布倫特原油向上觸及103美元/桶，日內漲2.23%。

俄羅斯外交部發言人就北極問題表示：西方正在對我們的安全構成威脅。

Morgan Stanley global chief economist Seth Carpenter said oil prices above $125 per barrel would mark a fundamental shift, forcing demand destruction to match constrained supply. He outlined scenarios of oil returning to $65–70, stabilizing near $100, or spiking to $125–140 amid Strait of Hormuz disruptions. Seth Carpenter noted the U.S. could withstand $100 oil but warned higher gasoline prices would hit lower-income consumers and lift inflation. He also cautioned that broader supply chain disruptions could trigger shortages, stressing the difference between higher prices and physical unavailability.