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Brent Rises After Reported U.S. Strikes on Iran

Market fears of supply disruption through the Strait of Hormuz pushed Brent about 8.5% above last week’s low.

Overview

  • Brent crude climbed about 2.6% to $76.09 a barrel in early trading on Wednesday after reports of U.S. strikes on targets in Iran.
  • The move left Brent roughly 8.5% higher than last week’s interim low after the price had fallen to about $70 in early July.
  • Earlier in the week, attacks on tankers in the Strait of Hormuz had already pushed Brent up about 3%, prompting immediate market concern.
  • Traders say the Strait of Hormuz is a key choke point for global oil flows, so attacks there or state-on-state escalation raise the premium buyers pay for secure supply.
  • Policy shifts and actions tied to the strikes, including renewed U.S. oil sanctions and the reversal of a prior exemption, could tighten flows and are the main things to watch next for further price moves.