Trump administration 对伊朗战争的讯号混乱,加剧了能源市场波动。Chris Wright 错误发文称美国海军已护送油轮穿越 Hormuz Strait,随后删文;Karoline Leavitt 承认并无此行动,但表示军方正在制定额外方案。Donald Trump 随后又发出互相矛盾的贴文,先称没有水雷报告,又要求伊朗移除任何可能布设的爆炸物,之后再宣称已摧毁 10 艘非活跃布雷艇。这些相互冲突的讯息使油价在两日内剧烈震荡。
Brent 原油在周一冲近每桶 120 美元(约每 159 公升 120 美元),到周二最低跌至每桶 81.16 美元(约每 159 公升 81.16 美元),此前一度因 Chris Wright 的贴文而暴跌近 20%,其后随更多资讯出现而收窄跌幅。其后,关于 International Energy Agency 可能提出史上最大规模战略储备释放的报导,又进一步压低价格。同时,Hormuz Strait 对几乎所有航运实质关闭,Saudi Arabia、Iraq、the United Arab Emirates 与 Kuwait 已削减产量,全球汽油与柴油价格上升,部分亚洲政府甚至限制燃料使用。
战争的军事与政治成本也在上升。美国官员表示打击正在升级,外交解决几乎无望;Pete Hegseth 称这是迄今最猛烈的一天攻击。伊朗持续以无人机与飞弹回击,并波及 Gulf 国家与 Turkey 周边空域。伤亡方面,官方数字显示已有逾 1,300 名伊朗人死亡;至少 7 名美军死亡,约 150 人受伤;Lebanon 另有 486 人死亡。危机也暴露美以在能源基础设施打击上的分歧,并加重美国中期选举前的汽油价格与战争风险。
Conflicting signals from the Trump administration about the Iran war intensified energy-market volatility. Chris Wright falsely posted that the US Navy had escorted an oil tanker through the Strait of Hormuz, then deleted the message; Karoline Leavitt admitted no such mission occurred but said the military was preparing additional options. Donald Trump then issued contradictory posts, first saying there were no reports of mines, then urging Iran to remove any explosives it may have placed, and later claiming 10 inactive mine-laying boats had been destroyed. The mixed messaging amplified two days of sharp oil swings.
Brent crude surged near $120 a barrel on Monday and fell as low as $81.16 a barrel on Tuesday, after initially plunging almost 20% on Wright’s post before trimming losses as more information emerged. Prices then fell again after a report that the International Energy Agency had proposed the largest reserve release in history. At the same time, the Strait of Hormuz remained effectively closed to almost all traffic, while Saudi Arabia, Iraq, the United Arab Emirates, and Kuwait cut output. Global gasoline and diesel prices rose, and some Asian governments restricted fuel use.
The war’s military and political costs also increased. US officials said operations were escalating and diplomacy was unlikely; Pete Hegseth described it as the most intense day of attacks so far. Iran continued firing drones and missiles, affecting Gulf states and airspace near Turkey. Casualties were significant: more than 1,300 Iranians had been killed, at least seven US servicemembers had died, around 150 had been injured, and Lebanon reported 486 deaths. The crisis also exposed US-Israeli tensions over strikes on energy infrastructure and increased election-year pressure from gasoline prices and war risks.