Oil surges 6%, Brent and US crude both surpass $100 on more tanker attacks

Oil prices jumped more than 6 percent in New York on Thursday as attacks on shipping intensified and traders worried about tighter supplies. Brent crude settled at $107.63 a barrel and West Texas Intermediate at $102.48, both their highest since May 19. Iran-aligned Houthis seized control of Yemen’s port of Mocha, while attacks near the Strait of Hormuz and on Saudi energy facilities raised wider market risks. U.S. crude inventories also fell last week, while OPEC cut its 2026 oil demand growth forecast again.

Brent crude futures settled up $6.42, or 6.34 percent, at $107.63 a barrel.

West Texas Intermediate crude futures rose $6.43, or 6.69 percent, to $102.48 a barrel.

U.S. crude topped $100 a barrel for the first time since May, and both benchmarks recorded their steepest increases in nearly two months.

U.S. crude oil inventories fell by 391,000 barrels to 424.1 million barrels last week, while analysts had expected a 1.55-million-barrel draw.

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

Published Sep 11, 2026 1:25 am KST

Updated Sep 11, 2026 4:30 am KST

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

NEW YORK — Oil prices jumped more than 6 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 among traders about further disruptions to already tight supplies.

Brent crude futures settled up $6.42, or 6.34 percent, at $107.63 a barrel. U.S. oil topped $100 a barrel for the first time since May as West Texas Intermediate crude futures rose $6.43, or 6.69 percent, to $102.48.

Both benchmarks hit their highest since May 19 and recorded their steepest increases in nearly two months.

Iran-aligned Houthis seized control of Yemen's port of Mocha on Thursday, posing a 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, he said.

Iran attacks ships near Strait

U.S. President Donald Trump warned 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 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 rally's durability 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.

U.S. crude oil inventories fell by 391,000 barrels to 424.1 million barrels last week as refining activity continued to show strength, the Energy Information Administration said. Analysts had expected a 1.55-million-barrel draw.

OPEC lowered its forecast on Thursday 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，纽约原油价格飙升逾6%，原因是针对航运的袭击事件加剧，交易员担忧供应趋紧。布伦特原油结算价为每桶107.63美元，西德克萨斯中质原油结算价为每桶102.48美元，均为5月19日以来的最高水平。伊朗支持的胡塞武装控制了也门摩卡港，而霍尔木兹海峡附近以及沙特能源设施遭受的袭击加剧了市场风险。上周美国原油库存也有所下降，而欧佩克再次下调了2026年石油需求增长预期。

布伦特原油期货结算价上涨 6.42 美元，涨幅 6.34%，至每桶 107.63 美元。

西德克萨斯中质原油期货价格上涨 6.43 美元，涨幅 6.69%，至每桶 102.48 美元。

美国原油价格自 5 月以来首次突破每桶 100 美元，两大基准油价均创下近两个月来最大涨幅。

上周美国原油库存减少39.1万桶，至4.241亿桶，而分析师此前预计库存将减少155万桶。

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

发布于2026年9月11日凌晨1点25分（韩国标准时间）

更新于2026年9月11日凌晨4:30（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，油价上涨超过 6%，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，加剧了交易员对本已紧张的供应进一步中断的担忧。

布伦特原油期货结算价上涨6.42美元，涨幅6.34%，至每桶107.63美元。美国原油价格自5月以来首次突破每桶100美元大关，西德克萨斯中质原油期货上涨6.43美元，涨幅6.69%，至每桶102.48美元。

两项基准指数均创下自 5 月 19 日以来的最高水平，并录得近两个月来的最大涨幅。

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。他指出，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。

伊朗袭击海峡附近船只

美国总统唐纳德·特朗普警告称，美国可能会袭击伊朗的皮卡兹山，该山位于伊朗严重受损的纳坦兹铀浓缩设施附近。他还表示，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，如果遭到进一步袭击，将升级反击措施。

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，这波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。

美国能源信息署表示，由于炼油活动持续强劲，上周美国原油库存减少39.1万桶，至4.241亿桶。分析师此前预期库存将减少155万桶。

欧佩克周四发布的月度报告显示，该组织将2026年全球石油需求增长预期下调至每日38万桶，这是连续第五次下调预期。

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。