تفاصيل الخبر
أبدى الرئيس الأمريكي دونالد ترامب عدم رضاه عن ضرب إسرائيل لمستودعات الوقود الإيرانية، مما أدى إلى ارتفاع حاد في أسعار النفط وتوتر العلاقات مع إسرائيل. جاء الهجوم دون موافقة أمريكية مسبقة، ما أدى إلى ارتفاع أسعار النفط الخام (WTI) بنحو 15 دولارًا إلى 108 دولارات للبرميل. أشار مستشارون لترامب إلى أن الهجوم قد يرفع أسعار الوقود العالمية، متعارضًا مع أهداف الإدارة الأمريكية في خفض تكاليف الطاقة. أبدت مصادر أمريكية رفيعة أن "الهجوم كان فكرة سيئة". تثير ردود الفعل السوقية مخاوف بشأن المخاطر الجيوسياسية في سوق الطاقة، مع تذبذب أسعار النفط بسبب مخاوف من تصعيد في الشرق الأوسط. يثير نقص التنسيق بين واشنطن وتل أبيب مخاوف بشأن الأخطاء المحتملة التي قد تهدد استقرار مضيق هرمز، وهو عنق زجاجة حيوي للنفط. بالنسبة للمستثمرين في الخليج، فإن تأثير الصراع على أسعار النفط والاستقرار الإقليمي هو قلق رئيسي. تلمح الإدارة الأمريكية إلى اتخاذ إجراءات مثل الإفراج عن مخزونات النفط أو حظر التصدير، لكنها لم تُنفذ بعد. يجب على المستثمرين مراقبة التصريحات من كلا البلدين، والتحركات العسكرية في الخليج، وردود فعل أوبك+ على أي اضطرابات في المعروض. قد يؤثر الوضع أيضًا على ديناميكيات الانتخابات الأمريكية، حيث تصبح تكاليف الطاقة قضية سياسية رئيسية.
U.S. President Donald Trump has expressed dissatisfaction with Israel's recent strikes on 30 Iranian fuel depots, which caused a sharp spike in oil prices and strained U.S.-Israel coordination. The attack, which occurred without prior U.S. approval, led to a $15 surge in WTI crude to $108 per barrel. Trump advisors criticized the move for potentially driving up global gas prices, contradicting the administration's stated goal of lowering energy costs. U.S. officials described the operation as exceeding expectations, with one senior official stating, 'We don't think it was a good idea.'
The market reaction highlights the geopolitical risks to energy markets, with oil prices remaining volatile amid fears of further escalation in the Middle East. The lack of coordination between Washington and Tel Aviv raises concerns about miscalculations that could destabilize the Strait of Hormuz, a critical oil chokepoint. For traders, the situation underscores the fragility of U.S.-Israel alignment in the region and the potential for policy missteps to disrupt energy markets.
For Gulf and MENA investors, the conflict's impact on oil prices and regional stability is a major concern. The U.S. has hinted at measures like SPR releases or export bans to counter rising prices, but these remain unimplemented. Investors should monitor statements from both administrations, military movements in the Gulf, and OPEC+ responses to potential supply disruptions. The situation could also influence U.S. election dynamics, with energy costs becoming a key political issue.
Axios reports that Trump is unhappy that Israel bombed 30 Iranian fuel depots on Saturday.From the report:Israel's strikes on 30 Iranian fuel depots Saturday went far beyond what the U.S. expected when Israel notified it in advance, sparking the first significant disagreement between the allies since the war began eight days ago, according to a U.S. official, Israeli official and a source with knowledge.Trump's anger is sure to rise with WTI jumping $15 at the open today to $108 (and as high as $111)."The president doesn't like the attack on the oil facilities. He wants to save the oil. He doesn't want to burn it. And it reminds people of higher gas prices," a Trump adviser told Axios.The Trump administration has repeatedly floated plans to lower oil and gasoline prices. There have been rumors of releases from the SPR and a ban on US oil exports but we haven't seen that yet. I wouldn't rule out anything as this spike in oil prices is destined to be a major problem for the US and even moreso for its allies that don't have significant oil production or reserves.More from the report:“•"We don't think it was a good idea," a senior U.S. official said. •An Israeli official said the U.S. message to Israel was "WTF". “This is a strange war in that it's both the US and Israel attacking but there doesn't appear to be close co-ordination. One of the early headlines for the war came from US Secretary of State Marco Rubio“We knew that there was going to be an Israeli action, we knew that that would precipitate an attack against American forces, and we knew that if we didn’t preemptively go after them before they launched those attacks, we would suffer higher casualties.” He has tried to walk that back since but this attack also speaks to a rift. On the weekend, Netenhayu said there were further 'surprises' and escalation coming for Iran. The market is looking at all this and struggling to see a path to any near-term de-escalation that will open the Strait of Hormuz. This article was written by Adam Button at investinglive.com.
