--- title: "Oil Shock: Iran Issues Ultimatum to US over Strait of Hormuz, Brent Prices Surge" description: "🛢️ Brent oil prices rose 1.2% to $84.58 amid Iran's ultimatum. Tehran issued 7 hardline demands to the US to open the Strait of Hormuz, including troop withdrawal and sanction removal. Houthis are blocking Bab el-Mandeb and attacking Saudi Arabia. Trump is preparing a 'victory' statement if the strait opens. 📉🚀 #Oil #Iran #Trump #Economy" date: 2026-08-09T23:50:00.000Z lang: en url: https://xab.info/en/posts/oil-shock-iran-issues-ultimatum-to-us-over-strait-of-hormuz-brent-prices-surge tags: [oil-prices, iran-us-conflict, ormuz-strait, brent-crude, donald-trump, houthi-attacks] publisher: "XAB.info" --- # Oil Shock: Iran Issues Ultimatum to US over Strait of Hormuz, Brent Prices Surge ![Oil rig and storage tanks at sunset: symbol of energy crisis amid Iran’s ultimatum to US over Strait of Hormuz](https://xab.info/media/2026/08/10/neftyanoy-shok-iran-vydvinul-ssha-ulitimatum-po-ormuzskomu-prolivu-tseny-na-brent-vyrosli/neftyanoy-shok-iran-vydvinul-ssha-ulitimatum-po-ormuzskomu-prolivu-tseny-na-brent-vyrosli-1.webp) Energy markets reacted with a sharp rise in oil prices against the backdrop of escalating tensions in the Persian Gulf. By the evening of Sunday, August 9, 2026, the benchmark Brent crude futures jumped by more than 1.2%, reaching $84.58 per barrel. The American WTI benchmark also showed steady growth, adding 1.1% and settling at $79.28 per barrel. The impetus for this movement came from hardline statements from Tehran, which has effectively closed the door to peace talks with Washington in the current format. ### Tehran's Ultimatum: Seven Conditions to Open the Strait Iranian authorities officially stated that the deal with Oman, discussed earlier, is not a sufficient guarantee for resuming full operations in the Strait of Hormuz — a key hub for global hydrocarbon trade. Instead, Iran presented the US with a list of stringent demands, without which shipping in the region will remain blocked. This list includes: the immediate cessation of all US military attacks on Iranian territory and its regional allies, the lifting of the blockade on Iranian ports, and the complete withdrawal of US troops from areas surrounding Iran. In addition to military conditions, Tehran demands the lifting of all existing US sanctions, the unfreezing of Iranian assets under Western control, and compensation for military damage. These demands effectively put an end to the idea of a quick de-escalation of the conflict, as they contradict Washington's current strategy. ### Double Blow to Logistics: From Hormuz to Bab el-Mandeb The situation in the markets is exacerbated not only by political statements but also by real physical obstacles to oil transportation. Delivery delays have been worsened by the actions of Houthi rebels, supported by Iran, who have effectively blocked the Bab el-Mandeb Strait. This waterway, connecting the Gulf of Aden and the Indian Ocean with the Red Sea, is critical for delivering oil from East Africa and the Middle East to Europe. Furthermore, the Houthis launched a direct attack on a Saudi oil refinery located on the Red Sea coast. These incidents create a 'bottleneck' effect, forcing traders to factor a significant risk premium into prices for potential supply disruptions. ### Washington's Position: Trump Paving the Way for a 'Victory' Against the backdrop of Tehran's demands, the US is formulating its own strategy to exit the crisis. According to The Wall Street Journal, US President Donald Trump has been preparing the ground in recent weeks to declare victory in the war with Iran. The main condition for such a statement by the US leader is the full opening of the Strait of Hormuz. Notably, according to sources, Trump was ready to end the active phase of the war even without signing a new agreement on Iran's nuclear program, betting on the restoration of logistics as the top priority. ### Contradictory Data While official statements from Iran speak of a complete refusal to negotiate and make hardline demands, sources in the energy sector (specifically, data published in early August) indicate that Iran continued to secretly export oil through the Strait of Hormuz despite the declared blockade. This creates a paradoxical situation: on the one hand, Tehran uses the strait as a lever of pressure, while on the other, it continues to use it for its own economic needs. The gap between the rhetoric of 'closing' the strait and actual oil flows creates uncertainty for analysts trying to forecast long-term prices. ## 🔍 Fact-Check Verification - [Иран тайно вывозил нефть через Ормузский пролив - СМИ](https://korrespondent.net/business/economics/4894176-yran-taino-vyvozyl-neft-cherez-ormuzskyi-prolyv-smy) - Использован для блока 'Противоречивые данные' (факт тайных поставок). - [Цены на нефть выросли из-за требований Ирана к США](https://novosti.ua/politics/iran-vydvinul-trebovaniya-ssha-po-ormuzskomu-prolivu-tseny-na-neft-vyrosli) - Подтверждает рост цен и выдвинутые Ираном требования. - [Цены на нефть Brent подскочили на 8% и превысили $80 за баррель](https://www.rbc.ru/quote/08/07/2026/6a4e6a589a7947288536e949) - Подтверждено по источнику rbc.ru - [Пока идут американо-иранские взаимные удары, цены на нефть не станут снижаться](https://www.finam.ru/publications/item/poka-idut-amerikano-iranskie-vzaimnye-udary-tseny-na-neft-ne-stanut-snizhatsya-20260717-1150/) - Подтверждено по источнику finam.ru