FTSE 100 Live: Stocks to rise; oil higher as Trump rejects Hormuz deal

UK · 2026-09-28

1. Step 1 · The triggerTrump's rejection of a Strait of Hormuz deal raises Middle East supply risk, pushing crude oil prices higher.
2. Step 2 · Knock-onHigher crude prices lift earnings and valuations for FTSE 100 oil majors, raising the index.
3. Step 3 · Knock-onRising oil prices increase input costs for UK fuel-intensive companies, squeezing margins and potentially reducing demand.
4. Step 4 · Reaches youUK SMEs with high fuel or energy exposure see higher operating costs, pressuring profitability.

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: City A.M.

This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.