The USS Theodore Roosevelt and the USS Ronald Reagan have just completed Operation Brimstone (as in Fire &). They will join the USS Abraham Lincoln in the Gulf. There are reports of the USS Enterprise going to the same place from Japan.
This is speculation, but one scenario makes sense to me. Iran is coming to a head and the move will come after the election. These ships are part of the move. Russia knows what’s going on and seized the Georgia land bridge between Middle Eastern oil and the West ahead of the move.
Our strategic goal is to blockade Iran and impose magical regime change by cutting off the gasoline (won’t work unless a dictator is to be installed). Russia could have a goal as well. Closing the Strait of Hormuz would isolate the West from the oil its current form needs to survive.
Iran, with its speedboats, could shut down the Strait for a short period of time. Backed up by the Russians, Iran could shut it down for a longer time. Putin is still furious about Afghanistan.