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Iran War: Iran Ups the Ante in the Gulf, Ansar Allah Blasts Saudi Airports, Trump Threats

At least 12 attacks hit oil, liquefied natural gas, and liquefied petroleum gas tankers between September 28 and October 5. The incidents occurred around the Strait of Hormuz, where maritime traffic carries energy supplies. The figure was the highest weekly total reported since the Iran war began. This showed that danger was spreading beyond a narrow chokepoint. The attacks involved multiple projectiles in at least one case. A tanker hundreds of miles west of Hormuz was hit, and people were killed or injured. Maritime security sources analyzed reports from the area, while the U.S. Navy-led Joint Maritime Information Center tracked the incidents. The article describes a shift from stopping ships to deliberately striking crews. Iran said Hormuz was closed, while CENTCOM said traffic was flowing. Even if ships continued moving, repeated attacks could make voyages slower, costlier, and harder to insure. The wider attack zone also exposed tankers traveling near Iraq, Kuwait, Saudi Arabia, Bahrain, Qatar, and Oman.

Based on reporting by Naked Capitalism Econ

What happened to commercial tankers around the Strait of Hormuz and the Gulf of Oman during the week described?

At least 12 attacks hit oil, liquefied natural gas, and liquefied petroleum gas tankers between September 28 and October 5. The incidents occurred around the Strait of Hormuz, where maritime traffic carries energy supplies. The figure was the highest weekly total reported since the Iran war began. This showed that danger was spreading beyond a narrow chokepoint.

The attacks involved multiple projectiles in at least one case. A tanker hundreds of miles west of Hormuz was hit, and people were killed or injured. Maritime security sources analyzed reports from the area, while the U.S. Navy-led Joint Maritime Information Center tracked the incidents. The article describes a shift from stopping ships to deliberately striking crews.

Iran said Hormuz was closed, while CENTCOM said traffic was flowing. Even if ships continued moving, repeated attacks could make voyages slower, costlier, and harder to insure. The wider attack zone also exposed tankers traveling near Iraq, Kuwait, Saudi Arabia, Bahrain, Qatar, and Oman.

What is the Strait of Hormuz, and why is it a critical passage between the Persian Gulf and the open ocean?

The Strait of Hormuz is the maritime gateway between the Persian Gulf and the Gulf of Oman, which connects onward to the open ocean. It is a chokepoint because the waterway is relatively narrow, while major energy exporters and importers depend on shipping through it. Control or disruption there can affect trade far beyond the region.

The article presents competing claims about the strait. An adviser to Iran’s Revolutionary Guard commander said it was closed and under Iranian control. CENTCOM rejected that claim, saying commercial goods and energy supplies were still moving, including 20 million barrels of crude oil. The article also reports attacks on tankers around the waterway.

That makes Hormuz strategically important even when it remains technically open. Ships may still pass, but attacks, patrols, damaged bases, and threats can make the route unsafe. Exporters may face delays or seek other routes, while importers confront uncertainty over fuel deliveries and prices.

How much oil and other energy cargo normally passes through the Strait of Hormuz?

The article identifies 20 million barrels of crude oil as moving through the Strait of Hormuz when CENTCOM disputed Iran’s closure claim. That is the clearest energy-volume figure in the text. It shows why even limited disruption can matter: a waterway carrying such a large crude shipment connects regional security directly to global fuel markets.

Hormuz also carries more than crude oil. The article mentions liquefied natural gas and liquefied petroleum gas tankers among the vessels attacked. It does not give a separate normal figure for those cargoes, nor does it specify whether the 20 million barrels represents a daily, weekly, or other period.

The practical point is scale and concentration. Large energy movements depend on a vulnerable maritime corridor. If attacks continue, fewer ships may risk the passage, and exporters could struggle to move cargo. Buyers would then face tighter supplies, delays, and potentially higher prices, even while some traffic continues.

Why can attacks on tankers disrupt trade even if the strait remains technically open?

Commercial shipping depends on predictable passage, not merely the absence of a formal blockade. If tankers face missiles, drones, or repeated projectile strikes, owners may delay voyages, reroute vessels, or demand higher payments. The article reports at least 12 tanker attacks in one week and says Iran increasingly targeted crews rather than only engines.

