胡塞对沙特海上封锁与美军打击推升油运风险，但亚洲油运、航司和油气腿已反应或方向不够纯

# 美股盘后催化 6/11: 中东冲突扩大至油运与海上封锁，美国新一轮打击和船只遇袭推升能源与航运风险溢价

- 美股会话: 2026-07-20
- 方向: MIXED；类型: 监管/政策；规划重大性: 8/10
- 映射模式: macro_context
- 美股驱动（规划器初判，需独立核验）: 事实：胡塞宣布对沙特实施海上封锁，Reuters/CNBC/Bloomberg报道红海和霍尔木兹相关油运风险、战争保险成本上升、船只遇袭和商船改道；美军对伊朗发动新一轮打击，油价收于一个月高位附近但涨幅有限，同时存在停火提案和也门恢复出口等缓和消息。推断：油气上游、防务、部分油运和能源安全受益；航空、化工、消费和能源进口经济体承压，方向取决于油价、绕航和保险费是否持续。

## 本催化相关美股真实收盘行情

- XOM.US (XOM.US): 148.36 +0.68%
- CVX.US (CVX.US): 189.71 +1.24%
- BP.US (BP.US): 42.0 +0.24%
- DAL.US (DAL.US): 84.54 +0.44%
- UAL.US (UAL.US): 117.52 +1.83%
- AAL.US (AAL.US): 15.14 +1.07%
- LMT.US (LMT.US): 509.54 +0.15%
- RTX.US (RTX.US): 194.44 +0.48%

## 亚太映射假设（仅候选，必须查证）

- 日本邮船 (9101.JP) [JP/同源本地股/mixed]: 绕航和战争险上升可能推高运价，但增加运营风险、延误和安全成本。；核验问题: 中东/红海/霍尔木兹航线敞口、保险成本和运价转嫁能力。
- 大韩航空 (003490.KS) [KR/同源本地股/negative]: 航油上涨和中东航线风险可能压缩航空利润，并增加绕飞成本。；核验问题: 航油套保比例、中东及欧洲航线敞口、票价传导能力。
- 中国石油股份 (857.HK) [HK/同源本地股/positive]: 油价和地缘风险溢价上升通常改善上游油气盈利。；核验问题: 布油持续性、公司上游产量、炼化敞口和油价敏感度。

## 必答问题

- 霍尔木兹和曼德海峡实际通航量、AIS关闭、战争险费率和油轮运价是否显著变化？
- 停火谈判是否恢复并压低风险溢价？
- 亚洲航空、炼化、化工公司是否需要调整盈利预期？

## 原始证据全文（37 条）

### [E0083] 财联社电报 | 2026-07-20 13:37 UTC | 盘中
也门胡塞武装宣布对沙特实施海上航运禁令 全球石油供应危机进一步加剧
URL: https://www.cls.cn/detail/2431781
①当地时间周一，也门胡塞武装宣布即日起对沙特实施海上航运禁令； ②该行动加剧红海、海湾区域能源供应与贸易风险，推动国际油价短线冲高，现货黄金下跌逾20美元。
财联社7月20日讯（编辑 牛占林）据央视新闻报道，当地时间周一，也门胡塞武装发表声明称，为回应沙特长期对也门实施的封锁及军事行动，即日起对沙特实施海上航运禁令。
这一行动意味着，在美国与伊朗冲突持续升级之际，战线正进一步扩大至红海及海湾之外，并加剧全球能源供应和贸易面临的风险。
受此消息影响，国际油价短线冲高，现货黄金下跌逾20美元。
胡塞武装声明称，沙特持续对也门实施陆、海、空全面封锁，并对港口、机场等设施实施限制和打击。胡塞武装方面将按照“以封锁回应封锁”的原则，对沙特实施海上航运禁令，该措施自声明发布之时起生效。
声明表示，胡塞武装有权采取措施回应封锁，并将坚持“升级对升级”的原则。如沙特进一步升级局势，胡塞武装将予以“全面且严厉”的回应。
此前，伊朗曾向通知胡塞方面，要求其在美国持续打击伊朗能源基础设施的情况下，封锁连接红海与亚丁湾的曼德海峡。
分析人士指出，如果曼德海峡被完全关闭，全球石油供应可能减少约7%，因为这将导致沙特大部分石油出口无法离开该地区。与此同时，此次中断将叠加美伊战争已经造成的全球石油运输大规模下降。目前，全球石油流动已经减少约10%。
胡塞武装的最新声明加大了一条关键石油出口通道面临的风险，该通道此前一直帮助沙特绕开霍尔木兹海峡封锁，维持原油出口。
据悉，沙特通过一条横跨全国、将原油向西输送至红海港口的管道，使其在美国与伊朗冲突期间仍能够保持出口规模稳定。随后，沙特油轮从红海港口出发，经由全球重要航运咽喉——曼德海峡，驶向亚洲主要市场。
这一出口路线在一定程度上稳定了国际油价，因为波斯湾地区航运受到伊朗袭击影响，大量运输活动陷入停滞。
外交努力寻求恢复停火协议
胡塞武装宣布上述行动之际，伊朗和美国均释放出希望恢复外交谈判的信号，试图结束不断升级的相互攻击。双方冲突几乎已经摧毁了上月签署的一项脆弱临时停火协议。
一名伊朗高级官员周一透露，伊朗已收到调解方提出的一项为期10天的停火方案，旨在挽救这项临时协议，并为达成长期和平协议铺平道路。
周一早些时候，由于霍尔木兹海峡航运再次受到干扰，国际油价一度短暂突破每桶90美元。不过，随着伊朗外交部表示调解方近期已向德黑兰提交相关方案，市场对外交渠道仍保持开放的预期升温，油价涨幅有所收窄。
与此同时，两名巴基斯坦政府消息人士表示，伊朗内政部长伊斯坎德尔·莫梅尼在不到一周内第二次访问伊斯兰堡期间，已要求巴基斯坦重新发挥调解作用，参与伊朗与美国之间的冲突斡旋。
此次外交活动升温之际，伊朗伊斯兰革命卫队此前表示，在美国再次对伊朗城市实施空袭后，其已对美国在该地区的军事资产发动打击。

