美国共和党参议员格雷厄姆：若无协议，特朗普考虑夺取哈尔克岛是正确的。

Traffic through the Strait of Hormuz has been disrupted since late February after US and Israeli airstrikes on Iran, cutting shipments from Gulf states. Kpler data show the US was India’s largest supplier of LNG and LPG in May: Washington sent 630,000 tonnes of LPG to India in May, roughly 60% more than the 380,000 tonnes India imported from all Gulf countries combined. The US also exported 900,000 tonnes of LNG to India in May — over 40% of India’s demand and three times April volumes. Kpler chief research analyst Sumit Ritolia said US‑India energy trade will increasingly focus on gas, with US shale resources and expanding export infrastructure giving Washington an advantage as India seeks to diversify supplies.

The Washington Post reported oil and gas executives warned the White House that gasoline prices could rise sharply in coming months as commercial and government fuel stocks fall to very low levels. Industry officials said inventories that have tempered price moves are being rapidly drawn down and some stocks could be exhausted within weeks, coinciding with the US summer driving season. Executives warned the squeeze would make it harder for the Trump administration to rein in inflation. Rapidan Energy Group founder Bob McNally said White House officials are broadly aware and industry concern about summer oil-price upside is widespread.