Oil surges 5%, Brent and US crude both over $100 on more tanker attacks

Oil prices jumped 5 percent in New York on Thursday, with Brent crude and U.S. crude both trading above $100 a barrel as tanker attacks in the region intensified. The rally came amid fears of further disruptions to tight supplies, renewed fighting tied to the Iran war, and warnings over Red Sea and Strait of Hormuz shipping. Analysts said the durability of the surge may depend on Chinese crude demand and OPEC cut its 2026 oil demand growth forecast. Iran and the U.S. also traded attacks on tankers and facilities, deepening market risk.

Brent crude futures rose $5.39, or 5.33 percent, to $106.60 a barrel at 11:49 a.m. ET.

West Texas Intermediate crude rose $5.16, or 5.37 percent, to $101.21, its first move above $100 since May.

Iran-aligned Houthis seized control of Yemen’s port of Mocha on Thursday, adding to worries about Red Sea shipping.

OPEC lowered its forecast for world oil demand growth in 2026 to 380,000 barrels per day, its fifth straight downward revision.

A Reuters survey found OPEC oil output fell by 640,000 bpd in August as Saudi exports faced new disruptions and Iran shipments were cut by a U.S. blockade.

Published Sep 11, 2026 1:25 am KST

The sprawling BP refinery is shown on Sept. 8 in Whiting, Indiana. Getty Images via AFP-Yonhap

NEW YORK — Oil prices jumped 5 percent on Thursday, with both major benchmarks trading at over $100 a barrel as the biggest spike in attacks on shipping since the Iran war began fed worries about further disruptions to already tight supplies.

Brent crude futures were up $5.39, or 5.33 percent, at $106.60 a barrel by 11:49 a.m. ET (1549 GMT). U.S. oil topped $100 a barrel for the first time since May as West Texas Intermediate crude futures rose $5.16, or 5.37 percent, to $101.21.

Brent prices have surged by more than 30 percent from lows touched in early August as a permanent agreement between the U.S. and Iran to cease attacks never materialized and fighting resumed.

Iran-aligned Houthis seized control of Yemen's port of Mocha on Thursday, posing further threat to Red Sea traffic, while Gulf traffic remains restricted through the Strait of Hormuz as tanker attacks in the region have intensified in recent days.

Attacks from Yemen on Saudi energy facilities introduce a fresh source of market risk, expanding concerns beyond Iran and the Strait of Hormuz, said Simon-Peter Massabni, head of business development at XS.com. The threat is no longer confined to a single choke point, but now includes the potential for disruptions to ripple across regional export routes, oil production sites and other energy infrastructure.

U.S. President Donald Trump warned that the U.S. may hit Iran's Pickaxe Mountain, located near its heavily damaged Natanz uranium enrichment facility, and said the war would likely last beyond the November midterm elections.

Iran said it had attacked 10 ships near the Strait of Hormuz on Wednesday, after the U.S. hit five Iranian oil tankers. Iran's Islamic Revolutionary Guard Corps said it would escalate its response to any further attacks.

"With prospects for a definitive resolution to the Iran conflict dimmed and Brent crude prices recently topping $100 for the first time since July, crude oil markets are now settling into a prolonged new normal where disruption risk is persistent, not episodic," a new analysis by S&P Global Energy showed.

Analysts said the durability of the rally will hinge on China, the world's largest crude importer.

China has stepped up purchases in recent weeks after months of subdued demand, boosting physical crude markets, ING analysts said in a note.

If Chinese buying continues to recover, it could amplify the impact of any supply disruptions and drive prices higher, while a pullback in imports could temper market gains, ING said.

"For months the bearish case rested on soft Chinese demand," said David Jorbenaze, global oil market lead at commodities information provider ICIS.

OPEC on Thursday lowered its forecast for world oil demand growth in 2026 to 380,000 barrels per day, a copy of its monthly report showed, marking the fifth straight downward revision.

OPEC oil output fell by 640,000 bpd in August, a Reuters survey found, as Saudi exports faced new disruptions due to the war in Iran and a U.S. blockade cut Iran's shipments.

