India’s ships from Strait of Hormuz
1. Surprised it didn’t happen sooner. U.S. Navy moving now likely indicates asset ship availability now to enforce the blockade.
2. Turns Hormuz from a mere strait blockade into a contested naval corridor where U.S. forces says it will block ships.
3. U.S. Navy says mine clearing ops have begun. Iran Navy says it has chased away some warships. Even a single clash could rapidly escalate into a direct naval confrontation inside the narrow strait.
4. Slighest miscalculation or mistaken engagement can trigger a major escalation. This is an area where Iran has already attempted strikes on U.S. warships and is has been looking to ‘avenge’ Minab, considering the Tomahawks that hit the school were from a U.S. Navy ship.
5. This impacts not just Iran but also Washington’s Gulf allies. If the blockade materialises, expect it to be selective like Iran’s blockade or the strait. Consumer nations will be dealing with both Iran & US now.
6. Asian economies including India, China, Japan and South Korea are the most exposed because the bulk of Gulf energy exports head east.
7. The big question now: will Iran back down and reopen the strait, or are we watching the opening phase of a naval showdown in Hormuz? more
