#美拦截伊朗对基地导弹袭击
Iran Attacks U.S. Military Base, Ceasefire Period Ends as Oil Prices Jump 5%

The U.S. Central Command said that Iran’s Islamic Revolutionary Guard Corps launched multiple ballistic missile strikes at U.S. military bases, and all of them were intercepted. Over the past 72 hours, Iran carried out 30 drone attacks against U.S. forces, while the U.S. and Saudi Arabia launched strikes against Iran-backed armed groups in Iraq.

A ceasefire period that had lasted for several days has now ended, reigniting the risk of a full-scale war in the Middle East.

The market reacted quickly: WTI crude jumped more than 5% to above $83, and Brent rose 3.3%, erasing much of the previous three-day cumulative decline of 14%. U.S. stock index futures turned lower.

The key contradiction lies in the fact that signals between the U.S. and Iran are badly split:

On Fox News, Trump said that diplomacy with Iran “is making progress,” while also reiterating that “if an agreement cannot be reached, we will bomb Iran’s main bridges,” though he said he would prefer to avoid doing so.

The White House met with Israeli Prime Minister Benjamin Netanyahu the same day. Israel urged the U.S. to ensure Iran can never obtain nuclear weapons; Trump, meanwhile, focused more on reopening the Strait of Hormuz. Netanyahu described the talks as “the best” one, saying that there was “full cooperation” on nuclear nonproliferation.

Another parallel track: Oman is moving forward with an agreement to restore shipping through the Strait of Hormuz. It hopes to send progress signals in the coming days, but Tehran is dissatisfied with the current proposal.

The market’s core question is this: was the strike a “one-off military response,” or the start of “a new round of escalation”? At present, risk pricing appears to lean toward the latter.
$CL