Iran has signaled that the United States' military presence near its borders remains a primary source of regional instability, according to remarks by Iranian Ambassador to Armenia Khalil Shirgolami.

The comments, delivered in Yerevan, underscore Tehran's ongoing security concerns despite diplomatic assurances regarding the implementation of the Trump Route for International Peace and Prosperity (TRI).

Shirgolami pointed to Washington's alleged violations of ceasefire agreements with Iran as evidence of continued US aggression in the region.

The diplomatic friction adds another layer of uncertainty to an already volatile shipping environment.

Markets have been closely monitoring the Strait of Hormuz, where Iran's Foreign Minister Abbas Araghchi recently warned that any attempt to circumvent agreed-upon transit routes would significantly escalate tensions.

The combination of US military positioning and Iranian rhetoric suggests that the risk of disruption to global energy flows remains elevated.