Crude oil jumps 4.39% to record Rs 10,571 as Brent tops USD 126 on Iran war fears Energy Watch
Oil & Gas

Crude oil jumps 4.39% to record Rs 10,571 as Brent tops USD 126 on Iran war fears

Crude oil surged to a record on Thursday as Brent crossed USD 126, with traders reacting to reports that Trump is weighing military options on Iran

EW Bureau

New Delhi: Crude oil prices climbed sharply on Thursday, rising by Rs 445 to a record Rs 10,571 per barrel in futures trade as global markets tracked a fresh spike in Brent and growing concern over escalation in West Asia. On the Multi Commodity Exchange, crude oil for May delivery rose by Rs 445, or 4.39 percent, to touch an all-time high of Rs 10,571 per barrel. The contract extended its gains for a fourth straight session.

Analysts said the rise was driven by reports that US President Donald Trump is considering military options against Iran, stoking fears of a wider conflict in the region.

According to the reports, the briefing suggested Trump was weighing major combat operations either to break the deadlock in negotiations or to deliver a final blow before the war ends.

Brent rises 3.89% to USD 126.41

In overseas trade, Brent oil futures for the June contract advanced for the ninth straight session, gaining USD 4.73, or 3.89 percent, to hit an intra-day high of USD 126.41 per barrel. That was the highest level seen since March 8, 2022.

West Texas Intermediate (WTI) for the same contract also moved higher, climbing by USD 4.05, or 3.79 percent, to an intra-day high of USD 110.93 a barrel in New York.

Stalled talks and OPEC exit add support

Market experts said the rally was also supported by stalled ceasefire talks between the US and Iran, along with the surprise exit of the United Arab Emirates from the Organisation of the Petroleum Exporting Countries (OPEC).

Earlier, Trump had rejected Tehran’s latest proposal to reopen the Strait of Hormuz, indicating that the naval blockade would remain in place until a nuclear agreement is reached.

Follow Energy Watch on LinkedIN

Kotak Securities said in a note that escalating US pressure on Iran, including the possible extension of a naval blockade and stricter enforcement action on tanker movements, has heightened concerns over constrained flows through the Strait of Hormuz.

The brokerage added that a sharp draw of 6.2 million barrels in US crude inventories, along with declines in refined product stocks, also lent support to prices by pointing to resilient demand.

UAE is leaving OPEC oil cartel. What could that mean for oil prices?

Adani Green targets 10,000–15,000 GWh annual battery capacity addition, ramps up storage push

Jet fuel shortages risk looms in Asia, Europe; high costs begin to push up airfares, says IATA chief

Govt moves to allow E85, E100 fuels, expand flex-fuel vehicle norms across segments

OMCs face negative petrol & diesel margins as West Asia disruption pushes up costs: ICRA