WEEK 10 UPDATE: OPERATION EPIC FURY & THE GULF BLOCKADE

The situation in the Persian Gulf and the Strait of Hormuz has entered a chaotic “open season” on tankers. While the U.S. has successfully extracted key merchant vessels, the maritime environment has devolved into a series of escalating tit-for-tat strikes between the U.S. Navy and Iranian forces.


1. THE GREAT ESCAPE: U.S. DESTROYERS SORTIE

The U.S. successfully completed the extraction of the MV Alliance Fairfax and CS Anthem from the Persian Gulf. This was a massive resource-heavy operation involving:

Defense Perimeter: USS Truxtun and USS Mason provided the western umbrella inside the Gulf, while at least two other destroyers waited outside in the Gulf of Oman.

Air Cover: A full squadron of F-35s and AH-64 Apache gunships provided overhead security.

The Extraction: After three days inside the Gulf, the Truxtun and Mason—joined by a third destroyer, USS Raphael Peralta—transited out of the Strait.

Analysis: The withdrawal of these destroyers isn’t a retreat; it’s a matter of logistics. Arleigh Burke-class destroyers have finite VLS (Vertical Launch System) cells. After days of intercepting Iranian drones and missiles, they likely ran low on ordnance and fuel. Without a way to replenish VLS cells at sea (which requires a trip to Diego Garcia), rotating ships in and out is the only way to maintain a presence.

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2. IRANIAN RETALIATION: THE “PGSA” STRIKES BACK

In response to the U.S. breaking ships out, Iran has ramped up its own “counter-blockade” through the self-styled Persian Gulf Strait Authority (PGSA).

Targeting China: In a surprising move, Iran attacked the JV Innovation (a Chinese-owned vessel) and seized the Ocean Koi (a tanker with Chinese management).

The Logic of Desperation: Despite China being a major buyer of Iranian oil, these attacks suggest Tehran is trying to force Beijing to mediate a conclusion to the U.S. blockade or is simply losing control over its targeting as tensions peak.

Casualties at Sea: The CMA CGM San Antonio was hit by a missile, resulting in eight crew members being airlifted to hospitals.


3. U.S. AERIAL ENFORCEMENT: THE SNIPER STRIKES

With the U.S. Navy fleet stretched thin, the blockade of Iran is increasingly being handled from the air.

The Weapons: F-18 Super Hornets from the USS Abraham Lincoln and USS George H.W. Bush are being used to “disable” non-compliant tankers.

Recent Hits:

MT Hazna: Disabled via 20mm cannon fire to the rudder.

Sea Star 3 & Sveda: Both hit on May 8th. The U.S. is now using precision-guided munitions targeted directly at the smoke stacks (the “uptakes”) to kill the engines without sinking the ships and causing an environmental disaster.

The Fleet Count: Iran has roughly 60 tankers in its fleet; the U.S. has already effectively taken out several of them.


THE BOTTOM LINE

The U.S. is moving toward a strategy of attrition via aircraft. By disabling tankers instead of boarding them, they minimize the risk of IRGC booby traps and keep American crews safe. However, with global oil prices hitting $119 per barrel, the economic pressure is mounting on everyone—not just Tehran.

All eyes are now on the upcoming summit between President Trump and Chairman Xi, as the maritime “open season” begins to affect Chinese interests directly.