The IRGC Aerospace Force launched a surprise attack early Sunday against US aircraft carrier logistical support and refueling platforms in Duqm, Oman. This strike marks the third phase of Iran’s response to recent US military actions. It follows previous Iranian missile and drone strikes against US bases in Jordan, Kuwait, and Bahrain.
The attack on a strategic port outside the Strait of Hormuz signals an expansion of the conflict theater. This escalation threatens key logistical routes and global supply chains.
The event will likely increase volatility in energy and shipping markets. This directly affects sentiment for defense ETFs (XAR, PPA, ITA) and logistics funds (JETS, XLI).