This is all about Hormuz, isn't it? Even though the attack itself was in Basra, Iraq, the intention seems to be to terrify any companies thinking of sailing through the Persian Gulf.

I wonder how many more caches of drones Iran has lying around. Days? Weeks? Years?

There's also the question of how to resupply any anti-drone systems in the area - maybe we'll see convoys carrying interceptors crossing the Arabian desert.

Not so much 'terrify' as a hint to the insurance adjusters who set prices and therefore control the flow.

'Nope'

They'll signal something else later and things will open up.