Three gas tankers struck in Strait of Hormuz amid US-Iran tensions

Impact verdict

Medium impact. Direct loss pathway sits in marine war risk: hull damage and LNG/gas cargo exposure on three commercial tankers in a chokepoint where London market war, hull, and cargo policies concentrate. Indirect energy supply and rerouting exposure could affect onshore energy assets and political risk/energy lines if the corridor remains disrupted. Escalation to HIGH would require confirmed constructive total losses of major vessels or aggregate hull/cargo losses exceeding USD 1bn; currently no insured loss figures or damage inventory have been reported.