IRGC: Oil Supertanker Struck by Mine in Hormuz, Catches Fire
🛢️ HORMUZ — A supertanker burning in the strait is a different scale of damage entirely. 📌 LOOK CLOSER: Supertankers carry up to 2M barrels — one sinking resets global oil pricing more than weeks of transit slowdown. IRGC claiming a mine, not a missile, creates plausible deniability while the weapon does maximum work. Brent was already at $105; a burning VLCC in Hormuz proper is the physical shock markets were pricing as tail risk. Watch the open.