US, Iran engaged in tanker war: Where is the months-long conflict headed? | US-Israel war on Iran News

The USA and Iran have escalated tit-for-tat assaults up to now 24 hours, with Washington focusing on three Iranian oil tankers and Tehran hitting tankers and firing a ballistic missile in the direction of US warships patrolling close to the Strait of Hormuz.

Specialists have dubbed Iran’s focusing on of the 2 US plane carriers a “calculated escalation”, because the months-long combating is more and more enjoying out at sea, with each side making an attempt to exert management over the strategic strait – a world chokepoint utilized by Tehran as leverage within the conflict.

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The assaults on tankers come because the US claims that an rising quantity of oil has began to circulate by means of the strait, although the precise figures are nonetheless debatable, whereas the naval blockade of Iranian ports continues.

The newest exchanges additional dim hopes for a de-escalation by means of diplomacy because the US-Israel conflict on Iran has disrupted power provides and slowed financial progress all over the world.

So, what do we all know concerning the newest tanker wars, and the place is the battle headed?

What do we all know concerning the newest assaults on tankers?

US Central Command (CENTCOM) mentioned its forces struck three Iranian vessels, together with a tanker off Kharg Island, the hub by means of which Iran exported 90 p.c of its crude earlier than the conflict.

One other tanker was struck close to Jask, and an unladen vessel was hit within the Gulf of Oman after its crew was instructed to desert ship.

CENTCOM mentioned the assaults adopted Iranian ballistic missile launches towards a US plane provider and navy destroyer, which it mentioned efficiently evaded the strikes. No US personnel have been injured.

“In case you shoot at two of our ships, we’ll impose a good larger financial value — taking out three of yours,” CENTCOM commander Admiral Brad Cooper mentioned.

Iran’s Islamic Revolutionary Guard Corps (IRGC) mentioned it launched “a number of ballistic missiles” on the plane provider and destroyer, accusing them of “harassing Iranian ships” and collaborating in a naval blockade.

“The Iranians didn’t solely goal two peculiar warships – they focused a missile destroyer and, remarkably, an plane provider … the spine of the American marketing campaign towards Iran,” defence analyst Wolfgang Pusztai instructed Al Jazeera.

“This can be a very, very vital improvement, and it doesn’t come as a shock that the People retaliated.”

Iran then mentioned its forces additionally focused three oil tankers travelling by means of what it known as an “unauthorised route” within the Strait of Hormuz and three US-linked vessels elsewhere.

In a press release carried by Iranian broadcaster IRIB, the IRGC navy warned all vessels within the Gulf or close to the Strait of Hormuz to not be “deceived” by the US navy and to “chorus from any suspicious motion geared toward transiting unauthorised waterways”.

“In any other case, you can be focused,” it mentioned.

On Sunday, Iran claimed it struck an unmanned US vessel making an attempt to enter the Strait of Hormuz, based on The Related Press information company.

Why are they attacking tankers?

Washington claimed the Iranian tankers it struck have been a part of a multibillion-dollar shadow community financing the IRGC and its regional allies.

Iran has lengthy relied partly on a shadow fleet to avoid sanctions and promote oil, a income that has turn into extra necessary for the reason that US started blockading Iranian ports in April.

Iran successfully shut the Strait of Hormuz, by means of which 20 p.c of the world’s oil provides flowed, in retaliation for the US-Israeli assaults that started on February 28. Some 20 million barrels of oil flowed each day earlier than the conflict started.

People on a boat take pictures of vessels as they transit the Strait of Hormuz off the coast of the port city of Bandar Abbas in southern Iran on September 5, 2026.
Folks on a ship take footage of vessels as they transit the Strait of Hormuz off the coast of Bandar Abbas, Iran, on September 5, 2026 [AFP]

Hassan Ghashghavi, a lawmaker and spokesman for the Iranian Parliament’s Nationwide Safety Fee, mentioned the assaults on US warships have been a part of “an existential conflict with America”, arguing that Washington’s naval blockade “ought to by no means have existed” within the first place.

“Naturally, they’ve acted militarily in violation of all worldwide legal guidelines,” he instructed Al Jazeera, including that “as a result of America is much from us, it doesn’t see this conflict as existential”.

In the meantime, the US has continued to construct stress on Iran to open the important thing waterway, each militarily and economically.

Final month, US Treasury Secretary Scott Bessent introduced a raft of economic measures to focus on Tehran’s monetary pursuits internationally.

Bessent mentioned the US would goal all of Iran’s sources of income, together with oil, to forestall different international locations and firms from doing enterprise with Tehran.

This comes regardless of US assertions of normalcy within the Strait of Hormuz, with Washington insisting the waterway is open and that dozens of ships carrying thousands and thousands of barrels of oil transit it every day.

Final week, Bessent claimed that some 17 million barrels of crude oil a day had been shipped out lately, based on a report in the UK’s The Instances newspaper. Al Jazeera, nevertheless, couldn’t independently confirm the claims within the report.

President Donald Trump claimed final month that the US was in “whole management” of the strait.

But figures from marine analytics agency Kpler present solely six vessels crossed the strait on Wednesday, 11 on Tuesday and 5 on Monday, with a 10-day common of simply 13 vessels per day.

What’s the newest with oil costs?

The assaults are including to issues about world power provides.

Brent crude futures closed on Friday at $96.28 a barrel, their highest stage since July 24, up from roughly $70 earlier than the conflict.

Predictably, US oil and fuel costs have additionally skyrocketed, coming at a vital time for Trump as People head to the polls for midterm elections in November.

Diesel hit a brand new report worth within the US on Friday, hovering to a median of $5.85 a gallon ($1.55 per litre) for the primary time ever. Polls have repeatedly urged a majority of People oppose the conflict, which has additionally plunged Trump’s recognition.

A Reuters/Ipsos survey carried out in late August discovered that solely 31 p.c of People again the conflict, whereas 63 p.c are towards it.

The identical polling urged Trump’s approval ranking has dropped to 33 p.c, down from 40 p.c for the reason that combating started.

The place is the battle headed?

The renewed exchanges of strikes between Iran and the US mark an escalation within the six-month-long battle, based on the director of the Center East research programme at George Washington College, Sina Azodi.

Azodi instructed Al Jazeera that neither facet will “collapse” as a result of it “won’t look good on them, so the one possibility is to escalate”.

He mentioned until there’s a political settlement, the conflict will proceed.

“There’s going to be extra clashes between the Iranians and the People. There might be miscalculations. There might be extra civilian casualties”, particularly on the Iranian facet, Azodi mentioned.

“The [US] secretary of defence can ship extra troops to the area, however I don’t assume the Iranians are going to again down. They’re going to withstand that blockade and impose additional prices on the USA.”

He mentioned the purpose of the US and Iran is to drive the opposite to again down. “The winner goes to be the one that may settle for extra prices and punishment,” Azodi mentioned.

Commenting on Iran’s technique, Ali Akbar Dareini, an analyst on the Middle for Strategic Research in Tehran, echoed Azodi, saying the US assaults on Iranian oil tankers are a “large concern” that Iran can not afford to let “go unanswered”.

“Does it make Iran give up? No, it compels Iran. It incentivises Iran to lash out and retaliate” extra harshly, Dareini instructed Al Jazeera.

He mentioned the US naval blockade, coupled with sanctions, is inflicting extreme ache on Iran, however added the latter has plans to counter it. Iran can not tolerate this naval blockade to proceed, so Iran is already making preparations to interrupt the siege.

“On the similar time, Iran undoubtedly has its personal plans to be sure that oil costs will shoot up over $100 per barrel,” Dareini mentioned.

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