US forces struck an Iranian rocket site that was preparing to fire mines into the Strait of Hormuz, the first clash in over a month. Brent rose 1.4% to $89.30 a barrel in early Asian trade, and US futures fell. Analysts say renewed fighting could push energy costs higher and inflation with them. For a Thai SME, watch diesel, fuel surcharges and freight costs over the coming weeks, and avoid locking in cost assumptions based on the earlier calm. The US also plans more economic sanctions, including on a second bank dealing with Iran, which could affect trade payments.
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