Brent rose to about US$100.58 and West Texas to about US$89.44 per barrel on 6 Oct 2026 after UKMTO reported 9 attacks on shipping lanes in the conflict zone in Oct. Middle East exports are around 16.5 million barrels/day, but only about 60% pass the Strait of Hormuz versus 83% before the conflict. Aramco's CEO says global inventories have fallen from about 10bn to under 6bn barrels, with only about 10% immediately usable, so the market stays fragile. For a Thai SME, expect continued pressure on diesel and fuel costs, transport and energy surcharges; review fuel budgets and pricing with suppliers now.