US CENTCOM Strikes Iranian Radar and UAV Sites Near Hormuz Strait

Impact verdict

High impact. Loss pathway: US military strikes on Iranian military infrastructure on Qeshm Island near the Strait of Hormuz, with CENTCOM explicitly citing Iranian UAVs as a direct threat to vessels transiting regional waters. Evidence: Named geographic assets (Qeshm Island radar and UAV command centres) struck; CENTCOM statement directly references threat to commercial shipping; Kuwait air defences activated against concurrent missile/drone attacks. Limit: Strait of Hormuz is a JWC-listed area and critical global chokepoint for oil tanker and LNG transits; War Risk additional premiums, potential suspension clauses, and Marine Hull/Cargo underwriter action are all directly triggered by military action at this location; Energy sector exposure to Persian Gulf infrastructure is significant across multiple syndicates.