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Gas Prices Climb Back Toward $4 as U.S.–Iran Fighting Resumes

Renewed combat has tightened oil flows through key shipping routes and left pump and diesel prices vulnerable to further swings.

Overview

  • U.S. average regular gasoline has risen back toward $4 per gallon after fighting between U.S. forces and Iran resumed this week, reversing earlier summer declines.
  • Diesel has also jumped, with national averages returning to about $5 per gallon as crude benchmarks and retail pump prices both moved higher.
  • Traders and analysts point to fears about shipments through the Strait of Hormuz and damaged ports, plus mine threats and insurance and crew hurdles, as the main forces tightening supply.
  • The price rebound heightens political risk for President Donald Trump and Republicans because research shows small increases in gas prices can lower presidential approval and sway voters ahead of midterms.
  • Households already feeling strain are likely to see weekly budget pressure rise and markets could remain volatile until tanker transits and port operations stabilize, which could take weeks or longer.