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I am skeptical the US used any MOPs or even B-2 bombers. One, of the images/videos I've seen, these attacks look like cruise missiles and the damage appears mostly superficial. Two, the US didn't even use B-2 bombers against the Houthis in the failed campaign against them. If I had to guess, the Trump admin even warned Iran when and where they were going to attack and basically begged them to not retaliate and to allow this to be a one-off attack.
This appears to be a made-for-tv theatrical performance to claim something was done and to hope that's the end of it. In my opinion, this is going to lead to Iran continuing their daily attacks against Israel and withdrawing from the NPT. I don't think they'll directly attack US assets in the area, but I do think they'll close the straight of Hormuz for any European or American traffic. And I also think the Houthis will resume their attacks against any European or American ships in the Red Sea.
Trump admin behavior during this ordeal has been profoundly unserious, counterproductive, and dumb. If this strike leads anywhere other than stopping here, I'm going to predict a major loss for Trump and the GOP in any upcoming elections. This move allows Democrats to pivot from defending criminal illegals being deported and other losing 80-20 issues to claiming the anti-war mantle (however silly that is given recent history) and it will work. Of the MAGA and Trump supporters I know, they are not happy and will simply refuse to show up and vote at all unless Trump manages to deliver something big.
I'm not sure what your point is there - why would the US have busted out B-2s against the Houthis?
they move them into the area for use and decided the risk profile was too high against the Houthis so instead they used almost entirely standoff munitions
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This is less devastating than people think because Iranian oil flows to China, Japan, India and elsewhere would continue and even Europe is less reliant on Gulf oil than it previous was (and the shortfall could be made up).
The real impact would only happen by closing off the strait (by mining it, probably), which would send the price skyrocketing and which would infuriate China.
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The skyrocketing price may infuriate China, but the Chinese won't do anything about it. More importantly, it will cause the price to skyrocket in the US, which give the Iranians leverage. Not much leverage, but the narrative could become that Trump made an unnecessary strike on Iran that he acted like was a one-off but that caused gas prices to soar and necessitated US naval intervention, escalating the war.
Things could get weird. The US (and North America as a whole) are net oil producers these days. Shutting off the gulf is such a large shock to the system you could see some pretty significant price divergence and shortages between regions as infrastructure limits could prevent fully arbitraging the difference. You could also see political impediments to price balancing as well (wouldn't put it past Trump to ban oil exports to keep US prices in check even if it's a huge blow to our allies) and most Canadian crude has to transit the US to reach the world markets. You could even see divergence in the US where West Coast is more exposed then East coast due to Jone's Act restrictions making it difficult to move oil around the Rockies.
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In addition to just Iranian oil, I think something like 80% of all traffic through the straight is to Asian markets. I doubt the Iranians will mine the straight because of the likelihood is will harm non-targeted traffic, but if their capability in the straight or their significant assets there (the port there controls the overwhelming vast majority of trade in and out of Iran) are targeted I could see them doing it anyway.
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