Goldman Sachs said recent attacks have increased uncertainty over Gulf oil exports and, should the situation escalate materially, could raise near-term upside risk to oil prices.

Early hours of July 13 local time, Bahrain again sounded air‑defence alerts. Iranian media reported drones and missiles were launched from multiple locations inside Iran in a large retaliatory strike against U.S. military targets in the Gulf, reportedly aimed at positions identified after U.S. military movements over the past 48 hours.

Ukraine President ZELENSKIY is considering replacing the prime minister as part of a political-strategy shift and may nominate the head of the state oil and gas company, Serhiy Kolyetsky, or former prime minister and current energy minister Denys Shmyhal. ZELENSKIY met both candidates and has asked incumbent Prime Minister Yuliia Svyrydenko to take responsibility for new strategic partnership work. He said winter preparedness is a top priority and called for accelerated transformation of state-owned enterprises.