U.S. strike on Iran’s Larak Island other day should be understood in the context of a new contest over control of the Strait of Hormuz.
Over the past two weeks, there have been growing indications that the U.S. has managed to restore some maritime traffic through the strait, particularly along a southern route close to Oman and around the Musandam Peninsula. Washington says it has cleared Iranian mines, while Iranian sources say the U.S. has also been using smaller tankers, ship-to-ship transfers, and nighttime movements to reduce exposure to Iranian surveillance and strikes.
The same sources acknowledge that earlier U.S. attacks damaged some Iranian radars, monitoring towers, and surveillance equipment, making detection more difficult at night and creating openings that vessels have been trying to exploit.
Iran, meanwhile, appears determined to prevent this limited opening from becoming a new reality. Iranian sources say the IRGC has been trying to extend its surveillance and strike coverage toward the southern route and prevent vessels from transiting without Iranian permission. They also suggest that Tehran has been preparing additional measures to close the remaining gaps, including renewed mining and attacks on vessels using the route.
This may help explain the Larak attack. According to some reports, the targets were launchers preparing to fire rockets carrying sea mines toward the strait. Iranian sources also claim the IRGC had attacked several vessels shortly before the U.S. strike.
The broader picture is therefore becoming clearer. Washington appears to believe it has regained the initiative by creating and protecting a limited shipping corridor. Tehran is trying to prevent that arrangement from consolidating.
That also gives the U.S. strike a political dimension. Washington is signaling to markets and shipping companies that it can protect maritime traffic, while signaling to Tehran that expectations of U.S. restraint ahead of the midterms should not be mistaken for unwillingness to escalate.
For Iran, however, allowing traffic to steadily normalize would weaken the main source of leverage it has built through Hormuz. This is why Tehran has strong incentives to respond.
Tonight’s attack may therefore mark the beginning of another escalation cycle – this time centered on a struggle over who can actually set and enforce the rules of passage through Hormuz.