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

*Wednesday, September 9, 2026 at 7:28 PM UTC — Hamer Intelligence Services Desk*

**Detected**: 2026-09-09T19:28:27.096Z (1h ago)
**Tags**: MARKET, ENERGY, Middle East, Iran, StraitOfHormuz, Oil, Geopolitics, RiskPremium
**Sources**: OSINT
**Permalink**: https://hamerintel.com/data/alerts/21861.md
**Source**: https://hamerintel.com/summaries

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**Summary**: President Trump publicly confirmed that recent attacks in the Strait of Hormuz were carried out by US forces and warned of many more strikes to come, after previously acknowledging knocking out nine Iranian oil tankers. This cements an overt US–Iran tanker war in a critical chokepoint, materially increasing disruption risk to Gulf crude and product flows and sustaining or expanding the geopolitical risk premium in oil and related markets.

## Detail

1) What happened:
Multiple fresh statements in the last hour from President Trump (reports [2], [16], [26], [36], [37], [44]) explicitly confirm that the United States is conducting attacks on tankers in the Strait of Hormuz, including knocking out nine Iranian oil tankers, and that “you are gonna see a lot more” attacks. He links the current spike in oil prices above $100 to the Iran war and signals that this situation will likely persist until after US elections. There is also a separate intelligence note ([56]) expecting a hard US strike on Iran within 24 hours, consistent with further escalation.

2) Supply-side impact:
The Strait of Hormuz handles roughly 20–21 mb/d of crude and condensate plus significant NGLs and products. Even if current kinetic actions are focused on Iranian-flagged tankers, elevated insurance, routing, and misidentification risks increase the probability of wider disruption to GCC exports (Saudi, UAE, Kuwait, Iraq). The confirmed destruction/disablement of nine Iranian tankers already constrains Iran’s effective export logistics (currently ~1.5–2.0 mb/d, much of it to China), and explicit US intent to expand attacks can lead shipowners and insurers to curtail calls to Iranian ports or transits judged at risk. This implies downside risk to physical availability of medium and heavy crude grades and potentially higher freight and war-risk premia across Gulf routes.

3) Affected assets and direction:
– Brent, WTI: Bullish; supports/extends risk premium with potential for multi-dollar intraday moves.
– Dubai/Oman benchmarks and Middle East OSP-linked grades: Bullish, especially for prompt barrels.
– Product cracks (diesel, gasoline) and tanker freight (especially VLCCs, LR2s ex-Gulf): Bullish due to disruption and rerouting risk.
– Gold and other safe havens (JPY, CHF, USTs): Mildly bullish on elevated war risk.
– USD/IRR (offshore) and Iranian-linked risk assets: Bearish, reflecting higher sanctions and conflict intensity.

4) Historical precedent:
Episodes such as the 2019 tanker attacks near Fujairah and the 1980s “Tanker War” in the Gulf triggered multi-percent spikes in crude benchmarks and higher war-risk premiums, even before large sustained volume losses occurred. The current development is more severe: the US is openly claiming responsibility and promising further strikes.

5) Duration:
Given Trump’s own guidance that elevated prices linked to the Iran war may not come down until after US elections, this appears to be a medium-term structural risk premium rather than a brief spike, assuming no rapid diplomatic breakthrough. Volatility around any large new strike on Iranian assets could be extreme in the near term.

**AFFECTED ASSETS:** Brent Crude, WTI Crude, Dubai Crude, ICE Gasoil, Singapore MR/LR product freight indices, VLCC Middle East–China freight, Gold, USD/JPY, CHF crosses, US 10Y Treasuries, USD/CNY (via China’s Iranian crude exposure), USD/IRR offshore