MISSION BRIEF
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Overnight, U.S. forces in the Indian Ocean between Sri Lanka and Indonesia boarded the Guinea-flagged oil tanker Majestic X — a vessel previously sanctioned by the Treasury Department in 2024 under the name Phonix for running Iranian crude — and took control of it before it could reach its destination in Zhoushan, China. It was the fourth Iranian-linked tanker seized by the U.S. Navy in ten days, and it was five thousand miles from the Strait of Hormuz.
That same morning, ship-tracking data showed the MSC Francesca and the Epaminondas — both seized by Iran's Revolutionary Guard the day before — sitting dead in the water off the Iranian coast near Bandar Abbas, their transponders still pinging but their crews held and their cargo frozen. The Epaminondas had been hit with gunfire and rocket-propelled grenades on its bridge despite having received clearance to transit. Panama called it an illegal seizure. The IRGC called it enforcement.
Two rival navies now control opposite ends of a 21-mile-wide corridor. The U.S. decides what goes in. Iran decides what comes out. Since February 28, over thirty commercial vessels have been attacked in or near the strait, and the world's most critical energy chokepoint has been functionally shut for 55 days.
The Pentagon confirmed the Majestic X interception was conducted within the INDOPACOM area of responsibility — not CENTCOM. That distinction matters. Washington is no longer just blockading the strait. It is hunting Iranian oil across two combatant commands, from the Gulf of Oman to the waters south of Sri Lanka, and boarding sanctioned vessels wherever they sail.
Brent crude gapped to $107.38 on Friday morning in European trading. It was below $94 a week ago.
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The national average for a gallon of regular gasoline hit $4.02 on April 23, per AAA. That is up from $2.98 on February 26 — a 35 percent rise in eight weeks. California drivers are paying $5.83. The most expensive week of the year so far was April 9, at $4.12, and if Brent holds above $107, the next print will be worse.
Brent has swung from below $94 to above $107 in a single week — a 14 percent move driven by ship seizures, collapsed diplomacy, and the fact that roughly a fifth of the world's seaborne oil trade remains locked behind a corridor where two navies are exchanging fire with commercial vessels caught in between. Lufthansa cut 20,000 flights through October because jet fuel costs have doubled since the war started. United Airlines just guided below Wall Street estimates for the same reason.
The average American household is now spending roughly $38 more per month on gasoline than it did before February 28, and crude just surged 14 percent in five trading days while the ceasefire was supposedly holding — because a ceasefire that includes a naval blockade, ship-to-ship gunfire, four tanker seizures in ten days, and rocket-propelled grenades hitting a cargo bridge off Oman is not a ceasefire in any language that your gas bill understands.