### [E0601] CNBC Top News | 2026-07-20 15:14 UTC | 盘中
Iran's Houthi allies declare maritime embargo against Saudi Arabia, escalating threat to oil market
URL: https://www.cnbc.com/2026/07/20/iran-houthi-yemen-saudi-arabia.html
Houthi militants in Yemen on Monday declared a maritime embargo against Saudi Arabia effective immediately, threatening to exacerbate the oil supply disruption triggered by Iran's attacks on tankers in the Strait of Hormuz.
The Houthis have repeatedly threatened to close the Bab el-Mandeb Strait during the U.S.-Iran war. The strait is a choke point for commercial ship traffic that connects the Red Sea to the Gulf of Aden and global markets.
The militants, in a statement carried by state news, accused the Saudis of laying an "aggressive siege" against them. Tensions escalated last week after they claimed that Riyadh had bombed Sanaa International Airport.
The Saudis have diverted million of barrels of oil per day through a pipeline to an export terminal on the Red Sea. Those exports have acted as a crucial relief valve for global oil markets during the U.S.-Iran war.
A closure of Bab el-Mandeb would block in those barrels, exacerbating the disruption triggered by Iran's attacks on tankers in Hormuz.
But crude oil prices were little changed in response to the Houthis' threat. Brent oil, the international benchmark, had jumped nearly 4% overnight to break $90 per barrel as at least three U.S. service members have died during recent fighting between the U.S. and Iran. Prices subsequently eased after Tehran indicated it was still open to talks with Washington.
The U.S.-Iran war has escalated as the interim deal they signed on June 17 to reopen Hormuz has collapsed. Tehran has repeatedly attacked oil tankers, killing at least two seafarers and injuring more than a dozen this month.
The U.S. has bombed Iran for nine consecutive days and reimposed its naval blockade in response to the tanker attacks. Tehran has launched missiles against U.S. allies in the Gulf in retaliation.
Tanker traffic through Hormuz has fallen as the fighting escalates. The Trump administration has said the strait remains open and millions of barrels of oil are being shipped out daily under U.S. military protection.

### [E0602] CNBC Top News | 2026-07-20 15:14 UTC | 盘中
Iran's Houthi allies declare maritime embargo against Saudi Arabia, escalating threat to oil market
URL: https://www.cnbc.com/2026/07/20/iran-houthi-yemen-saudi-arabia.html
Houthi militants in Yemen on Monday declared a maritime embargo against Saudi Arabia effective immediately, threatening to exacerbate the oil supply disruption triggered by Iran's attacks on tankers in the Strait of Hormuz.
The Houthis have repeatedly threatened to close the Bab el-Mandeb Strait during the U.S.-Iran war. The strait is a choke point for commercial ship traffic that connects the Red Sea to the Gulf of Aden and global markets.
The militants, in a statement carried by state news, accused the Saudis of laying an "aggressive siege" against them. Tensions escalated last week after they claimed that Riyadh had bombed Sanaa International Airport.
The Saudis have diverted million of barrels of oil per day through a pipeline to an export terminal on the Red Sea. Those exports have acted as a crucial relief valve for global oil markets during the U.S.-Iran war.
A closure of Bab el-Mandeb would block in those barrels, exacerbating the disruption triggered by Iran's attacks on tankers in Hormuz.
But crude oil prices were little changed in response to the Houthis' threat. Brent oil, the international benchmark, had jumped nearly 4% overnight to break $90 per barrel as at least three U.S. service members have died during recent fighting between the U.S. and Iran. Prices subsequently eased after Tehran indicated it was still open to talks with Washington.
The U.S.-Iran war has escalated as the interim deal they signed on June 17 to reopen Hormuz has collapsed. Tehran has repeatedly attacked oil tankers, killing at least two seafarers and injuring more than a dozen this month.
The U.S. has bombed Iran for nine consecutive days and reimposed its naval blockade in response to the tanker attacks. Tehran has launched missiles against U.S. allies in the Gulf in retaliation.
Tanker traffic through Hormuz has fallen as the fighting escalates. The Trump administration has said the strait remains open and millions of barrels of oil are being shipped out daily under U.S. military protection.

### [E0726] Reuters | 2026-07-20 15:45 UTC | 盘中
Yemen's Houthis declare naval blockade against Saudi Arabia http://reut.rs/4vJSR90 http://reut.rs/4vJSR90
URL: https://x.com/Reuters/status/2079231189861249323
Yemen's Houthis declare naval blockade against Saudi Arabia http://reut.rs/4vJSR90 http://reut.rs/4vJSR90

