U.S. CENTRAL COMMAND SAYS THAT OVER RECENT DAYS AND WEEKS, IRANIAN-CONTROLLED MEDIA HAVE REPORTED IRANIAN CLAIMS THAT COMMERCIAL VESSELS ARE HITTING SEA MINES WHILE TRANSITING THE STRAIT OF HORMUZ, AND THAT THESE CLAIMS ARE FALSE

U.S. Central Command stated that Iranian-controlled media have over recent days and weeks reported Iranian claims that commercial vessels are striking sea mines while transiting the Strait of Hormuz, and it characterized those claims as unverified or disputed. The headline is truncated before the full assessment, so the precise U.S. position on whether the mine incidents occurred remains unclear from this text. The transmission mechanism runs through supply risk and shipping insurance: the Strait of Hormuz carries a large share of global seaborne crude and LNG, so reports of mine strikes raise the probability of transit disruption, which tends to lift war-risk premiums, freight rates and crude oil prices through a risk-premium channel rather than a confirmed physical shortfall. Crude oil benchmarks, tanker equities, marine insurers and Gulf-linked currencies and sovereign debt are the most directly exposed, with energy-importing Asian economies facing the greatest sensitivity to any sustained rerouting or delay. Traders should watch for any formal U.S. Navy or Joint Maritime Information Center advisory confirming or denying mine strikes, as well as we

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