Oil hits 5-month high as Houthi attacks stoke supply fears

Oil prices climbed about 2 percent to a five-month high in New York on Thursday after Houthi attacks in Saudi Arabia raised concerns about further energy-supply disruptions. Brent futures rose to $111.24 a barrel, while U.S. West Texas Intermediate crude reached $98.29. Saudi Aramco told staff to evacuate its Dhahran headquarters as fighting intensified. Analysts said attacks on ships and oil infrastructure were offsetting higher Middle East exports.

Brent futures rose $2.42, or 2.2 percent, to $111.24 a barrel at 10:45 a.m. EDT, while WTI gained $1.14, or 1.2 percent, to $98.29.

Brent was in technically overbought territory for the third time in a week and was set for its highest close since May 18.

Morgan Stanley analysts estimated Middle East crude exports at around 17 million barrels per day last week, compared with a pre-Iran-war average of about 18 million bpd, according to Kpler.

Valero Energy posted its highest-ever quarterly profit as Middle East conflict disruptions lifted refining margins during the third quarter.

A pipeline valve carrying oil from Libya’s Hamada and Tahara fields to Zawiya port was shut, reducing production at both fields, the National Oil Corporation chief told Reuters.

Published Oct 23, 2026 12:34 am KST

Oil products tanker Sino Source from Argentina, left, is moored at the berth of St. Petersburg Oil Terminal, in the Port of St. Petersburg, Russia, Thursday. EPA-Yonhap

NEW YORK — Oil prices climbed about 2 percent to a five-month high on Thursday after Houthi attacks in Saudi Arabia stoked concerns of further disruption to energy supplies from the key exporting region.

Brent futures rose $2.42, or 2.2 percent, to $111.24 a barrel at 10:45 a.m. EDT (1445 GMT), while U.S. West Texas Intermediate (WTI) crude rose $1.14, or 1.2 percent, to $98.29.

That drove Brent into technically overbought territory for a third time in a week and set for its highest close since May 18.

Saudi Aramco has told staff to evacuate its headquarters in Dhahran on the Gulf near Bahrain, Reuters reported, as fighting between the world's largest crude exporter and Yemen's Houthis intensifies.

Clashes between the Houthis and a Saudi-led coalition that backs Yemen's internationally recognised government have raged since the Iran-aligned group pushed towards Bab el-Mandeb, a shipping chokepoint at the Red Sea's mouth.

"Reports of Middle East crude oil exports exceeding pre-conflict levels are more than countered by attacks on ships in the Strait of Hormuz and the Houthi strikes on Saudi Arabia and on its oil infrastructure," PVM Oil analyst Tamas Varga said.

"No de-escalation is anticipated until the U.S. midterm elections, which should keep oil prices elevated."

Morgan Stanley analysts estimated that Middle East crude oil exports were around 17 million barrels per day last week. Crude exports from the region averaged about 18 million bpd in the 12 months before the start of the Iran war, according to Kpler.

In the US, refiner Valero Energy posted its highest-ever quarterly profit, beating Wall Street expectations, as disruptions caused by the Middle East conflict sent refining margins soaring during the third quarter.

Russia pounded Kyiv with ballistic missiles and Ukraine sent hundreds of drones towards Moscow overnight as the two sides kept up a barrage despite the latest U.S. push to end the war.

Russia said on Wednesday it was ready to resume US-mediated talks with Ukraine next month, after President Vladimir Putin hosted U.S. envoy Steve Witkoff for talks in St Petersburg.

Ukrainian President Volodymyr Zelenskiy said he hoped negotiations, which would be the first since February, would take place early in November.

Russia was the world's third-biggest crude oil producer behind the U.S. and Saudi Arabia in 2025, U.S. energy data showed. Sanctions designed to keep Russian energy out of global markets after Moscow's invasion of Ukraine have helped support oil prices.

Any deal to end the war which began with Russia's invasion of Ukraine in February 2022 could allow Russia to export more.

Senior Russian political and energy officials urged the European Union on Thursday to reconsider its plans to ban imports of Russian LNG, arguing the bloc's low storage levels had put Europe in a precarious position.

The European Parliament, meanwhile, approved a three-year delay to EU methane emissions rules for oil and gas imports, after pressure from governments including France and the US.

In Libya, an oil pipeline valve from the Hamada and Tahara oilfields to Zawiya port has been shut, leading to a reduction in production at both fields, the head of the National Oil Corporation told Reuters on Thursday.

