布伦特原油价格周四上涨超过6%，首次突破每桶100美元大关，创下五月以来的最高水平 [1]。这一涨幅反映出中东地缘政治紧张局势对全球能源市场的深远影响。
美国和以色列自2月28日起对伊朗实施军事行动 [1]，加剧了地区冲突。与此同时，胡塞武装在红海持续攻击油轮，威胁全球能源运输通道 [1]。美国国务卿马尔科·鲁比奥表示伊朗领导层"还没有准备好达成协议" [1]，暗示外交解决前景渺茫。
油价上升已传导至消费端。英国汽油价格自7月初以来上升5便士每升，达到约1.56英镑 [1]；柴油价格为1.72英镑每升 [1]。美国汽油价格突破每加仑4美元，高于一个月前的3.92美元 [1]。天然气价格同样承压，英国天然气基准价格约150便士每热量单位，远高于6月底的98便士 [1]。
能源成本上升进一步推高通胀。英国通胀率达2.6%（年同比至6月），美国为3.5% [1]。
Brent crude oil surged above $100 per barrel for the first time since May on Thursday, with prices climbing more than 6 percent [1]. The sharp increase reflects escalating tensions in the Middle East, where U.S. military operations against Iran began on February 28 [1], and Houthi militants have intensified attacks on oil tankers in the Red Sea, threatening global energy transport routes [1].
The price spike has cascaded through consumer markets worldwide. In the United Kingdom, petrol prices have risen 5 pence per liter since early July to approximately 1.56 pounds per liter, while diesel reached 1.72 pounds per liter [1]. Across the Atlantic, U.S. gasoline prices exceeded $4 per gallon, up from $3.92 a month earlier [1].
Natural gas has also felt the pressure. British gas prices near 150 pence per thermal unit, substantially higher than the 98 pence recorded at the end of June [1]. These energy cost increases are contributing to broader inflationary pressures, with the U.K. reporting inflation of 2.6 percent year-on-year through June and the United States at 3.5 percent [1].
Diplomatic efforts appear stalled. U.S. Secretary of State Marco Rubio stated that Iranian leadership is "not ready to reach an agreement" [1], signaling continued tension as geopolitical risks continue to drive commodity markets upward.