The US military today attacked two Iranian Revolutionary Guard vessels that attempted to steal an unmanned US military vessel patrolling the Persian Gulf, an American source told i24NEWS.

Episodes of this kind have historically put a premium into crude through freight and insurance costs on Gulf transits and, at the margin, through concerns about the Strait of Hormuz, with the move tending to fade quickly once it becomes clear no infrastructure or tanker traffic has been affected. The distinction that matters is between vessel-level incidents, which have typically remained contained, and any attack on production, export terminals, or shipping casualties, which is where supply risk becomes real. Sourcing here is thin: a single American source to a regional outlet, so confirmation from official US or Iranian channels is the first tell. Follow-ons to note are whether Tehran frames this as requiring retaliation, whether tanker rates and war-risk premia reprice, and whether back-channel de-escalation surfaces, as it has in comparable prior episodes. As a headline, the established pattern is an initial risk-off bid in oil and havens that retraces absent a second shoe.