US Central Command said it struck Iranian air-defence and naval facilities in response to an attempted mining incident in the Strait of Hormuz. Crude prices have climbed through the week, reaching their highest level in more than a month, as markets price in a prolonged disruption to exports rather than a quick de-escalation. Traders are focusing on how the standoff may unfold, including the scale of a US naval blockade around Iranian ports and the risk of further mining attempts in the strait.

A technical glitch has delayed the EIA’s release of U.S. oil production data, leaving traders and policymakers without the government’s most detailed official readings for at least several weeks. The gap covers U.S. crude output, imports, exports and state-level production. With the Strategic Petroleum Reserve at a 44-year low and Strait of Hormuz shipping still disrupted by the U.S.-Iran conflict, the missing data is seen as especially important. The Weekly Petroleum Status Report will continue to provide top-line inventory and supply figures, so the market will still have broad guidance.