- 美以對伊朗的襲擊已經引發在荷莫茲海峽的運輸干擾，
這可能會導致油價飆升。一些分析師表示，石油市場持續受到干擾， 可能會波及股市和債市。石油輸出國組織和結盟油國同意提高石油產 量，但沒有提及伊朗的衝突。 - 即時更新：川普週日警告稱，隨著美軍繼續對伊朗發動打擊，
可能會有更多美軍傷亡。他還稱伊朗希望與美國恢復談判。 英國將允許美國使用其軍事基地對伊朗進行「防禦性」打擊。 - 最高領袖哈梅內伊去世，令伊朗處於一個歷史性的緊要關頭，
該國不得不在應對美以大規模軍事行動以及國內持續發酵的動盪之際 ，艱難地進行權力過渡。
以色列和美國的軍事諜報機構一直在等待一個難得的機會：
這一天終於在週六到來了。
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· 伊朗安全部長阿里·拉里賈尼公開否認了有關德黑蘭尋求與美國對話的報道，並駁斥了有關雙方正透過中間人進行談判的說法。拉里賈尼在X網站上撰文稱，伊朗並未挑起衝突，這次行動屬於自衛。
拉里賈尼指責唐納德·川普將中東推入混亂，聲稱這位前總統的行動加劇了地區不穩定。他表示，川普的政策將“美國優先”變成了“以色列優先”，為了推進以色列的利益，將美軍置於危險之中。
此前，美國和以色列週末對伊朗目標發動空襲，導致緊張局勢急劇升級。以色列也對貝魯特發動攻擊，以回應據信由德黑蘭支持的真主黨襲擊，這加劇了人們對更大規模地區衝突的擔憂。
隨著危機蔓延至能源領域，全球市場正密切關注事態發展。分析師警告稱，霍爾木茲海峽是全球石油運輸的關鍵通道，任何對其造成的干擾都可能導致供應急劇緊張。
據報道，在伊朗向途經該地區的船隻發出警告後，主要能源公司和油輪營運商已暫停或更改了運輸路線。隨著局勢升級風險的上升，油價越來越容易受到地緣政治衝擊的影響，一些分析師表示，如果緊張局勢惡化，原油價格可能接近每桶100美元。
Iran’s security chief Ali Larijani publicly rejected reports that Tehran is seeking talks with the United States, pushing back on claims that negotiations were being explored through intermediaries. Writing on X, Larijani said Iran did not initiate the conflict and is acting in self defense.
Larijani accused Donald Trump of driving the Middle East into chaos, claiming the former president’s actions had escalated regional instability. He said Trump’s policies turned “America First” into “Israel First” and put U.S. troops at risk to advance Israeli interests.
The comments come as tensions spike following U.S. and Israeli strikes on Iranian targets over the weekend. Israel also launched attacks on Beirut in response to a Hezbollah strike believed to be backed by Tehran, widening fears of a broader regional conflict.
Global markets are watching closely as the crisis spills into energy concerns. Analysts warn that any disruption to the Strait of Hormuz, a key route for global oil shipments, could sharply tighten supply.
Major energy firms and tanker operators have reportedly paused or rerouted shipments after Iran issued warnings to vessels transiting the area. With escalation risks rising, oil prices are increasingly exposed to geopolitical shock, and some analysts say crude could approach $100 per barrel if tensions worsen.
對整個產業而言，這場衝突意味著成本上升和需求下降。然而，這場動盪也可能提振部分航空公司的業績：
For the industry as a whole the conflict means higher costs and lower demand. Yet the turmoil could give some airlines a boost: https://econ.st/4r1XCIx
