布伦特原油周四上涨3.8%至104美元/桶1。此次涨势反映了全球能源市场面临的双重压力：中东地缘政治局势恶化和美国飓风威胁迫近。白宫已要求五角大楼在美国中期选举前制定对伊朗的军事打击方案1。美国-以色列对伊朗的战争已进行8个月，霍尔木兹海峡油轮攻击频率达到战争最高水平1。周三，一艘油轮在卡塔尔北部海岸被多枚炮弹击中，造成伤亡1。
飓风艾萨亚斯作为大西洋赛季首场飓风，预计周五或周六登陆，已促使壳牌和雪佛龙关闭墨西哥湾产能1。油价上涨引发全球金融市场连锁反应。国债收益率普遍上升，法国10年期国债收益率上升6个基点至4.931%，德国上升2个基点至3.504%，美国上升5个基点至5.331%1。股市同步走低，日经指数下跌1.4%，韩国Kospi下跌2.6%，欧洲Stoxx 600指数下跌1%，英国FTSE 100下跌0.6%1。
International crude oil prices climbed sharply on Thursday, with Brent crude rising 3.8 percent to $104 per barrel, driven by escalating geopolitical risks in the Middle East and mounting concern over hurricane damage to U.S. energy infrastructure 1. The price surge triggered a broader selloff across global bond and equity markets.
Tensions in the Persian Gulf have intensified significantly. The White House has directed the Pentagon to develop military strike plans against Iran ahead of the U.S. midterm elections 1. An ongoing U.S.-Israeli military engagement with Iran has lasted eight months 1, while attacks on tankers in the Strait of Hormuz have reached the highest levels since the conflict began 1. Most recently, a tanker was struck by multiple shells off Qatar's northern coast on Wednesday, resulting in casualties 1.
On the hurricane front, Hurricane Isaias—the first major storm of the Atlantic season—is expected to make landfall Friday or Saturday 1. In response to the threat, Shell and Chevron have shut down production capacity in the Gulf of Mexico 1.
The market turmoil extended globally. U.S. Treasury yields climbed, with the 10-year note rising 5 basis points to 5.331 percent, while French 10-year yields jumped 6 basis points to 4.931 percent and German yields increased 2 basis points to 3.504 percent 1. Equities suffered steep declines across major indices, including the Nikkei falling 1.4 percent, South Korea's Kospi dropping 2.6 percent, Europe's Stoxx 600 index declining 1 percent, and the UK's FTSE 100 slipping 0.6 percent 1.
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