### [E0881] Bloomberg | 2026-07-20 16:22 UTC | 盘中
Shipowners Offer Huge Bonuses to Get Crews to Sail Hormuz
URL: https://www.bloomberg.com/news/articles/2026-07-20/shipowners-offer-huge-bonuses-to-get-crews-to-sail-hormuz
Shipowners Offer Huge Bonuses to Get Crews to Sail Hormuz
Takeaways by Bloomberg AI
- Sinokor Group is offering seafarers an extra six months pay if they're willing to sail through the Strait of Hormuz, a vital oil channel.
- At least 59 commercial ships have come under attack in and around the Persian Gulf since the war began, with 17 seafarers losing their lives, according to the UN's shipping agency.
- Shipowners can command millions of dollars for taking their vessels on a trip in and out of Hormuz, but crews are taking the greatest personal risk and some are still refusing the extra rewards.
One shipowner is attempting to coax crews to sail through the Strait of Hormuz by offering them an extra six months pay if they’re willing to cross the vital oil channel, offering seafarers a stark choice between large financial rewards and the risk of death.
Sinokor Group, the world’s largest owner of supertankers, distributed such an offer to its seafarers for a round trip to pick up oil from either Saudi Arabia or Iraq and unload it in the Gulf of Oman. The firm offered six months extra salary if they make a return voyage, which it said would take about a month in total, according to a document distributed late last week and seen by Bloomberg.
At least 59 commercial ships have come under attack in and around the Persian Gulf since the war began at the end of February, with 17 seafarers losing their lives, according to the UN’s shipping agency.
The offers — made prior to Monday’s fresh attacks on merchant shipping — underscore the fundamental tension of transiting the waterway, forcing seafarers to either miss out on potentially large rewards or gamble with their own lives.
The highest-paid person on most ships is the captain, who has the ultimate say on navigational decisions. They earn as much as $15,000 a month on oil tankers, according to officials at two shipping companies.
A junior sailor, known as a rating, might earn about $1,500 a month in normal times, an official at one owner said. They have the right to ask to leave a vessel and be replaced if they don’t want to sail into the danger zone.
Make Millions
Shipowners can command millions of dollars for taking their vessels on a trip in and out of Hormuz, and insurers are also now charging huge premiums to transit. The crews however, are the ones taking the greatest personal risk and some are still refusing the extra rewards.
Whether they are willing to make the journey has come under renewed scrutiny since at least two seafarers died in attacks last week, while another vessel was abandoned on Monday. The offers were made after those fatalities.
“They are being offered huge bonuses by some companies,” according to Captain Pradeep Chawla, chairman of GlobalMET, a body that works with the International Maritime Organization to promote seafarer training and education, without specifically referencing the Sinokor offer. “We have heard stories of a large number of crew members getting off, but they are able to find people who are willing to go.”
Read More: US, Iran Step Up Attacks as Fears Grow of Return to Full War
Sinokor has become a major player in shipping Middle Eastern oil after it managed to amass the world’s largest fleet of supertankers with backing from MSC Mediterranean Shipping Co. The company has been key in helping regional producers get their barrels out, particularly the United Arab Emirates, but also Saudi Arabia and Iraq.
The company didn’t respond to a request for comment outside of usual business hours.
Salary offerings for crossing Hormuz can vary and two people involved in securing crew for vessels transiting the waterway said they were generally seeing lower rates than that offered by Sinokor, adding that there were still significant bonuses on offer. One of them said some shipping firms were adding as much as 60 days of salary to a 30-day contract.
In general, compensation for the voyages has jumped since attacks on shipping began to slow traffic through Hormuz early last week. Pay also rose in the early part of the Iran war, when vessels were being attacked regularly inside the Persian Gulf.
Visible traffic through the strait has declined in recent days, though there’s uncertainty about how much continues to cross the waterway dark, with satellite signals switched off.
— With assistance from Serene Cheong, Weilun Soon, Prejula Prem, and Alaric Nightingale

### [E0953] 华尔街见闻快讯 | 2026-07-20 16:56 UTC | 盘中
美军称对伊朗海上封锁期间已迫使7艘商船改道
URL: https://wallstreetcn.com/livenews/3137033
7月20日，美军中央司令部称，截至当天，美军已拦截并迫使7艘商船改道，并使1艘商船丧失航行能力，以阻止这些船只进出伊朗港口。美军中央司令部14日表示，美军已于美东时间当天16时（德黑兰时间14日23时30分）恢复针对进出伊朗港口及沿海地区船只的海上封锁。（央视）

美军称对伊朗海上封锁期间已迫使7艘商船改道

### [E0962] 财联社电报 | 2026-07-20 16:58 UTC | 盘中
美军称对伊朗海上封锁期间已迫使7艘商船改道
URL: https://www.cls.cn/detail/2431891
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2026年07月21日 00:58:30
美军称对伊朗海上封锁期间已迫使7艘商船改道
财联社7月21日电，美军中央司令部当地时间7月20日称，截至当天，美军已拦截并迫使7艘商船改道，并使1艘商船丧失航行能力，以阻止这些船只进出伊朗港口。
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### [E1032] Bloomberg | 2026-07-20 17:26 UTC | 盘中
Trump Vows Iran Will Pay for Deaths as Mediators Push Truce
URL: https://www.bloomberg.com/news/articles/2026-07-20/trump-vows-iran-will-pay-for-us-deaths-as-mediators-push-truce
President Donald Trump vowed that Iran “will pay” for killing three US soldiers in recent days, even as mediators proposed a new truce as the Middle East war widens further.

“Every time Iran kills an American Soldier they will pay for that killing many times over!” Trump wrote on social media on Monday.

White House Press Secretary Karoline Leavitt also said the president will attend a dignified transfer ceremony for “our fallen heroes” on Tuesday evening.

Earlier, Iran said mediators had been in touch with proposals on how to ease hostilities with the US after several days of clashes, though tensions remain high after a threat by the Tehran-backed Houthi group in Yemen to blockade Saudi Arabia.

Esmail Baghaei, the Islamic Republic’s foreign ministry spokesman, said “ideas from some mediators have been conveyed” to Tehran, without giving further details. Tehran said its interior minister, Eskandar Momeni, is traveling to Pakistan on Monday.

Qatar and Pakistan, the main intermediaries in the conflict, see a return to US-Iran positions of pre-July 9 as a first step, according to semi-official Iranian Students’ News Agency. Fighting over control of the Strait of Hormuz began that day, effectively unraveling an interim peace deal signed last month.

There’s as yet no indication of a return to formal talks. One proposal is for a 10-day ceasefire to find ways to revive that memorandum of understanding, Reuters reported, citing an unidentified senior Iranian official.

Oil swung between gains and losses on Monday on the prospects for further escalation and detente in the conflict. Global benchmark Brent was trading 0.4% higher at $88.45 a barrel as of 1:20 p.m. in New York.

Yahya Saree, a spokesman for the Houthis in Yemen, said on Monday that they would impose a maritime blockade on Saudi Arabia in retaliation for what they say is the kingdom’s siege on the Yemeni capital, Sana’a.

