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.🤔
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
President Donald Trump announced a two-week suspension of attacks against Iran, conditioned on reopening the Strait of Hormuz. WTI crude prices fell over 17% to US$93 per barrel, while Brent dropped to US$103.43. The move follows a 10-point Iranian proposal and talks with Pakistan.
Oil prices dipped as investors awaited developments on the Iran ceasefire and President Trump's summit with China's Xi Jinping. Brent crude futures fell to $106.95 a barrel while WTI futures reached $101.52.
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.
Crude oil prices dipped on June 4 following a ceasefire between Israel and Lebanon that raised hopes for easing U.S.-Iran tensions.
AIによるレポート
Global markets reacted optimistically to a two-week truce announcement between the United States and Iran, boosting stocks and bonds while oil prices plunged. President Donald Trump confirmed a regime change in Iran and talks on sanctions relief. In Argentina, the country risk index dropped below 570 basis points.
Building on last week's surge past $100, crude oil prices crossed $110 per barrel on April 29 for an eighth straight session. The rally intensified on reports of possible U.S. plans to extend the naval blockade on Iranian ports, heightening fears of prolonged Middle East supply disruptions via the Strait of Hormuz.
AIによるレポート
Asian equities pulled back from record highs amid mixed signals on US-Iran talks. Crude oil prices climbed with ongoing disruption in the Strait of Hormuz. The dollar rose while Treasuries fell as market sentiment weakened.