U.S. naval forces have intensified enforcement against Iran-linked shadow fleet oil tankers amid escalating tensions in the Strait of Hormuz, where Iran recently reimposed control and fired upon vessels challenging its blockade. Following multiple seizures earlier this year—primarily of sanctioned Venezuelan and Iran-connected tankers in the Caribbean, Atlantic, and Indian Ocean, with the latest confirmed in late February—recent U.S. destroyer interceptions of tankers attempting to exit Iranian ports signal renewed interdiction efforts. The Pentagon and Trump administration are preparing imminent boardings in international waters to curb Tehran's oil exports, potentially disrupting 2 million barrels per day. Traders monitor for official confirmation of the next seizure, with diplomatic signals, naval deployments, and risk of Iranian retaliation as key catalysts.