Read More: Yemen’s Houthis Vow to Impose Maritime Blockade on Saudi Arabia

That announcement adds to a slew of risks facing global oil supplies, as it puts at risk the flow of millions of barrels that the kingdom exports via the Red Sea.

US gasoline prices have climbed back over the $4-a-gallon mark, potentially hurting Trump and his Republican party ahead of midterm elections in November.

The US earlier conducted a ninth straight day of airstrikes on Iran, trying to force the Islamic Republic to stop shipping attacks and reopen the Strait of Hormuz. Tehran is refusing to relent, insisting it has a right to manage traffic through the critical waterway. Iran continued to attack US bases in the likes of Kuwait, Jordan, Bahrain and Iraq.

The tit-for-tat attacks are getting deadlier. The US military announced the death of a service member in northern Iraq on Saturday during a “controlled detonation” of a downed Iranian drone. That was a day after two others were killed in an Iranian attack on Jordan, with another service member still missing from the same strike.

Read more: Trump Silent So Far on Iran Plans as US Death Toll Hits 17

Iran says US strikes have killed more than 50 people and wounded over 500 since the most recent flare-up between the two sides began just under two weeks ago.

A breakthrough is unlikely to happen until the US and Iran can reach an agreement over shipping in the Hormuz strait, through which one fifth of the world’s oil and liquefied natural gas supplies typically flowed before the conflict began.

Shipping volumes have slumped and the number of tankers and other vessels going through Hormuz is now roughly the same level as during the height of the conflict in March and early April.

Trump warned Iran last week he’d escalate airstrikes and widen the scope of targets until it backed down. Late on Sunday, speaking of the latest American fatalities, he said: “Those great patriots were out there fighting so that Iran cannot have a nuclear weapon.”

The latest US attacks were “in honor” of the personnel killed, Trump told reporters.

Abbas Araghchi, Iran’s foreign minister, said his country wouldn’t abandon diplomacy but also won’t be forced back to the negotiating table while under military attack by the US.

“Iran’s actions in the Strait of Hormuz and Persian Gulf had global consequences and we became a global player,” he said in an interview published on his Telegram channel, underscoring how Tehran sees control of the strait as a source of leverage over the US and as vital to its security. “This is no small thing. The region realized that without Iranian security it cannot have complete security.”

Iran’s Top Negotiator Defends US Peace Talks Against Hardliners Oil Pares Gains as Iran Says Received Proposals From Mediators GLOBAL INSIGHT: Iran War Is Rapidly Escalating, Risks Rising

US Secretary of State Marco Rubio said Iran continues to send signals it wants to negotiate. He also reiterated the American view that the Iranian government is split between members that want a peace agreement and hardliners who want to fight more.

Kuwait continues to experience some of the worst attacks from Iran. Over the weekend, Kuwait’s main state energy company said an unspecified site sustained “significant material losses,” causing its evacuation and a number of injuries, while two power and desalination plants have been hit in recent days.

Israeli Prime Minister Benjamin Netanyahu is due to convene defense chiefs on Monday evening, a member of his security cabinet, Eli Cohen, said in a radio interview about the Iran tensions.

“If Iran makes the mistake of attacking the State of Israel, we’ll respond with a might surpassing that of the last campaign,” Cohen told Army Radio on Monday.

The US is sending more warplanes to the Middle East, the New York Times reported, citing anonymous US officials. The planes include F-35 and F-16 fighter jets, as well as aerial-refueling aircraft.

“The Americans keep bringing new military equipment into the region while claiming they want to stop the war,” Iran’s Parliament Speaker Mohammad Bagher Ghalibaf, who has participated in negotiations in the past, posted on X. “We have become experts at recognizing these American tactics and have prepared accordingly.”

### [E1122] Reuters | 2026-07-20 18:10 UTC | 盘中
After deadly weekend for US troops, Trump vows revenge against Iran http://reut.rs/4wNz75a http://reut.rs/4wNz75a
URL: https://x.com/Reuters/status/2079267666666074269
After deadly weekend for US troops, Trump vows revenge against Iran http://reut.rs/4wNz75a http://reut.rs/4wNz75a

### [E1134] Reuters | 2026-07-20 18:15 UTC | 盘中
Red Sea war insurance costs rise after Houthi blockade, sources say http://reut.rs/4ytJVHc http://reut.rs/4ytJVHc
URL: https://x.com/Reuters/status/2079268932377068023
Red Sea war insurance costs rise after Houthi blockade, sources say http://reut.rs/4ytJVHc http://reut.rs/4ytJVHc

### [E1171] 华尔街见闻快讯 | 2026-07-20 18:31 UTC | 盘中
WTI 8月原油期货收涨0.74美元，涨幅将近0.90%，报83.23美元/桶，亚太时段高位窄幅震荡，北京时间16:00以来持稳于82美元一线、在一波短线V形行情中于19:43刷新日低至80.27美元。 布伦特9月原油期货收涨1.12美元，...
URL: https://wallstreetcn.com/livenews/3137057
WTI 8月原油期货收涨0.74美元，涨幅将近0.90%，报83.23美元/桶，亚太时段高位窄幅震荡，北京时间16:00以来持稳于82美元一线、在一波短线V形行情中于19:43刷新日低至80.27美元。 布伦特9月原油期货收涨1.12美元，涨幅1.27%，报89.22美元/桶。 中东Abu Dhabi Murban原油期货涨0.34%，报81.60美元/桶。 NYMEX 8月天然气期货收报2.86美元/百万英热单位。 NYMEX 8月汽油期货收报3.3890美元/加仑，NYMEX 8月取暖油期货收报4.1190美元/加仑。

### [E1172] First Squawk | 2026-07-20 18:31 UTC | 盘中
U.S. CRUDE OIL FUTURES SETTLE AT $83.23/BBL, ADVANCING 74 CENTS OR 0.90%
URL: https://x.com/FirstSquawk/status/2079273021072941286
U.S. CRUDE OIL FUTURES SETTLE AT $83.23/BBL, ADVANCING 74 CENTS OR 0.90%

### [E1173] 财联社电报 | 2026-07-20 18:31 UTC | 盘中
国际原油期货结算价涨约1%
URL: https://www.cls.cn/detail/2431907
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2026年07月21日 02:31:48
财联社7月21日电，WTI原油期货结算价收涨0.9%，报83.23美元/桶。
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### [E1181] CNBC Top News | 2026-07-20 18:37 UTC | 盘中
Oil prices rise after Trump says Iran will pay for killing U.S. service members
URL: https://www.cnbc.com/2026/07/20/oil-prices-today-brent-wti-crude-us-iran-centcom-hormuz.html
The U.S. has bombed Iran for nine consecutive nights in retaliation for repeated attacks on oil tankers transiting the Strait of Hormuz.

