WTI crude jumped nearly 2% at the open to $84.29/bbl; Brent rose 1.7% to $89.43/bbl. US forces struck an island in southern Iran in the early hours of Beijing time; Iran struck a US military base.

The Washington Post reports multiple U.S. military leaders told Defense Secretary Hegseth that extending large-scale operations against Iran is unsustainable and could weaken the U.S. military’s ability to counter other regional threats, including defending the homeland. The assessment prepared for Hegseth is recorded in the Aug. 14 edition of the Defense Secretary’s order book, which directs some U.S. forces in the Middle East to remain at least through September and others through 2027. Concern over potential further extensions prompted the warnings; commanders of U.S. European Command, U.S. Indo-Pacific Command, U.S. Southern Command and the senior Navy officer entered “do not agree” responses in the order book—signaling disagreement with extending deployments while still indicating they will carry out the orders, sources said.

美國財長貝森特：我們告訴銀行，擁有伊朗資金和支持伊朗政權是不可接受的。