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    Intelligence Feed event · Geopolitical · 2026-11-04

    Iranian Revolutionary Guard reports mines destroyed four oil tankers south of the Strait of Hormuz

    Question

    Iranian Revolutionary Guard reports mines destroyed four oil tankers south of the Strait of Hormuz

    Direct answer

    The reported attacks materially increase the risk premium for Gulf shipping and raise the probability of temporary supply disruptions.

    Original publisher
    Market Ontology
    Evidence through
    2026-11-04
    Published
    2026-11-04
    Revision
    1 · 2026-11-04

    Cite as: Market Ontology, “Iranian Revolutionary Guard reports mines destroyed four oil tankers south of the Strait of Hormuz”, revision 1, evidence through 2026-11-04. https://marketontology.com/market-events/2026-11-04/iranian-revolutionary-guard-reports-mines-destroyed-four-oil-tankers-south-of-th-0a25ef

    GEOPOLITICAL
    Iranian Revolutionary Guard reports mines destroyed four oil tankers south of the Strait of Hormuz
    The reported attacks materially increase the risk premium for Gulf shipping and raise the probability of temporary supply disruptions.
    BRENT CRUDEVLCC FREIGHTQATAR LNG
    Impact
    95
    NOV 4
    SIG
    BRENT CRUDEVLCC FREIGHTQATAR LNG
    Iranian Revolutionary Guard reports mines destroyed four oil tankers south of the Strait of Hormuz
    The reported attacks materially increase the risk premium for Gulf shipping and raise the probability of temporary supply disruptions.
    Impact
    The reported attacks materially increase the risk premium for Gulf shipping and raise the probability of temporary supply disruptions.
    Affected
    BRENT CRUDEVLCC FREIGHTQATAR LNG
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    BRENT CRUDEReported tanker destruction near Hormuz raises the risk of disrupted seaborne oil flowsUpintradayThe IRGC announced that mines destroyed four oil tankers south of the strait
    VLCC FREIGHTMine and detention reports increase war-risk insurance and vessel-routing costsUp1-5dFour tankers were reportedly destroyed and two more detained
    QATAR LNGHormuz disruption exposes Qatari LNG exports to transit risk, but the reported damage and duration remain unverifiedWatch1-4wThe IEA identified Qatar as highly exposed to disruptions through the strait

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    What happened next

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    Sources

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