Global oil prices have surged past $100 per barrel for the first time since July, driven by escalating tensions between Iran and Western nations and growing concerns over supply chain disruptions. The spike follows a series of geopolitical developments, including Iran's increased regional activity and potential sanctions threats, which have raised fears of a potential supply crisis. Market analysts warn that the situation could lead to further price volatility, with some predicting a potential 20% increase in oil prices within the next six months. The International Energy Agency (IEA) has called for increased cooperation between major oil producers to stabilize the market, while also highlighting the need for diversification of energy sources to mitigate future risks. The price surge has had a significant impact on global economies, with transportation and manufacturing sectors facing higher costs. Governments are now under pressure to balance energy security with economic stability, as the situation continues to evolve. The situation underscores the complex interplay between geopolitics and energy markets, with the potential for further disruptions in the coming months.

Iran-backed Houthis have launched coordinated attacks on four Saudi Arabian cities, including Khamis Mushait, Abha, Najran, and Jazan, in what appears to be a significant escalation of the Middle East conflict. The attacks, which involved drones and missiles, resulted in over 70 casualties and damaged critical oil infrastructure, including Saudi Aramco facilities. The strikes come amid heightened tensions between Iran and the United States, with both sides exchanging fire in the Gulf region. Global oil prices have surged past $99 per barrel, reflecting concerns over supply disruptions and geopolitical instability. Saudi authorities confirmed that women and children were among the injured, indicating the scale of the attacks. This marks one of the largest assaults on Saudi territory since the conflict began in February 2023. The Houthis, who control most of Yemen, have declared a broad operation deep into Saudi territory, further complicating regional security dynamics. Analysts warn that the escalation could lead to broader regional instability, with implications for global energy markets and international relations.

The Canadian dollar strengthened to nearly a three-week high against the U.S. dollar on Tuesday as investors shifted focus from escalating trade tensions between Canada and the U.S. to rising oil prices. The loonie climbed 0.2% to 1.3790 against the greenback, reaching its strongest intraday level since August 21. Canada’s retaliatory tariffs on U.S. goods took effect overnight, intensifying an 18-month-old trade war. Prime Minister Mark Carney urged a shift away from the U.S., while U.S. President Donald Trump threatened to block Bombardier’s exports unless it manufactured in the U.S. Analysts noted markets are increasingly ignoring tariffs, with the Canadian dollar remaining tied to oil prices. Recent data showed Canada lost 41,700 jobs in August, though the unemployment rate held steady at 6.4%. The Bank of Canada stated new U.S. tariffs would have limited impact, while Middle East tensions raised inflation risks. U.S. crude oil futures hit a three-month high at $94.73 amid attacks on Saudi energy facilities. Canadian bond yields rose slightly, with the 10-year note up 2.3 basis points to 3.802%.

La inflación mayorista argentina registró una desaceleración al 0,8% en julio, un dato menor al registrado en junio (1,2%). Esta baja se debe principalmente a las reducciones en los precios de los combustibles, que marcan el inicio de una posible estabilización en la inflación. El Índice de Precios al Productor (IPP) mostró una disminución en sectores clave como energía y transporte, aunque persisten presiones en alimentos y servicios. Este descenso podría influir en las decisiones del Banco Central de la República Argentina (BCU) sobre tasas de interés. Sin embargo, el desafío sigue siendo alto por la volatilidad del dólar y la incertidumbre global. Las provincias con mayores aumentos de precios continúan afectando a sectores vulnerables, lo que exige políticas públicas para mitigar impactos sociales. La evolución de los precios en el mercado mayorista sigue siendo un indicador clave para prever la dinámica económica del país.

El precio del petróleo registró una caída significativa tras el anuncio del presidente estadounidense Donald Trump sobre la suspensión de ataques contra Irán y la iniciación de negociaciones diplomáticas. El barril de Brent cayó 5.1% a $83.40, mientras que el WTI bajó 6.2% a $79.46. Trump aseguró que las conversaciones iniciarían la tarde del lunes, aunque no especificó detalles. Irán negó las negociaciones con EE.UU., afirmando que solo mantiene contactos con Omán sobre el estrecho de Ormuz. El conflicto por el control de esta ruta marítima sigue siendo un punto crítico entre ambos países, con tensiones que afectan los precios globales del petróleo. Analistas destacaron la importancia del diálogo para evitar escaladas y garantizar el comercio internacional de hidrocarburos.

Los comerciantes y analistas del petróleo advierten que el mercado global de petróleo está a solo 4 semanas de alcanzar su 'punto de resistencia', momento en el cual el cierre del estrecho de Ormuz reducirá las reservas globales por debajo de niveles críticos, lo que podría llevar a un aumento considerable del precio a 150-200 dólares por barril.