to revive negotiations and ease tensions between Iran and the United States.

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Strait of Hormuz at center of tensions as US-Iran talks show fragile signs of revival

For now, cautious optimism over renewed talks is tempered by the reality that one of the world’s most vital shipping lanes remains under unprecedented strain.

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The strategic Strait of Hormuz has emerged as the focal point of rising tensions in the Middle East, as the United States enforces a blockade on Iranian ports and Tehran signals possible retaliation, even while tentative diplomatic efforts show signs of life.

The narrow waterway — through which roughly a fifth of the world’s oil supply passes in normal times — has become a flashpoint in the seven-week conflict, with maritime traffic severely curtailed and global markets rattled.

The U.S. military said its blockade is now fully operational, with United States Central Command confirming that no vessels crossed the blockade in the first 24 hours. Several ships were forced to turn back, underscoring Washington’s tightening grip on shipping routes linked to Iran.

The move is designed to cut off Iran’s oil exports, a vital economic lifeline. However, it has also deepened fears of disruption in the Strait of Hormuz, where even limited interference can send shockwaves through global energy markets, AP reported.

Shipping disruption drives economic fears

Since the conflict began, Iran has effectively restricted access to the strait, prompting many commercial vessels to avoid the route altogether. Tankers have reversed course or delayed transit, creating a bottleneck in one of the world’s most critical energy corridors.

The result has been a surge in oil prices in recent weeks, with knock-on effects on fuel, food and shipping costs worldwide. Although prices eased slightly on renewed hopes for diplomacy, uncertainty around the waterway continues to weigh heavily on the global economy.

Diplomatic efforts continue amid military standoff

U.S. President Donald Trump said a second round of talks with Iran could take place within days, possibly in Islamabad, following an initial round that failed to produce an agreement.

António Guterres has urged a return to negotiations, alongside maintaining a ceasefire and ensuring freedom of navigation through the Strait of Hormuz — a principle increasingly under strain.

Despite the diplomatic push, no formal talks have been scheduled, and tensions remain high as both sides continue to test each other’s resolve in and around the waterway.

Wider regional impact

The confrontation over Hormuz comes against the backdrop of a broader regional conflict involving Israel and Iran-backed groups, which has already caused widespread destruction and displacement, particularly in Lebanon.

While separate diplomatic efforts between Israeli and Lebanese officials have been described as constructive, the risk of escalation tied to the Strait of Hormuz remains the most immediate global concern.

A fragile balance

With the blockade in force and Iran warning of retaliation, the Strait of Hormuz has become both a pressure point and a bargaining chip. Any escalation in the narrow passage risks not only reigniting open conflict but also triggering a wider economic shock.

For now, cautious optimism over renewed talks is tempered by the reality that one of the world’s most vital shipping lanes remains under unprecedented strain.
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