The Strait of Hormuz region became a flashpoint Sunday after U.S.-Israeli strikes on Iran under Operation Epic Fury triggered electronic warfare activity and multiple "attacks" on vessels along one of the world’s most critical energy waterways, according to reports.
The sudden escalation followed a Feb. 28 warning from ignited a blaze aboard, the organization reported.
Compounding the physical threats is a surge in electronic warfare with maritime intelligence firm Emirati, Qatari, Omani and Iranian waters, Windward said.
Major shipping company Maersk announced it would reroute some services away from the region, citing crew and cargo safety.
Roughly 20% of global oil and gas exports pass through the Strait, and traffic has already thinned, with some tankers reversing course or switching off AIS signals.
Industry groups also warned of Houthi retaliation in the Red Sea and Gulf of Aden, while analysts cautioned that Iran could seize vessels tied to U.S. or Israeli interests.
"The Houthis have threatened to resume attacks on ships in the Red Sea, Bab el-Mandeb Strait and Gulf of Aden," Larsen explained.
Ships with business connections to U.S. or Israeli interests are considered more likely targets, though others could be struck deliberately or in error, he said.
Tanker owners’ association Intertanko also warned members that "the expectation is that the Houthis may respond and recommence attacks on shipping," although immediate intelligence remained unclear.
"There are no signs of Iranian attempts to close the Strait with sea mines or naval mines, although this can change at short notice," Larsen added before confirming that GPS interference has "increased significantly following the initiation of hostilities."