◂ 이벤트 타임라인

2026. 3. 12.지정학중동

Brent Oil Tops $100 as Persian Gulf Disruption Hits Global Supply

Brent crude settled up sharply, rising about 9.7% to $95.73 and trading above $100 as multiple vessel attacks across the Arabian Gulf widened Iran's maritime disruption beyond the Strait of Hormuz. The move marked the highest level in almost a long stretch.

중요한 이유

Disruption to Gulf tanker traffic tightens crude supply and lifts energy costs, which raises biofuel feedstock values and pushes up freight and fuel expenses for feed producers. Higher energy prices also tend to support soybean oil and vegetable oil prices.

영향 대상원유 (Brent)▲원유 (WTI)▲ULSD / 디젤▲대두유▲팜유▲

출처 1건
bloomberg.comMia Gindis, Charles Gorrivan2026. 3. 12.

가격 반응 및 이력

원유 (Brent)▲상승현재까지1d +10.9%5d +23.1%20d +16.8%

과거 상승 지정학 이벤트 656건 이후, 원유 (Brent)은 5거래일 동안 중앙값 +1.9% 변동(상승 63%; 중간 50% 범위 -2.7%~+6.6%), 20거래일 동안 +0.7%.

2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+31.0%
2026. 4. 1.How the Iran War Is Disrupting Global Oil and Gas Supply-12.2%
2020. 2. 1.Oil Pares Gains as Plentiful Supply Tempers Libya Disruption-6.0%
2020. 4. 2.Oil Leaps on Potential Global Output Cuts, Though Doubts Persist - Bloomberg+49.5%
2022. 3. 20.Oil Surges On Growing Supply Fears as EU Considers Russian Ban - Bloomberg+9.5%

원유 (WTI)▲상승현재까지1d +10.0%5d +10.6%20d +13.9%

과거 상승 지정학 이벤트 626건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +2.1% 변동(상승 62%; 중간 50% 범위 -2.3%~+8.5%), 20거래일 동안 +1.6%.

2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+35.6%
2023. 3. 27.Oil Holds Surge as Supply Disruption Adds to Market Optimism - Bloomberg+9.3%
2026. 4. 1.How the Iran War Is Disrupting Global Oil and Gas Supply-6.6%
2020. 2. 1.Oil Pares Gains as Plentiful Supply Tempers Libya Disruption-2.4%
2020. 4. 2.Oil Leaps on Potential Global Output Cuts, Though Doubts Persist - Bloomberg+23.3%

ULSD / 디젤▲상승현재까지1d +5.7%5d +15.3%20d +5.9%

과거 상승 지정학 이벤트 250건 이후, ULSD / 디젤은 5거래일 동안 중앙값 +1.7% 변동(상승 58%; 중간 50% 범위 -3.6%~+8.7%), 20거래일 동안 +0.9%.

2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+36.4%
2018. 9. 29.Brent hits 4-year high as U.S. sanctions on Iran tighten supply+1.6%
2026. 9. 15.US diesel prices hit new all-time high amid global supply disruptions, strong demand | S&P Global-1.7%
2026. 10. 2.Oil Rises as Mideast Tensions Sustain Supply-Disruption Fears+8.4%
2022. 3. 1.WTI Tops $103 as Supply Fears Persist - TT+33.1%

대두유▲상승현재까지1d +0.2%5d -5.5%20d -1.7%

과거 상승 지정학 이벤트 110건 이후, 대두유은 5거래일 동안 중앙값 +1.8% 변동(상승 65%; 중간 50% 범위 -0.7%~+3.6%), 20거래일 동안 -0.4%.

2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+4.6%
2026. 7. 8.Soybean Oil Hits Three-Week High as US-Iran Ceasefire Dissolves - Bloomberg+7.3%
2026. 3. 3.Global oil and gas prices soar as Iran crisis disrupts shipping, production | Reuters+1.0%
2026. 3. 5.Asia refining margins rocket to highest in nearly 4 years on Hormuz supply disruption | Reuters+1.2%
2022. 3. 23.Russian Invasion Deals Another Blow to Oilseed Supply | CZ app-1.5%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

연관 가격 변동

원유 (Brent)+12.5%1개 기간 · 2026. 3. 12.까지4.0σ
Same-day Brent surge of about 9.7% to $95.73 as vessel attacks widened the Gulf maritime disruption beyond Hormuz, directly explaining the move.
원유 (Brent)+29.8%5개 기간 · 2026. 3. 18.까지4.8σ
Brent rose ~9.7% to $95.73 and traded above $100 on March 12 as vessel attacks widened the Gulf disruption, directly adding to the 5-day gain.
ULSD / 디젤+18.8%5개 기간 · 2026. 3. 17.까지3.2σ
Brent topped $100 on Mar 12 as vessel attacks widened the maritime disruption beyond Hormuz, raising crude and diesel costs in the window.
ULSD / 디젤+17.6%5개 기간 · 2026. 3. 15.까지3.2σ
Brent rose about 9.7% and topped $100 on March 12 as vessel attacks widened the Gulf disruption, a direct crude input to ULSD.

원유 (Brent) BRENT · GP ▸

——— · ·

원유 (WTI) WTI · GP ▸

——— · ·

불러오는 중…