Oil rallied on the 23rd. At the close, NYMEX September light crude rose $5.36 to $92.19/bbl (+6.17%); ICE Brent September added $6.62 to $100.69/bbl, its first close above $100 since May (+7.04%).

Phillip Nova analyst Priyanka Sachdeva said in a note that sustained escalation could push Brent to $100/bbl. She said the market currently faces logistics risk rather than direct crude losses, but persistent attacks could erase that distinction rapidly. The biggest energy-market risk is simultaneous, prolonged disruptions in the Bab al‑Mandeb and the Strait of Hormuz; if that occurs, flexibility to reroute cargoes would be very limited and shipping interruptions could quickly feed into broader inflationary pressure.

上海黄金交易所黄金T+D 7月23日（周四）晚盘收盘下跌2.05%报882.1元/克； 上海黄金交易所白银T+D 7月23日（周四）晚盘收盘下跌3.82%报14058.0元/千克。