UKMTO: Tanker in Strait of Hormuz Told by IRGC to Turn Back or Be Hit

This is a direct IRGC challenge to navigation in the world's most important oil chokepoint, and it lands on the commercial side of the market rather than the military one: the immediate effect is on shipowners, charterers and insurers pricing Hormuz transit risk, not on crude fundamentals. The open question is whether this remains an isolated hail or becomes a pattern of interference that changes routing and war-risk calculations. Watch whether UKMTO reports further incidents involving other vessels, and whether insurers and operators adjust their behaviour accordingly.