Brent rose $6.42 to $107.63 and WTI rose $6.43 to $102.48 per barrel on 10 Sep 2026, after Houthis seized Yemen's Mocha port on 9 Sep. Fewer ships are transiting Hormuz (7 vs 12 the day before). Saudi exports via Yanbu recovered to 3.7m bpd in Sep from 3.2m in Aug. OPEC cut its 2026 demand growth forecast to 380,000 bpd, its fifth straight cut. For a Thai SME, expect pressure on diesel and fuel costs and on freight and transport surcharges; review fuel and shipping budgets and pricing for the coming weeks rather than assuming a quick reversal.