周四，纽约原油价格上涨5%，布伦特原油和美国原油均突破每桶100美元，原因是该地区油轮袭击事件加剧。此次上涨源于市场对供应紧张局面进一步恶化、与伊朗战争相关的冲突再度升级以及红海和霍尔木兹海峡航运安全警告的担忧。分析人士表示，油价上涨的持续性可能取决于中国原油需求，而欧佩克下调了2026年石油需求增长预期。伊朗和美国也互相袭击油轮和设施，加剧了市场风险。

美国东部时间上午 11:49，布伦特原油期货价格上涨 5.39 美元，涨幅 5.33%，至每桶 106.60 美元。

西德克萨斯中质原油价格上涨 5.16 美元，涨幅 5.37%，至每桶 101.21 美元，这是自 5 月以来首次突破每桶 100 美元大关。

周四，伊朗支持的胡塞武装控制了也门摩卡港，加剧了人们对红海航运的担忧。

欧佩克将2026年全球石油需求增长预期下调至每日38万桶，这是欧佩克连续第五次下调该预期。

路透社的一项调查发现，由于沙特阿拉伯的出口面临新的中断，以及美国封锁导致伊朗的石油出口减少，欧佩克8月份的石油产量下降了64万桶/日。

发布于2026年9月11日凌晨1点25分（韩国标准时间）

9月8日，位于印第安纳州怀廷市的BP炼油厂庞大的规模映入眼帘。（图片来源：Getty Images via AFP-Yonhap）

纽约——周四，油价上涨5%，两大基准原油价格均超过每桶100美元，原因是自伊朗战争开始以来针对航运的袭击事件出现最大幅度激增，加剧了人们对本已紧张的石油供应将进一步中断的担忧。

截至美国东部时间上午11:49（格林尼治标准时间15:49），布伦特原油期货价格上涨5.39美元，涨幅5.33%，至每桶106.60美元。美国原油价格自5月以来首次突破每桶100美元大关，其中西德克萨斯中质原油期货价格上涨5.16美元，涨幅5.37%，至每桶101.21美元。

由于美国和伊朗之间停止袭击的永久协议始终未能达成，战斗再次爆发，布伦特原油价格已从 8 月初的低点飙升超过 30%。

周四，伊朗支持的胡塞武装控制了也门摩卡港，对红海航运构成进一步威胁；与此同时，由于该地区油轮袭击事件近日加剧，海湾地区的航运仍然受到霍尔木兹海峡的限制。

XS.com业务发展主管西蒙-彼得·马萨布尼表示，也门对沙特能源设施的袭击引入了新的市场风险，并将担忧范围扩大到伊朗和霍尔木兹海峡以外。威胁不再局限于单一的咽喉要道，而是可能波及整个区域出口航线、石油生产基地和其他能源基础设施。

美国总统唐纳德·特朗普警告说，美国可能会袭击伊朗的皮克克斯山，该山位于伊朗严重受损的纳坦兹铀浓缩设施附近，并表示战争可能会持续到11月中期选举之后。

伊朗称，周三在霍尔木兹海峡附近袭击了10艘船只，此前美国击沉了5艘伊朗油轮。伊朗伊斯兰革命卫队表示，如果发生任何进一步的袭击，将升级回应。

标普全球能源的一项新分析显示：“随着伊朗冲突最终解决的前景黯淡，布伦特原油价格自 7 月以来首次突破 100 美元，原油市场目前正在进入一种长期的新常态，这种新常态下的中断风险是持续性的，而不是偶发性的。”

分析人士表示，这轮涨势能否持续将取决于中国，中国是世界上最大的原油进口国。

ING分析师在一份报告中表示，在经历了数月的低迷需求后，中国近几周加大了采购力度，提振了现货原油市场。

荷兰国际集团表示，如果中国采购持续复苏，可能会放大任何供应中断的影响并推高价格，而进口回落可能会抑制市场涨幅。

“几个月来，看跌的理由一直基于中国需求疲软，”大宗商品信息提供商ICIS的全球石油市场负责人David Jorbenaze表示。

欧佩克周四下调了2026年全球石油需求增长预期至每日38万桶，其月度报告副本显示，这是连续第五次下调该预期。

路透社的一项调查发现，由于伊朗战争导致沙特阿拉伯的石油出口面临新的中断，以及美国封锁削减了伊朗的石油运输，欧佩克8月份的石油产量下降了64万桶/日。