How did we get here. The US has been trying to bring Iranian oil shipments to near zero since leaving the Iran Deal and slapping sanctions on Iran in 2018. In 2019 US-Iran tensions rose and Iran lashed out at oil tankers in the Gulf of Oman, and attacked a Saudi oil facility using drones and cruise missiles. Iran also targeted US troops in Iraq by having proxies fire rockets at Americans. The oil trade has led to other clashes as well. The UK sought to seize an Iranian tanker destined for Syria in 2019 and Iran responded by seizing a British ship.
Iran, Turkey and Russia are key allies of the Venezuelan regime of Nicolas Maduro. Both Iran and Turkey have received gold from the regime. Recently the price of oil declined. Venezuela’s oil industry is in a disaster, the Maduro regime having destroyed what was once a thriving industry. It is not entirely clear what is in the suspected ships heading for Venezuela, and it is not entirely clear they are all going to Venezuela because they don’t all declare their destinations. However it appears to be refined products, such as gasoline, which Venezuela needs and which it apparently can’t refine itself. This would be an example of Iran shipping fuel half-way across the world to a country that is already energy rich but which has failed miserably to do basic things for its people.
Iran’s Fars News, likely acting on information from the IRGC, reported on Saturday that four US Navy warships are in the Caribbean along with P-8 aircraft and elements of the VP-26 squadron operating from Jacksonville, Florida. According to “information we received,” Tasnim says, the US has sent the USS Detroit, Lassen, Preble and Farragut. This information was already known on May 11 because the US Defense Department published photos of the littoral combat ship USS Detroit and the guided missile destroyers Lassen, Preble and Farragut with a P-8 conducting maritime security operations in the Caribbean. The Farragut, with its 96 missiles, has already dealt with Iranian threats when it was with the US Fifth Fleet last year in the Persian Gulf.
The US warships are reportedly heading toward Venezuela while the Iranian tankers, named the Clavel, Faxon, Forest, Petunia and Fortune are still traversing the Mediterranean. Tanker Trackers put up an image showing the Fortune out front, having crossed through the straits of Gibraltar, with the Petunia behind and the Forest just leaving the straits. The Faxon and Clavel are making slower process near Sicily. This will take them time to come within range of the US ships. Iran’s navy has no way to really protect the tankers. In 2017 Iran promised it would try to send its warships to the Caribbean, but so far this threat has not materialized. Iran’s navy is relatively small and it recently suffered an embarrassment as one of its ships shot another ship with a missile off the port off Jask. However Iran can respond to US pressure by attacking ships in the Persian Gulf or striking at US forces in Iraq or US allies and partners. This is how Iran has responded in the past. It has not been explained what connection the cyber attack on the Iranian port where the ships were loaded has to the current crisis at sea. Iran had been trying to get the Shahid Rajaei port online for greater production.
The Iranian press agency Nour News says that if the United States takes action against the 5 Iranian tankers heading to #Venuzuela, it would be taking “a dangerous risk, and this move will certainly not be without repercussions”. #Iran pic.twitter.com/tucfo8DLV2— StrategicNews (@StrategicNews2) May 16, 2020
The port is one of those the US has monitored for illicit shipments by the IRGC for years. It is one of the seven main ports of Iran along with Bandar Imam, Bandar Anzali, Khorramshahr port, Assaluyeh port, the Aprin central terminal dry port, and Chabahar.