(Source: Jiemian News 2026-04-13)

With transportation in the Strait of Hormuz once again disrupted, the A-share oil and gas sector collectively rose sharply.

In the afternoon of April 13, the A-share oil and gas sector rose strongly. As of the afternoon close, Blue Flame Holdings was trading at the daily limit, Intercontinental Oil and Gas rose by more than 6%, and Shohua Gas, Zhun Oil, Bakken Energy, Zhongman Petroleum, etc. followed suit.

On April 12, local time, the price of WTI crude oil in New York once rose by more than 9%, reaching 105.52 US dollars per barrel. As of press time of Jiemian News, its price was US$104.22/barrel, an increase of 7.92%; London Brent crude oil price reached US$102.02/barrel, an increase of 7.16%.

The surge in international oil prices is related to the renewed escalation of the confrontation in the Strait of Hormuz. According to CCTV News, on April 13, local time, British news showed that after US President Trump announced on the social media platform that the United States would impose a blockade on the Strait of Hormuz, "all traffic" in the Strait has been stopped.

It is reported that the blockade has lasted for several hours. Details show that before Trump announced the "blockade order", the number of oil tankers passing through the Strait of Hormuz increased slightly on the 11th. Although the shipping volume in the strait decreased on the 12th, it was still passable. However, "all traffic appeared to have stopped after Trump announced the naval blockade," and at least two ships that had been heading out of the strait have turned around.

Trump posted on social media on April 12 that the U.S. Navy would immediately begin blocking any ships from entering or leaving the Strait of Hormuz. "At a certain stage, we will achieve a state of 'allowing all (ships) in and out', but Iran is blocking this process on the grounds that 'there may be a mine somewhere,' and only they know about the mine."

Trump said: "I have also ordered our Navy to search and intercept every ship in international waters that has paid tolls to Iran. Anyone who pays illegal tolls will not be allowed to pass safely on the high seas."

The Iranian military warned on April 12 that any military vessel attempting to approach the Strait of Hormuz under any name or excuse will be regarded as a violation of the ceasefire agreement and will be severely punished.

Goldman Sachs previously said that if the Strait of Hormuz remains closed for another month, Brent crude oil prices may average more than $100 per barrel throughout 2026. If the shutdown lasts longer and production in some areas is damaged, the oil price forecast will be further raised, with Brent crude oil prices likely to average US$120 per barrel in the third quarter and about US$115 per barrel in the fourth quarter.

Dong Xiucheng, Executive Dean of China International Carbon Neutrality Research Institute, w88 casinoIt has also been said that if the conflict continues to expand, the Strait of Hormuz continues to be blocked, the global supply gap exceeds 15 million barrels per day, and the oil price rises to more than 150 US dollars, global inflation will inevitably get out of control, and many countries around the world may have to initiate oil product rationing controls, and the energy market and economic order will face violent shocks.

Galaxy Securities pointed out that while the recurrence and uncertainty of subsequent trends cannot be ruled out, it is still necessary to focus on the impact of crude oil price trends on market sentiment and trading structure.

Galaxy Securities recommends paying attention to three major sectors. First, in repeated games, we can still pay attention to the energy and alternative demand sectors, pay attention to coal, coal chemicals, new energy, shipping ports, oil and gas, etc.; pay attention to the repair space of the non-ferrous metals (precious metals, small metals) sector. The second is to focus on defensive assets, such as finance (banks), public utilities, transportation, etc. The third is to focus on technological innovation and independent controllable sectors, focusing on power equipment, energy storage, storage, semiconductors, computing power, communication equipment, etc. The consumer sector focuses on agriculture, forestry, animal husbandry, fishery, food and beverages, and household appliances. If there are signs of easing in subsequent conflicts, we can focus on laying out recovery opportunities for oversold sectors in the early stages.

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