也门胡塞武装对沙特阿拉伯发动无人机攻击，导致该国关键的东西向输油管道被迫关闭12。这条管道是绕过霍尔木兹海峡的重要石油运输通道2。受此影响，布伦特原油价格周一攀升至108美元/桶，随后回落至107.7美元，日涨幅达3%1。英国天然气基准价格也随之上升5%至208.73便士/瑞姆，创下2022年12月以来的新高1。
管道关闭加剧了全球能源供应担忧。沙特8月原油产量已降至1990年以来的最低水平1。与此同时，胡塞武装还控制了巴布曼德海峡战略性的彼得岛，进一步扩大了其在该海峡的控制范围1。特朗普表示伊朗可能对此次攻击负责2。能源价格飙升引发市场担忧，全球通胀压力加剧，央行面临利率决策压力1。
Drone attacks have forced Saudi Arabia to shut down its East-West pipeline, triggering a sharp increase in global energy prices. Brent crude oil jumped to $108 per barrel on Monday before settling at $107.70, marking a daily gain of 3 percent 1. The East-West pipeline represents a critical route that bypasses the Strait of Hormuz 2, through which approximately one-fifth of global oil and gas supplies pass 1.
Yemen's Houthi movement, aligned with Iran, has intensified pressure on regional energy infrastructure while simultaneously gaining control of Peatra Island in the Bab el-Mandeb Strait, expanding its influence over this strategic waterway 1. The pipeline closure compounds existing supply concerns, as Saudi Arabia's August crude production reached its lowest level since 1990 1. The disruption has extended beyond oil markets, with UK natural gas benchmark prices climbing 5 percent to 208.73 pence per therm, the highest level since December 2022 1. Trump has suggested Iran may bear responsibility for the attacks 2, while tensions in the Middle East continue to threaten regional oil and gas supplies 1.
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