### [E1182] CNBC Top News | 2026-07-20 18:37 UTC | 盘中
Oil prices rise after Trump says Iran will pay for killing U.S. service members
URL: https://www.cnbc.com/2026/07/20/oil-prices-today-brent-wti-crude-us-iran-centcom-hormuz.html
The U.S. has bombed Iran for nine consecutive nights in retaliation for repeated attacks on oil tankers transiting the Strait of Hormuz.

### [E1229] Reuters | 2026-07-20 19:00 UTC | 盘中
Yemen's Houthis declared a naval blockade on Saudi Arabia, threatening to disrupt Red Sea shipping routes and potentially impacting global energy supplies amid the ongoing regional conflict https://reut.rs/4fprURU
URL: https://x.com/Reuters/status/2079280182838579468
Yemen's Houthis declared a naval blockade on Saudi Arabia, threatening to disrupt Red Sea shipping routes and potentially impacting global energy supplies amid the ongoing regional conflict https://reut.rs/4fprURU

### [E1406] 华尔街见闻快讯 | 2026-07-20 20:18 UTC | 收盘后
美军称对伊朗发动新一轮打击
URL: https://wallstreetcn.com/livenews/3137080
7月20日，美军中央司令部表示，美东时间当天下午4时，美军按照总统指示开始对伊朗发动新一轮打击。美军中央司令部称，此次行动旨在进一步削弱伊朗威胁霍尔木兹海峡商业航运的能力。（央视）

7月20日，美军中央司令部表示，美东时间当天下午4时，美军按照总统指示开始对伊朗发动新一轮打击。美军中央司令部称，此次行动旨在进一步削弱伊朗威胁霍尔木兹海峡商业航运的能力。（央视）

### [E1413] Reuters | 2026-07-20 20:20 UTC | 收盘后
Yemen's Houthis said they will impose a maritime blockade on Saudi Arabia, threatening Red Sea oil shipments as global energy flows are already restricted by Iran's closure of the Strait of Hormuz https://reut.rs/4frFFQ4
URL: https://x.com/Reuters/status/2079300310535676189
Yemen's Houthis said they will impose a maritime blockade on Saudi Arabia, threatening Red Sea oil shipments as global energy flows are already restricted by Iran's closure of the Strait of Hormuz https://reut.rs/4frFFQ4

### [E1430] First Squawk | 2026-07-20 20:29 UTC | 收盘后
U.S. CENTCOM: FORCES BEGAN NEW ROUND OF STRIKES AGAINST IRAN AT 4PM ET AT COMMANDER IN CHIEF'S DIRECTION TO FURTHER DEGRADE IRANIAN MILITARY CAPABILITIES USED TO ATTACK COMMERCIAL SHIPPING IN STRAIT OF HORMUZ
URL: https://x.com/FirstSquawk/status/2079302712152502612
U.S. CENTCOM: FORCES BEGAN NEW ROUND OF STRIKES AGAINST IRAN AT 4PM ET AT COMMANDER IN CHIEF'S DIRECTION TO FURTHER DEGRADE IRANIAN MILITARY CAPABILITIES USED TO ATTACK COMMERCIAL SHIPPING IN STRAIT OF HORMUZ

### [E1452] Financial Times | 2026-07-20 20:34 UTC | 收盘后
US petrol prices climb back above $4 as Iran war intensifies
URL: https://www.ft.com/content/522fc69e-77df-40fd-8ab4-6726b866d289?syn-25a6b1a6=1
US petrol prices climb back above $4 as Iran war intensifies
US petrol prices have risen back above $4 a gallon as the resurgent Middle East conflict reverberates across the world’s biggest economy, squeezing American motorists and fuelling voter frustration with Donald Trump.
Prices at the pump broke the key threshold on Monday, according to data from the AAA motoring group, after ratcheting steadily higher in recent weeks as tit-for-tat strikes between the US and Iran escalated.
The rise in costs for motorists underlines the war’s continued impact on Americans after official statistics last week showed price pressures had eased in June during a period of détente in the conflict.
The higher prices represent a growing liability for the president ahead of midterm elections in November as voter fatigue with the conflict grows, with many blaming him for the escalation.
Since its outbreak in late February the war has ripped through global energy markets, pushing crude prices well above $100 a barrel in April and May as Iran largely choked off shipments through the Strait of Hormuz, a crucial waterway for oil shipments.
Petrol prices surged as high as $4.56 per gallon in May before falling to $3.79 earlier this month after Washington and Tehran signed a memorandum of understanding extending a fragile ceasefire deal agreed in April.
That helped temper US inflation in June to an annual rate of 3.5 per cent, down from a three-year high of 4.2 per cent in May.
But the respite has proved shortlived. Trump this month declared the truce “over” following a renewal of hostilities in the strait. Both sides have exchanged strikes in recent weeks in a battle for control of the waterway.
Crude oil prices hit $90 a barrel in Monday trading, up 20 per cent this month. West Texas Intermediate, the US marker, traded as high as $85 a barrel, before receding slightly.
Traders have warned that global oil stockpiles, which helped to avert a wider economic crisis earlier in the war, have dwindled, leaving western economies with minimal buffers to absorb higher prices.
“Every oil shortage can become a fuel crisis,” said Kevin Book, managing director at consultancy ClearView Energy.
“This one started out that way, with ships trapped in the Gulf exacerbating refineries shuttered in Russia and run cuts in China. If conflict continues, that fuel crisis will likely worsen.”
Voters have gradually lost patience with the conflict. An FT poll this month found 58 per cent of voters said the war had not been worth the cost. The same survey showed that Trump’s approval rating had slipped to just 36 per cent.
The average American driver fills up their tank about 50 times a year. ClearView research shows a meaningful inverse correlation between presidential approval and prices at the pump.
“If you want to know how an American feels about elected officials, stop at a gas station,” said Book.

