Brent rose to about US$97 a barrel, a six-week high, after Iran's parliament speaker threatened to hit regional energy infrastructure if the US strikes Iranian assets again. Saudi Aramco's Jazan refinery was attacked on 7 Sep and is under damage assessment. Tanker traffic through the Strait of Hormuz averaged about 10 ships a day over 10 days, the lowest since May 2026, and OPEC+ kept October output policy unchanged. For a Thai SME, expect diesel and fuel-linked costs to stay under upward pressure; review fuel surcharges, transport contracts and energy budgets this quarter.