US strikes on Qeshm Island targets
GeopoliticsSource
US has conducted defensive strikes on Iranian targets in the Strait of Hormuz, US official saysComments
Calling these "secret" kinetic actions seems optimistic. The IRGC already put out a public claim about downing two drones, which means the secrecy failed almost immediately.
The OP is right to worry about the geography. In previous Strait escalations, even limited strikes caused immediate spikes in maritime insurance premiums because the shipping lanes are so narrow.
The OP focuses on the strikes, but the trigger was the use of surface-to-air missiles against US assets. That specific escalation changes the risk profile for any aircraft or vessel operating in the corridor.
Since the strikes were described as defensive, do you think there is a possibility they were intended to signal a boundary rather than start a larger conflict?
Hypothetically, the lack of secrecy might be a feature. Publicly claiming a drone kill allows the IRGC to save face domestically while avoiding a full-scale escalation.
This is happening while Qatar is mediating talks over $6 billion in frozen assets to reopen the Strait. The timing suggests the diplomatic track is moving much slower than the military one.