### [E1453] Financial Times | 2026-07-20 20:34 UTC | 收盘后
US petrol prices climb back above $4 as Iran war intensifies
URL: https://www.ft.com/content/522fc69e-77df-40fd-8ab4-6726b866d289?syn-25a6b1a6=1
US petrol prices climb back above $4 as Iran war intensifies
US petrol prices have risen back above $4 a gallon as the resurgent Middle East conflict reverberates across the world’s biggest economy, squeezing American motorists and fuelling voter frustration with Donald Trump.
Prices at the pump broke the key threshold on Monday, according to data from the AAA motoring group, after ratcheting steadily higher in recent weeks as tit-for-tat strikes between the US and Iran escalated.
The rise in costs for motorists underlines the war’s continued impact on Americans after official statistics last week showed price pressures had eased in June during a period of détente in the conflict.
The higher prices represent a growing liability for the president ahead of midterm elections in November as voter fatigue with the conflict grows, with many blaming him for the escalation.
Since its outbreak in late February the war has ripped through global energy markets, pushing crude prices well above $100 a barrel in April and May as Iran largely choked off shipments through the Strait of Hormuz, a crucial waterway for oil shipments.
Petrol prices surged as high as $4.56 per gallon in May before falling to $3.79 earlier this month after Washington and Tehran signed a memorandum of understanding extending a fragile ceasefire deal agreed in April.
That helped temper US inflation in June to an annual rate of 3.5 per cent, down from a three-year high of 4.2 per cent in May.
But the respite has proved shortlived. Trump this month declared the truce “over” following a renewal of hostilities in the strait. Both sides have exchanged strikes in recent weeks in a battle for control of the waterway.
Crude oil prices hit $90 a barrel in Monday trading, up 20 per cent this month. West Texas Intermediate, the US marker, traded as high as $85 a barrel, before receding slightly.
Traders have warned that global oil stockpiles, which helped to avert a wider economic crisis earlier in the war, have dwindled, leaving western economies with minimal buffers to absorb higher prices.
“Every oil shortage can become a fuel crisis,” said Kevin Book, managing director at consultancy ClearView Energy.
“This one started out that way, with ships trapped in the Gulf exacerbating refineries shuttered in Russia and run cuts in China. If conflict continues, that fuel crisis will likely worsen.”
Voters have gradually lost patience with the conflict. An FT poll this month found 58 per cent of voters said the war had not been worth the cost. The same survey showed that Trump’s approval rating had slipped to just 36 per cent.
The average American driver fills up their tank about 50 times a year. ClearView research shows a meaningful inverse correlation between presidential approval and prices at the pump.
“If you want to know how an American feels about elected officials, stop at a gas station,” said Book.

