On 30 Sep, UKMTO reported three ships, including one crude tanker, were attacked in the Strait of Hormuz, raising fears over Middle East supply. West Texas crude rose to US$90.42/bbl (+1.04) and Brent to US$103.53/bbl (+0.94). Goldman Sachs estimates Gulf oil exports, including dark and ship-to-ship flows, recovered to about 23.3m bbl/day, which may cap the rise. For a Thai SME, this signals that diesel and fuel costs could stay volatile. Review fuel budgets and delivery surcharges, and watch the pump price for the coming weeks.