WTI原油突破97美元/桶，日內漲3.06%。WTI原油期貨日內走高2.00美元，現報96.48美元/桶，漲幅2.12%。

Higher oil prices driven by Middle East conflict could spur U.S. shale producers to increase drilling activity in the second half of 2026, adding more than 100,000 barrels per day by 2027, according to Citigroup Inc.. Analyst Scott Gruber estimates total shale growth could reach about 815,000 barrels per day by 2028, supported by stronger forward prices above $70 per barrel. While no producers have announced output increases, Citi expects potential rig additions if price trends persist, though not likely to be disclosed in upcoming earnings reports.

RUBIO: WE EXPECT THE IRAN OPERATION TO CONCLUDE AT THE APPROPRIATE TIME, WE ARE TALKING WEEKS, NOT MONTHS