# [FLASH] Trump Confirms US Attacks On Tankers In Strait Of Hormuz

*Wednesday, September 9, 2026 at 7:08 PM UTC — Hamer Intelligence Services Desk*

**Detected**: 2026-09-09T19:08:36.680Z (1h ago)
**Tags**: MARKET, ENERGY, OIL, MIDDLE_EAST, HORMUZ, GEOPOLITICAL_RISK, SHIPPING, SANCTIONS_WAR
**Sources**: OSINT
**Permalink**: https://hamerintel.com/data/alerts/21859.md
**Source**: https://hamerintel.com/summaries

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**Summary**: US President Trump openly stated that recent tanker attacks in the Strait of Hormuz were carried out by the United States and promised many more strikes, after earlier reports of up to 10 Iranian-linked tankers hit. This cements a shift from proxy disruption to direct US–Iran confrontation over oil flows through a key chokepoint, materially increasing the global oil risk premium.

## Detail

1) What happened:
Multiple items [2, 16, 26, 35–39] show a consistent line: Trump says the US has carried out strikes in Hormuz, knocking out 9 Iranian oil tankers and that “the attacks are made by us” and “you are gonna see a lot more.” He ties current high oil prices explicitly to the Iran war and indicates the US is not presently seeking negotiations, though he suggests the war will end after US elections. This is on top of an existing FLASH alert about US–Iran strikes and multiple hit tankers, but the new element is the President’s public confirmation, ownership and promise of further attacks.

2) Supply/demand impact:
Physical disruption is already significant: if roughly 9–10 Iranian-linked tankers are damaged, Iran’s effective export capacity via Hormuz is temporarily reduced and replacement tonnage must be sourced, while many owners will hesitate to accept Iran-linked business. Even more material is the shift in perceived regime: this is now an openly acknowledged US kinetic campaign against Iranian oil logistics in the world’s most important chokepoint (~17–18 mb/d of crude and condensate plus large NGL volumes). Even without a full closure, insurers and shipowners will raise premia and demand higher freight to transit Hormuz. That raises effective landed crude and products costs to Asia and Europe. A 5–10% increase in freight and insurance on flows through Hormuz can translate into a few dollars per barrel higher marginal import costs.

3) Affected assets and direction:
Brent/WTI: structurally bullish risk premium; front spreads likely to strengthen on near-term disruption fears. Dubai/Oman and Murban benchmarks: particularly sensitive as they price Middle East exports, with upside risk in flat price and spreads. Asian refining margins could be squeezed if crude prices spike faster than product prices. LNG freight and spot prices in Asia may also see some uplift given overlapping shipping risks, although this is an oil-focused confrontation so far. Safe havens such as gold and the Swiss franc tend to gain in such escalations, while currencies of major net oil importers (INR, PKR, TRY, JPY, KRW) face pressure.

4) Historical precedent:
Past Hormuz crises (1980s Tanker War, 2019 tanker attacks) typically added several dollars per barrel to Brent and widened Dubai spreads, even when flows largely continued. The novelty here is direct, openly acknowledged US responsibility and declared intent for more strikes, which raises tail risks of Iranian retaliation against non-Iranian shipping or Gulf energy infrastructure.

5) Duration:
As the US President signals that the conflict will continue at least through elections, the elevated risk premium should be treated as medium-term (months) rather than a transient spike unless there is a surprise diplomatic breakthrough. Volatility in front-month crude and related freight markets is likely to remain high.


**AFFECTED ASSETS:** Brent Crude, WTI Crude, Dubai Crude, Murban Crude, Asian LNG spot (JKM), Oil tanker freight (AG–East, AG–West), War-risk insurance premia for Hormuz, Gold, USD/JPY, INR, TRY, KRW