### [E1467] Bloomberg | 2026-07-20 20:46 UTC | 收盘后
How Houthis’ Red Sea Threat Risks Bigger Oil Shock
URL: https://www.bloomberg.com/news/articles/2026-07-20/how-houthis-red-sea-threat-risks-bigger-oil-shock
How Houthis’ Red Sea Threat Risks Bigger Oil Shock
One thing that’s helped limit the Iran war’s disruption to global oil supply is the ability of Saudi Arabia to use an alternative export route to the Strait of Hormuz: the Red Sea.
The fragility of this workaround has been laid bare by the threats to Red Sea shipping posed by the Houthis, Iran-backed militants who control part of Yemen. After launching a series of attacks from 2023 to 2025 on vessels near the Bab el-Mandeb Strait, which connects the southern Red Sea to the Gulf of Aden, the Houthis resumed such strikes in early July. And on July 20 they declared that they would impose a maritime blockade of Saudi Arabia, with immediate effect.
How important is the Red Sea trade route?
The combination of the Suez Canal, Red Sea and Bab el-Mandeb Strait is a shortcut for ships to travel between Europe and Asia.
Close to 10% of global seaborne trade passed through the Bab el-Mandeb annually before the Houthi strikes began in 2023. That share had fallen to around 3% last year, based on data from Clarksons Research and the PortWatch platform from the International Monetary Fund and Oxford University. Several waves of Houthi attacks in recent years have prompted ship operators to avoid the Red Sea. Many send their vessels around the southern tip of Africa instead — an expensive diversion that’s thousands of miles longer and can add two weeks to journeys.
The Bab el-Mandeb is still a significant conduit for oil, gas and other commodity exports from the Middle East, Asia and Russia. Traffic has ticked up during the Iran war as Saudi Arabia uses the waterway to keep its oil exports flowing.
How could new Houthi attacks affect the oil market?
If Houthi attacks were to become widespread, that could jeopardize oil exports from Saudi Arabia’s Red Sea port of Yanbu, which the kingdom has leaned on to bypass Iran’s effective closure of the Strait of Hormuz.
Saudi Arabia is the biggest crude exporter in the Persian Gulf and has been diverting more oil along a pipeline to its western coast. It shipped 3.65 million barrels a day of crude via Yanbu in May, equivalent to just over half the country’s total pre-war exports.
In order to pick up these oil cargoes and ferry them to customers in Asia, ships need to sail through the narrow Bab el-Mandeb waterway and past Yemen’s rugged coastline, which provides cover for Houthi attacks. If tankers are unable to take this route due to safety risks, oil prices could surge even higher.
Why do the Houthis attack ships?
When the Houthis began their Red Sea campaign in 2023, they said it was in retaliation for Israel’s Gaza military campaign in response to the Hamas attacks of October 2023. The group originally said it was only focused on vessels with links to Israel. But ships without a direct connection were also hit. After the US and UK began to strike Houthi assets in early 2024, the militants said all ships from these two countries were legitimate targets.
After the US and Israel launched war on Iran in February, the Houthis repeatedly warned that they could close the Bab el-Mandeb. They largely held their fire in the maritime theater until July when they sank two bulk carriers in rapid succession, killing crew members and taking others hostage. The Houthis also struck a ship close to Yanbu.
What prompted the Houthi threat against Saudi Arabia?
The Houthis have largely maintained a fragile truce with Saudi Arabia since 2022, ending years of cross-border attacks and halting a Saudi military campaign to oust the group from Sanaa and restore to the capital Yemen’s internationally recognized government.
But in the days before the Houthi announcement threatening Saudi ships, the rebels struck the kingdom’s Abha airport after Saudi jets targeted Sanaa International Airport to prevent an Iranian aircraft carrying a Houthi delegation from landing. The delegation was returning from Tehran after attending the funeral of Iran’s Supreme Leader, Ali Khamenei, who was killed in an air strike at the start of the Iran war. The Houthis have since vowed to keep flights between Sanaa and Tehran operating and warned that they are prepared to disrupt Saudi airports until what they describe as the “siege” on Sanaa airport is lifted.
Who are the Houthis?
Officially known as Ansar Allah, or Followers of God, the Houthis are part of a clan that hails from Yemen’s northwestern Saada province. They’re followers of the Zaidi branch of Shiite Islam, which accounts for an estimated 25% of the country’s population.
The Houthis emerged in the 1990s after North Yemen and South Yemen were unified, waging a series of rebellions against the government. They seized control of Sanaa in 2014, launching a civil war that still divides Yemen. The group also control portions of the northwest of the country, including much of the Red Sea coast.
The Houthis are anti-West and anti-Israel, and are designated terrorists by the US and European Union. They’re part of Iran’s so-called axis of resistance, which includes Hamas in Gaza and Hezbollah in Lebanon, both of which are also classified as terrorist organizations by the US and others. These groups receive training, technical expertise and weapons from the Islamic Republic.
The Houthis coordinate closely with Iran and largely share its strategic objectives, but they make their own decisions. They don’t rely solely on Iran for arms. They can also draw upon tribal smuggling networks inside Yemen and commercial links to defense export hubs such as China. The group has expanded efforts to assemble and manufacture its own weapons by themselves.
The militia group suffered huge losses after US and Israeli airstrikes last year killed many of its leaders and destroyed a lot of its military equipment, but it has been regrouping and replenishing its weapons stockpile. Its Red Sea campaign elevated its regional standing, demonstrating that it could disrupt global trade and project power well beyond Yemen’s borders.

### [E1539] 每日经济新闻快讯 | 2026-07-20 21:08 UTC | 收盘后
美军称对伊朗发动新一轮打击
URL: http://www.nbd.com.cn/articles/2026-07-21/4484063.html
每经网首页 > 首发快讯 > 正文
2026-07-21 05:08:49
每经AI快讯，当地时间7月20日，美军中央司令部表示，美东时间当天下午4时，美军按照总统指示开始对伊朗发动新一轮打击。美军中央司令部称，此次行动旨在“进一步削弱伊朗袭击霍尔木兹海峡商船的军事能力”。（央视新闻）
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### [E1542] Reuters | 2026-07-20 21:10 UTC | 收盘后
Oil transfer activity in Gulf of Oman slows following ship attacks, data shows http://reut.rs/3RrzrHQ http://reut.rs/3RrzrHQ
URL: https://x.com/Reuters/status/2079312942349033560
Oil transfer activity in Gulf of Oman slows following ship attacks, data shows http://reut.rs/3RrzrHQ http://reut.rs/3RrzrHQ

### [E1549] MarketWatch Top Stories | 2026-07-20 21:11 UTC | 收盘后
Global oil prices settle at one-month high despite new Iran ceasefire proposal, as blockade on Saudi Arabia by Yemen’s Houthis keeps market on edge
URL: https://www.marketwatch.com/story/oil-prices-surge-stock-futures-dip-as-fighting-between-u-s-and-iran-intensifies-6fb37c79?mod=mw_rss_topstories
Oil prices settled at one-month highs in volatile trading on Monday as traders weighed escalating geopolitical tensions following a fresh barrage of strikes across the Middle East over the weekend against reports of a new ceasefire proposal between the U.S. and Iran.

