Oil Surges Above $100, Stocks Fall After U.S. Moves to Blockade Hormuz

Oil Market Shock

·         Peace talks between U.S. and Iran collapsed, raising tensions.

·         President Trump announced plans to blockade the Strait of Hormuz, restricting Iranian oil exports.

·         Brent crude rose 7% to $102/barrel; WTI crude climbed 8% to $105/barrel.

·         The Strait of Hormuz, through which ~20% of global oil supply passes, remains highly disrupted.

Stock Market Reaction

·         S&P 500 futures fell ~1%, reversing recent gains from the cease-fire.

·         Asian markets dropped: Japan’s Nikkei 225, South Korea’s Kospi, and Hong Kong stocks all declined over 1%.

Gasoline & Diesel Prices

·         U.S. gas prices steady at $4.13/gallon, up 38% since war began.

·         Diesel prices surged to $5.66/gallon, up 50% since start of war.

Outlook

·         The blockade threat adds uncertainty to the fragile cease-fire.

·         Investors remain rattled by risks to Persian Gulf energy flows.

·         Markets brace for longer-term instability if escalation continues.

In essence: The collapse of peace talks and Trump’s blockade threat sent oil above $100, rattled global markets, and reinforced fears that the Strait of Hormuz could remain paralyzed — a choke point with massive implications for energy security worldwide.

 

[ABS News Service/13.04.2026]

Oil prices rose and stocks fell on Monday (13.04.2026) after peace talks between the United States and Iran ended without a deal. Hours later, President Trump announced plans to blockade the Strait of Hormuz.

It is not yet clear what that escalation will mean for the fragile cease-fire the countries agreed to last week, leaving no clear path to ending a war that is now entering its seventh week. That uncertainty continues to rattle investors eager for a path to stabilize the flow of oil and natural gas from the Persian Gulf.

In attempting a blockade, Mr. Trump is repeating a playbook he used recently against Venezuela to cut that country off from a vital source of revenue. This time, he does not want Iran to be able to use the strait, a vital waterway, for exports. U.S. Central Command clarified on Sunday that U.S. forces would interfere only with vessels traveling to and from Iranian ports.

“We’re not going to let Iran make money by selling oil to people that they like,” Mr. Trump told Fox News.

Oil rises sharply

·         Oil prices surged above $100 once more as markets opened on Sunday evening.

·         The price of Brent crude, the global benchmark for oil, rose more than 7 percent to around $102 a barrel.

·         West Texas Intermediate crude, the U.S. benchmark, climbed more than 8 percent to about $105 a barrel.

·         Investors and analysts are focused on the continued disruption to shipping in the Strait of Hormuz, the narrow waterway between Iran and Oman that is a vital trading route for oil and natural gas. As much as one-fifth of the world’s oil supply and substantial amounts of natural gas typically pass through the strait. But few vessels have attempted that trip since the war started out of fear that Iran might attack.

Stocks dip

·         Futures on the S&P 500, which give investors a chance to bet on the market before exchanges open on Monday morning, fell nearly 1 percent. The stock market had stabilized after a fragile cease-fire took hold last week, with the S&P 500 rising 3.6 percent for the week through Friday, its second consecutive week of gains.

·         Stocks in Asia, where countries import vast quantities of oil and gas, were trading lower. Japan’s Nikkei 225 and South Korea’s benchmark Kospi fell more than 1 percent, while stocks in Hong Kong also declined.

Gasoline prices remain elevated

·         Gas prices were little changed on Sunday, at a national average of about $4.13 a gallon, according to the AAA motor club. The rise in prices since the war began has raised the cost of regular gas for drivers by 38 percent.

·         Gas prices don’t move in lock step with crude, usually trailing increases or drops by a few days.

·         Diesel prices have increased more quickly in recent weeks and stood at $5.66 on Sunday, up some 50 percent since the start of the war.