ドナルド・トランプ氏がイランの和平案を拒絶したことを受け、原油価格が急騰し、世界市場に波紋を広げている。この事態を受け、インドではルピーが過去最安値を更新し、株式市場も下落した。先週、米イラン間で交わされた銃撃戦によって、かろうじて維持されていた停戦が崩壊したばかりであった。
米イラン間の対話決裂を受けてトレーダーが反応し、原油価格は1バレル100ドルを突破した。ウェスト・テキサス・インターミディエイト（WTI）は98ドル台を維持しており、広範なエネルギー市場では湾岸地域からの短期的な供給安定への期待が後退し、価格に織り込まれている。今回の拒絶は、米軍がイランと銃撃戦を繰り広げ、トランプ大統領が4月に延長した停戦合意が破綻した数日後のことである。
X（旧Twitter）では、トランプ氏によるイランの和平案拒絶後の原油価格急騰を受けて、株式や通貨市場がネガティブに反応したとの投稿が相次いだ。一部の投資家はエネルギー株の上昇や押し目買いの好機と捉える一方、インフレリスクや利上げの可能性を指摘する声も上がった。また、長期化する紛争への懸念や、外交的失敗に対する宗教的解釈を含む懐疑的な意見も見られた。
Energy stocks are priced as if Trump and Xi will strike an Iran deal at their summit.
— James (@varahacap) 2026年5月12日
Even so, inventory rebuilding + growth acceleration should lift oil’s price floor to ~$80 (from $60 at the start of the year).
Struggling to find a reason not to keep buying the tdips.🤔
Markets are open. Gold pulled back below $4,700 after Trump rejected Iran’s peace proposal over the weekend, calling it “totally unacceptable.” DXY is holding steady around 98.
— investizo (@investizoglobal) 2026年5月12日
Big one today: April CPI drops at 8:30 AM ET. Street expects 3.7% headline and 2.7% core. With oil… pic.twitter.com/gjkXaBvjCN
US and European futures fell as oil rose (Brent ~$105,
— OutSmarting Markets (@itradeph) 2026年5月12日
WTI ~$99) after Trump said the Iran ceasefire was on “massive life support" pic.twitter.com/cjUDjOfvvf
The Headline: Diplomatic efforts to end the war with Iran have hit a wall. President Trump rejected the latest counterproposal as "TOTALLY UNACCEPTABLE," leaving the Strait of Hormuz closed and oil prices surging as the world waits for a "strongman" to break the tie.
— Kal-El (@SpikeDiet) 2026年5月12日
The…
President Trump has rejected Iran’s latest peace proposal, branding it "totally unacceptable" and declaring the ceasefire on "life support." Iran, demanding sovereignty over the Strait of Hormuz, has threatened new attacks.
— TRENDS (@TrendsDotGlobal) 2026年5月12日
Global oil prices have surged roughly 3%. pic.twitter.com/klw88DdMQk
AIによるレポート AIによって生成された画像
Crude oil prices have climbed above $110 per barrel—up 20% in days and over 50% since the war began—as the US-Israel conflict with Iran persists into its second week, fueling fears of prolonged supply disruptions in the Persian Gulf. Asian markets tumbled, while US President Donald Trump called the spike a 'necessary sacrifice' for security.
Oil prices rose on Monday after U.S. President Donald Trump and Iran threatened to attack energy facilities in the Middle East. Brent crude futures climbed to $113.20 a barrel, while U.S. West Texas Intermediate reached $98.85.
AIによるレポート
Crude oil prices have rocketed above $115 a barrel after the US and Iran exchanged fire, shattering a fragile ceasefire amid weeks of escalating tensions. Following stalled April peace talks, naval blockades, and ship seizures in the Strait of Hormuz, the clash has intensified fears of broader Middle East conflict, threatening global energy supplies and stoking market volatility.
Oil prices have surged past $90 a barrel a week after the US and Israel launched major attacks on Iran, escalating into a Middle East war. The conflict has stranded oil shipments in the Persian Gulf and damaged key facilities, disrupting supplies. Consumers globally face higher gasoline and diesel costs as a result.
AIによるレポート
Crude prices briefly fell after reports that the International Energy Agency would release oil reserves, but rebounded as markets doubted the plan would proceed to offset supply shocks from the US-Israeli conflict with Iran. The proposed drawdown would exceed the 182 million barrels released in 2022. Brent and West Texas Intermediate prices rose by session's end.
Oil prices continued their sharp rise toward $100 per barrel on the eighth day of the Israel-US-Iran conflict, heightening fears of supply disruptions via the Strait of Hormuz. Building on last week's surges amid initial strikes, the escalation is fueling global market volatility, with Indian equities facing elevated inflation risks from oil import dependence.
AIによるレポート
With Brent crude already past $100 due to prior Iranian attacks and Strait of Hormuz issues, escalating US-Iran tensions now raise worst-case fears of $200 per barrel oil prices. India's stock markets have plunged, hitting oil firms hardest, amid risks of wider deficits, rupee weakness, and inflation.