The
Singapore-flagged GFS Pride sank on Wednesday after an attack the
previous day, while the Antigua and Barbuda-flagged Cape Dao sank hours
later near the strait. According to information reported to the International
Maritime Organization (IMO), the Cape Dao had been struck by a
projectile on September 23. The
incidents come amid an intensification of attacks on vessels around the Strait
of Hormuz, with the United Kingdom Maritime Trade Operations (UKMTO) reporting
at least five incidents, including drone strikes, targeting tankers and other
commercial ships in the preceding 48 hours.
“There is a tempo increase in strikes, which looks deliberate,” a maritime
security source said, highlighting concerns over the apparent escalation in
attacks. Iran has offered a different
explanation for the sinking of the GFS Pride. Iranian state television,
citing a statement from the Islamic Revolutionary Guard Corps (IRGC), said the
cargo ship struck a naval mine while attempting to transit the strait through
what Tehran described as an unauthorised route. The IRGC claimed the vessel was travelling
along an “illegal and dangerous route”. Television footage reportedly showed
the ship listing in the water and emitting a thick plume of smoke. The
broadcast said the vessel was carrying approximately 2,500 containers. However, UKMTO indicated that both ships
had been struck by unidentified projectiles, leaving the circumstances
surrounding the incidents disputed.
Iran has repeatedly warned vessels against transiting the Strait of
Hormuz without its approval. Meanwhile, the US military has been guiding ships
through a route closer to the Omani coast amid continuing tensions in the
region. The latest sinkings follow a
series of attacks on commercial vessels in recent days. UKMTO monitoring
indicated that six vessels were attacked on Sunday (11 Oct) alone. An analysis by the Financial Times
found that 24 ships had been hit in the two weeks leading up to October 11. The
affected vessels included three refined petroleum product tankers and two crude
oil tankers, underscoring the potential implications for global energy
transportation. The escalation appears
to have contributed to a significant decline in oil shipments through the
strait, intensifying concerns about disruptions to global energy supplies and
maritime trade. According to two
Iranian officials cited by Reuters, Tehran has recently adopted new tactics
against vessels it considers to be violating its restrictions. The changes
reportedly involve both the types and frequency of attacks and are intended, in
part, to influence the political consequences of the conflict in the United
States ahead of the November 3 midterm elections. “The aim is to frustrate efforts by the
United States and its allies to bring down global oil prices,” one of the
officials told Reuters. The officials
said the decision to change strategy had been taken at the highest levels of
Iran’s leadership and coordinated across the country’s ruling
establishment. A US military official,
speaking anonymously, confirmed that Iran had changed its tactics in one
significant respect. Following US strikes that destroyed much of Iran’s radar
capability, the IRGC had reportedly begun deploying unarmed observers in small
boats to identify potential targets, including US naval vessels. In a previously unreported incident last
week, the US military identified Iranian spotters operating from a traditional
dhow and relaying target information to the IRGC, the official said. US forces
confronted the vessel, instructed its occupants to abandon ship and
subsequently destroyed it. No casualties were reported. The Strait of Hormuz is a critical artery
for international energy shipments, and any sustained disruption could have
far-reaching consequences for oil markets, shipping operations and global
supply chains. The intensifying
attacks have heightened concerns over the safety of merchant vessels, the
availability of secure transit routes and the potential for further disruption
to tanker movements. The situation also adds uncertainty for shipowners, cargo
interests, insurers and logistics operators navigating the region.
With tensions continuing to rise, the security
of commercial shipping through the Strait of Hormuz remains a major concern for
the global maritime industry.