伊朗局势紧张推高国际油价，全球主要石油公司第二季度业绩大幅增长。[1]BP第二季度利润达39亿美元，实现翻倍增长。[1]沙特阿美净利润同比增长44%至326.9亿美元。[1]美国埃克森美孚第二季度利润翻倍至145亿美元，收入增长42%达1160亿美元；雪佛龙利润接近翻四倍至120亿美元，收入增长56%超700亿美元。[1]此外，欧洲六大石油公司一季度合计利润达220亿美元，同比增幅超过40%。[1]
尽管美国原油价格从7月底的约92美元/桶下跌至75.98美元/桶，但仍比冲突开始时高13%以上。[1]全球约20%的石油通过霍尔木兹海峡流通。[1]
面对石油公司的高额利润，美国前总统特朗普提出批评，称"他们赚了太多钱，太多了。他们应该把一些还给公众，他们最好降低零售价"。[1]与此同时，美国财政部长贝森特表示美国和伊朗"可能今天或明天达成协议开放霍尔木兹海峡"。[1]
Major oil producers across Europe, the Middle East, and the United States reported significantly elevated second-quarter earnings, driven by rising crude prices stemming from conflict in Iran [1]. BP's profits doubled to $3.9 billion, while Saudi Aramco achieved net income of $32.69 billion, representing a 44% year-over-year increase [1]. American firms also saw dramatic gains, with ExxonMobil's profits doubling to $14.5 billion on revenues of $116 billion—up 42% from the prior year—and Chevron's earnings climbing to nearly four times their previous level at $12 billion on revenues exceeding $70 billion, a 56% jump [1].
The surge in profitability reflects tightened global oil supplies, with approximately 20% of the world's petroleum flowing through the Strait of Hormuz, a critical chokepoint affected by regional instability [1]. Though U.S. crude prices have declined from around $92 per barrel in late July to $75.98 per barrel, they remain more than 13% higher than levels before the conflict escalated [1]. The elevated costs have drawn criticism from political leadership; former President Trump stated that oil companies "have made too much money, way too much" and called on them to "give some of it back to the public" by lowering retail prices [1]. Treasury Secretary Bessent suggested potential diplomatic progress, indicating that the United States and Iran "might reach a deal today or tomorrow to open the Strait of Hormuz" [1].