The mechanism is cumulative risk. Each attack can damage a ship, injure personnel, disrupt schedules, and raise the perceived chance of another incident. Maritime insurers may charge more or restrict coverage. Ship operators can respond by seeking escorts, reducing traffic, or waiting outside the danger zone. Those choices shrink the reliable supply flow even if some vessels still pass.

The article says American forces had limited presence west of Hormuz, leaving tankers near Iraq, Kuwait, Saudi Arabia, Bahrain, and Qatar comparatively vulnerable. Thus, the practical effect could spread beyond the strait itself, affecting Gulf exports, shipping costs, and confidence in energy deliveries.

What could happen to oil prices, insurance costs, and global energy supplies if tanker attacks continue or the route is closed?

If tanker attacks continue, energy markets would likely price in greater supply risk. Buyers may bid more for available cargoes, while shipowners and insurers add costs for dangerous voyages. The article reports attacks on crude, liquefied natural gas, and liquefied petroleum gas tankers, so the pressure could reach oil, gas, and related energy markets.

A closure would intensify the disruption. Exporters might have cargo ready but lack a safe maritime route. Ships could wait, turn back, or use longer alternatives. Those delays reduce dependable supply, even if global production does not immediately fall. Higher freight and insurance expenses would also raise the delivered cost of energy.

The article does not state a specific price increase or supply loss. It does show the vulnerability: Iran claimed Hormuz was closed, while CENTCOM said traffic still flowed, and at least 12 attacks occurred in one week. If that pattern persisted, governments and companies would face pressure to protect shipping, release reserves, reroute cargo, or negotiate access.

What alternative routes or methods could Gulf oil and gas exporters use if ships cannot safely pass through Hormuz?

If ships cannot safely cross Hormuz, exporters can reduce dependence on the chokepoint through pipelines to ports outside the Gulf, alternative loading terminals, or longer routes around the Arabian Peninsula. Gas exporters may also redirect cargoes from other terminals where infrastructure allows. These methods are established alternatives, but capacity is limited and cannot instantly replace normal traffic.

The article mentions a southern pathway along Oman’s coast. Mohammadreza Naqdi said its few routes were created by blasting rocky passages and used by small boats smuggling oil and transferring it to tankers. That describes a local maritime workaround, not a full substitute for the main shipping channel. Ship-to-ship transfers can move cargo, but they still require safe waters and suitable vessels.

Longer routes add sailing time, fuel use, and insurance exposure. Pipelines can bypass sea danger but need available capacity and secure terminals. Therefore, alternatives may soften a disruption rather than eliminate it. Their usefulness would depend on infrastructure, security, cargo type, and how long Hormuz remained unsafe.

How do oil tankers, ship-to-ship transfers, pipelines, and global commodity markets connect a regional maritime conflict to consumers and economies far away?

Tankers carry crude oil, liquefied natural gas, and liquefied petroleum gas from Gulf exporters to buyers elsewhere. Pipelines and ship-to-ship transfers can move cargo between terminals or vessels, but they depend on secure infrastructure and water. Once cargo enters global commodity markets, traders compare available supply with demand and react to delays, damage, or threats.

The article illustrates the chain. At least 12 energy tankers were attacked in one week, including a vessel hundreds of miles west of Hormuz. Iran’s reported strategy focused on hitting ships repeatedly and causing casualties. Those attacks can delay deliveries, raise insurance and freight costs, and make some owners avoid the route. Fewer dependable voyages mean tighter effective supply.

The effects can travel widely. Energy buyers may pay more, transport companies may face higher fuel bills, and businesses can pass costs to households. The article does not quantify those downstream effects. It does show the trigger: a contested waterway carrying commercial goods and energy supplies, with U.S. and Iranian claims about whether traffic remained under control.

Key Facts:

📌 At least 12 energy tankers were attacked between September 28 and October 5.

📌 The weekly total was the highest since the Iran war began.

📌 A tanker west of Hormuz was hit with multiple projectiles and casualties.

📌 Hormuz links the Persian Gulf with the Gulf of Oman and open ocean routes.

📌 CENTCOM said traffic was flowing through the strait.

📌 Iran claimed the strait was closed and under its control.

📌 CENTCOM cited 20 million barrels of crude oil moving through Hormuz.

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