### [E1558] 每日经济新闻快讯 | 2026-07-20 21:15 UTC | 收盘后
美军称对伊朗海上封锁期间已迫使7艘商船改道
URL: http://www.nbd.com.cn/articles/2026-07-21/4484073.html
每经网首页 > 首发快讯 > 正文
2026-07-21 05:15:23
每经AI快讯，当地时间7月20日，美军中央司令部称，截至当天，美军已拦截并迫使7艘商船改道，并使1艘商船丧失航行能力，以阻止这些船只进出伊朗港口。美军中央司令部14日表示，美军已于美东时间当天16时（德黑兰时间14日23时30分）恢复针对进出伊朗港口及沿海地区船只的海上封锁。（央视新闻）
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### [E1560] 每日经济新闻快讯 | 2026-07-20 21:16 UTC | 收盘后
英国海上贸易行动办公室：阿联酋附近海域一船只遭袭
URL: http://www.nbd.com.cn/articles/2026-07-21/4484076.html
每经网首页 > 首发快讯 > 正文
2026-07-21 05:16:01
每经AI快讯，当地时间20日，英国海上贸易行动办公室发布消息称，阿联酋附近海域发生一起事故。报告显示，有船只被不明投射物击中，导致船舶转向系统受损。该起事件暂无人员伤亡报告。（央视新闻）
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### [E1591] 财联社电报 | 2026-07-20 21:31 UTC | 收盘后
沙特主导联军：正采取必要军事行动确保曼德海峡航运安全
URL: https://www.cls.cn/detail/2431933
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2026年07月21日 05:31:09
沙特主导联军：正采取必要军事行动确保曼德海峡航运安全
财联社7月21日电，沙特阿拉伯主导的多国联军指挥部当地时间7月20日发表声明称，联军已开始采取措施保护联盟国家船只通过曼德海峡，并将依据国际法和《联合国海洋法公约》，对任何针对航运安全的威胁采取坚决、有力的应对措施。
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### [E1610] 每日经济新闻快讯 | 2026-07-20 21:42 UTC | 收盘后
沙特主导联军：正采取必要军事行动确保曼德海峡航运安全
URL: http://www.nbd.com.cn/articles/2026-07-21/4484099.html
每经网首页 > 首发快讯 > 正文
2026-07-21 05:42:22
每经AI快讯，当地时间7月20日，沙特阿拉伯主导的多国联军指挥部发表声明称，联军已开始采取措施保护联盟国家船只通过曼德海峡，并将依据国际法和《联合国海洋法公约》，对任何针对航运安全的威胁采取坚决、有力的应对措施。（央视新闻）
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### [E0217] 华尔街见闻快讯 | 2026-07-20 13:59 UTC | 盘中
美称仍对外交解决伊朗问题持开放态度
URL: https://wallstreetcn.com/livenews/3136954
当地时间19日晚，美国国务卿鲁比奥表示，尽管美军已连续第九晚对伊朗发动打击，但美国“仍对外交解决方案持开放态度”。

鲁比奥称，美方将继续推动与伊朗实现长期和平，特朗普政府“仍然愿意通过外交途径解决问题”。他表示，美方已“直接”以及“通过其他国家的多个渠道”收到伊朗希望对话和谈判的信号，但美国目前的行动是“对伊方行为作出的回应”。 伊朗外交部发言人巴加埃20日也表示，伊朗“仍对外交持开放态度”，各方调解努力仍在继续，但只要袭击持续，伊朗就将继续进行“防御性军事行动”。（央视）

美称仍对外交解决伊朗问题持开放态度

### [E0257] 每日经济新闻快讯 | 2026-07-20 14:01 UTC | 盘中
美称仍对外交解决伊朗问题持开放态度
URL: http://www.nbd.com.cn/articles/2026-07-20/4483964.html
2026-07-20 22:01:34
每经AI快讯，当地时间19日晚，美国国务卿鲁比奥表示，尽管美军已连续第九晚对伊朗发动打击，但美国“仍对外交解决方案持开放态度”。鲁比奥称，美方将继续推动与伊朗实现长期和平，特朗普政府“仍然愿意通过外交途径解决问题”。他表示，美方已“直接”以及“通过其他国家的多个渠道”收到伊朗希望对话和谈判的信号，但美国目前的行动是“对伊方行为作出的回应”。（央视新闻）
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### [E0638] Reuters | 2026-07-20 15:25 UTC | 盘中
Mediators propose 10-day ceasefire to revive Iran-U.S. interim deal, senior Iranian official tells Reuters http://reut.rs/4b56vvX http://reut.rs/4b56vvX
URL: https://x.com/Reuters/status/2079226137285152945
Mediators propose 10-day ceasefire to revive Iran-U.S. interim deal, senior Iranian official tells Reuters http://reut.rs/4b56vvX http://reut.rs/4b56vvX

### [E0734] Reuters | 2026-07-20 15:49 UTC | 盘中
Here's why oil prices haven’t gone crazy, yet, despite five months of the US-Iran war https://reut.rs/4gJzucl
URL: https://x.com/Reuters/status/2079232183818920182
Here's why oil prices haven’t gone crazy, yet, despite five months of the US-Iran war https://reut.rs/4gJzucl

### [E1246] 财联社电报 | 2026-07-20 19:10 UTC | 盘中
财联社7月21日电，也门总统领导委员会主席表示，将于当地时间周一起推动恢复石油出口。
URL: https://www.cls.cn/detail/2431915
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2026年07月21日 03:10:15
财联社7月21日电，也门总统领导委员会主席表示，将于当地时间周一起推动恢复石油出口。
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### [E1299] Reuters | 2026-07-20 19:40 UTC | 盘中
Mediators propose 10-day ceasefire to revive Iran-U.S. interim deal, senior Iranian official tells Reuters http://reut.rs/4yvdW9F http://reut.rs/4yvdW9F
URL: https://x.com/Reuters/status/2079290292566430021
Mediators propose 10-day ceasefire to revive Iran-U.S. interim deal, senior Iranian official tells Reuters http://reut.rs/4yvdW9F http://reut.rs/4yvdW9F

### [E1543] 每日经济新闻快讯 | 2026-07-20 21:10 UTC | 收盘后
也门宣布恢复石油出口
URL: http://www.nbd.com.cn/articles/2026-07-21/4484065.html
2026-07-21 05:10:15
每经AI快讯，当地时间7月20日，也门总统领导委员会主席拉沙德·穆罕默德·阿里米宣布，也门将自当天起恢复石油出口，并将石油收入用于发放工资、改善公共服务、促进经济稳定，确保国家资源惠及全体人民。声明中，阿里米表示政府将采取一切必要措施恢复石油出口，维护经济稳定。此外，阿里米在声明中指责胡塞武装将也门卷入地区冲突，并再次呼吁胡塞武装控制地区民众支持国家建设。（央视新闻）
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### [E1583] Reuters | 2026-07-20 21:25 UTC | 收盘后
Iran to restore 100 million cubic metres of lost gas output in coming months, official says http://reut.rs/4yCHK4u http://reut.rs/4yCHK4u
URL: https://x.com/Reuters/status/2079316711384232437
Iran to restore 100 million cubic metres of lost gas output in coming months, official says http://reut.rs/4yCHK4u http://reut.rs/4yCHK4u

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