Iran's Parliament Speaker Mohammad Bagher Ghalibaf warned that U.S. energy companies could be targeted in retaliation for strikes on Iranian assets. The warning followed comments by U.S. Defense Secretary Pete Hegseth and came as Iranian authorities signaled plans to restrict access near the Strait of Hormuz, a key oil-shipping waterway. Shipping traffic fell to two vessels on Saturday and six on Sunday, while the 10-day moving average dropped to 10, compared with roughly 125 large commodity vessels a day before the Iran war began in late February. The effective closure has tightened energy supplies and unsettled global markets. Analysts at Vital Knowledge said the six-month conflict had reached a tense stalemate, while Reuters reported that a U.S. naval blockade and tougher sanctions were reducing Iran's oil exports and access to foreign currency.