upvote
Iran doesn't want to sink merchant ships. They want to extort money from merchant shipping companies by threatening to sink their ships if they don't pay for 'protection'. All they need is a credible threat, which they already have absent any naval ships willing to stay at point blank range to defend merchant ships.

While there are religious, cultural and political aspects to this, the Iranian govt has primarily become a kleptocracy in recent years. It sustains power through the Revolutionary Guard (aka IRGC) which has grown into what's essentially a state-run, money-making commercial enterprise. It collaborates and colludes with various entities across the Iranian economy which it controls either directly or via bribes and coercion. While reasonable people can debate what the recent attacks on Iran accomplished, they certainly nerfed a large part of the IRGC's income. The new Hormuz extortion scheme isn't just retaliation or vengeance, it's replacing lost income which is urgently needed to prop up the Iranian government.

reply
Yes, Iran has already hit several merchant vessels. Their ability to do that occasionally is not in doubt. It's mostly a question of economics. The ship owners and insurers have to decide whether it's worth the risk to run their cargoes through. This has all happened before with the 1980s "Tanker War" between Iraq and Iran: despite some losses the traffic never completely stopped.

And large merchant ships, especially crude oil tankers, and quite tough to sink. When they take a hit it usually just causes some damage.

reply
Iterating on a rocket design is not like making a tweak to a line of code. It needs production line changes, manufacturing, testing, (repeat X times) where the process takes weeks, months or even years untill desired results can be achieved. And their manudacturing sites have been reduced to rubble, so that slows things down too.
reply
As I said I'm only a software engineer but didn't Ukraine revolutionize the rules of asymetric warfare by drone iteration? Your statement rings true but I wonder if there are aspiring rocket engineers that really want to test their totally unproven new ideas without the constraint of a military hierarchy in peacetime.
reply
The thing is, Iran doesn’t need to. US maybe can defend their ships, but they can’t defend commercial ships well enough for them to resume regular operations. Even unsuccessful attacks would cause insurance to make it not possible.

Houthis closed their straight some years ago and US wasn’t able to do anything about that neither. And Houthis are nowhere near as capable as Iran.

US gambled on decapitation strike and failed.

reply
It's clearly clogged, could PNE's unclog it?
reply
Yes, that is a fair point. However, the cost of drone versus latest generation ballistic missile that has a chance to reach us naval ship is very different. And in that sense, iterating on a drone is closer to iterating on a line of code because one drone would cost you a thousand bucks and your iteration is a small tweak like adding a different grenade triggering mechanism. Rockets require custom design, custom manufacturing lines, and generally much more difficult to modify and make more effective.

You also have a lot more tries with cheap drones since the target is lower value, so you have hundreds of data points on how each iteration performs vs hitting a naval ship which is an extremely rare event, so it's hard to see whether your iteration on a rocket actually succeeded.

reply