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HOME > MARKETS > COMMODITIES > CRUDE > 2026-05-12
USOILCrude Oil (WTI)
100.49
+2.47%
DATE: 2026-05-12MATERIAL CHANGE
Past
What happened
WTI surged 2.5% to $100.49 after Trump declared the Iran ceasefire 'on life support' and rejected Tehran's counter-proposal, raising fears of renewed Strait of Hormuz disruption.
Why
Why it matters
Triple-digit oil is now the base case while Hormuz risk persists — even partial disruption to the strait's 21M bpd throughput would create a supply shock that no SPR release can offset.
Watch
What to watch
EIA inventories Wednesday 17:30 TRT and any Hormuz shipping lane updates — draw above 3M barrels confirms demand resilience; tanker diversion news sends Brent toward $110.
HEADLINES
2026-05-11ARCHIVEnewer →