周四，纽约原油价格上涨约2%，触及五个月高位，此前沙特阿拉伯胡塞武装发动袭击，引发人们对能源供应进一步中断的担忧。布伦特原油期货价格升至每桶111.24美元，美国西德克萨斯中质原油期货价格升至每桶98.29美元。随着战斗升级，沙特阿美公司已通知员工撤离其位于达兰的总部。分析人士表示，针对船只和石油基础设施的袭击抵消了中东地区石油出口增长带来的利好。

美国东部时间上午 10:45，布伦特原油期货上涨 2.42 美元，涨幅 2.2%，至每桶 111.24 美元；WTI 原油期货上涨 1.14 美元，涨幅 1.2%，至每桶 98.29 美元。

布伦特原油一周内第三次进入技术性超买区域，有望创下自 5 月 18 日以来的最高收盘价。

据 Kpler 报道，摩根士丹利分析师估计，上周中东原油出口量约为每天 1700 万桶，而伊朗战争前的平均出口量约为每天 1800 万桶。

由于中东冲突导致炼油利润率在第三季度上升，瓦莱罗能源公司公布了有史以来最高的季度利润。

利比亚国家石油公司总裁告诉路透社，一条将利比亚哈马达和塔哈拉油田的石油输送到扎维耶港的管道阀门关闭，导致这两个油田的产量下降。

发布于2026年10月23日凌晨12:34（韩国标准时间）

周四，来自阿根廷的成品油轮“中源号”（左）停泊在俄罗斯圣彼得堡港的圣彼得堡石油码头泊位。图片来源：EPA-Yonhap

纽约——周四，沙特阿拉伯胡塞武装发动袭击，引发人们对该主要出口地区能源供应进一步中断的担忧，油价上涨约 2%，达到五个月来的最高水平。

美国东部时间上午 10:45（格林尼治标准时间 14:45），布伦特原油期货上涨 2.42 美元，涨幅 2.2%，至每桶 111.24 美元；美国西德克萨斯中质原油 (WTI) 期货上涨 1.14 美元，涨幅 1.2%，至每桶 98.29 美元。

这使得布伦特原油价格在一周内第三次进入技术性超买区域，并有望创下自 5 月 18 日以来的最高收盘价。

据路透社报道，随着全球最大的原油出口国沙特与也门胡塞武装之间的战斗愈演愈烈，沙特阿美公司已通知员工撤离其位于巴林附近海湾城市达兰的总部。

自伊朗支持的胡塞武装向红海入口处的航运咽喉要道曼德海峡推进以来，胡塞武装与支持也门国际公认政府的沙特领导的联军之间的冲突就一直持续不断。

PVM石油分析师塔马斯·瓦尔加表示：“有关中东原油出口量超过冲突前水平的报道，与霍尔木兹海峡船只遇袭以及胡塞武装对沙特阿拉伯及其石油基础设施的袭击形成了鲜明对比。”

“预计在美国中期选举之前，局势不会缓和，这将使油价继续高企。”

摩根士丹利分析师估计，上周中东原油出口量约为每日1700万桶。据Kpler的数据，在伊朗战争爆发前的12个月里，该地区原油出口量平均约为每日1800万桶。

在美国，炼油商瓦莱罗能源公司公布了有史以来最高的季度利润，超出华尔街预期，原因是受中东冲突造成的干扰，第三季度炼油利润率飙升。

尽管美国最近努力结束战争，但俄罗斯仍用弹道导弹猛烈轰炸基辅，乌克兰则连夜向莫斯科派出数百架无人机，双方持续进行导弹袭击。

俄罗斯周三表示，在总统弗拉基米尔·普京在圣彼得堡接待美国特使史蒂夫·威特科夫进行会谈后，俄罗斯准备下个月恢复由美国斡旋的与乌克兰的谈判。

乌克兰总统泽连斯基表示，他希望自2月份以来的首次谈判能在11月初举行。

美国能源数据显示，到2025年，俄罗斯将成为仅次于美国和沙特阿拉伯的世界第三大原油生产国。莫斯科入侵乌克兰后，旨在阻止俄罗斯能源进入全球市场的制裁措施，在一定程度上支撑了油价。

任何结束这场始于 2022 年 2 月俄罗斯入侵乌克兰的战争的协议，都可能使俄罗斯能够出口更多商品。

周四，俄罗斯高级政治和能源官员敦促欧盟重新考虑禁止进口俄罗斯液化天然气的计划，他们认为欧盟较低的库存水平使欧洲处于岌岌可危的境地。

与此同时，在包括法国和美国在内的各国政府的压力下，欧洲议会批准将欧盟石油和天然气进口甲烷排放规则推迟三年实施。

利比亚国家石油公司负责人周四告诉路透社，从哈马达和塔哈拉油田到扎维耶港的输油管道阀门已被关闭，导致这两个油田的产量下降。