Iran's Revolutionary Guard Corps told state media it had trapped and captured a U.S. unmanned submersible near the mouth of the Strait of Hormuz, and Fars later shared videos and photos it said showed the vessel out of the water. Iranian outlets described the vehicle as a Dive-LD. The U.S., meanwhile, characterized the device as an older unit that broke down and said its activities in the area continue.
In a statement to CNBC shared by U.S. Central Command, U.S. Navy Captain Tim Hawkins said, "An underwater drone operated by U.S. forces malfunctioned more than a day ago." He added the drone "was surveying regional waters in support of ongoing operations," and that "U.S. operations in area waters continue." Hawkins also emphasized, "The defective drone was an older model that neither collected sensitive data nor carried any classified sonar or radar equipment."
Iranian media identified the craft as the Dive-LD, an autonomous undersea system built by U.S. defense contractor Anduril. DefenseScoop reported in 2024 that each one costs about $2.5 million. The episode spotlights how much the U.S. military is leaning on autonomous tools in the region. Earlier this summer, the startup Saronic deployed one of its unmanned boats to help save crew members after a helicopter went down in the Hormuz Strait, and those craft were subsequently employed to hit an Iranian submarine and ship facility.
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Three days after a renewed exchange of strikes between the U.S. and Iran in the Persian Gulf, the incident unfolded, rekindling direct hostilities even as the Trump administration recalibrates its approach to economically constrain Tehran. The U.S. said the targeting of three Iranian crude oil carriers was a response to the IRGC launching ballistic missiles at two Navy warships. For anyone tracking energy and defense, a balky undersea drone turning into a geopolitical headline is a reminder that risks can surface quickly and ripple into prices before most people catch the push alert.
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