Crude Oil Prices Rise on February 11, as Iran‑Related Tensions Outweigh US Inventory Surge

Crude oil prices increased as traders evaluated rising geopolitical risks linked to Iran alongside a marked build‑up in US crude inventories. The market focused on reports that the US may seize tankers carrying Iranian crude, while discussions on Iran’s nuclear programme continued to draw scrutiny.

Industry data showed a substantial rise in American stockpiles, adding another layer of complexity to the trading environment. The combination of regional tensions and supply updates kept crude benchmarks firmly in focus for global market participants.

Heightened Geopolitical Tensions in The Middle East

Reports indicated that the US was considering seizing tankers transporting Iranian crude, prompting concerns about heightened instability in the Middle East. Traders also assessed the possibility of an additional US aircraft carrier strike group being deployed to the region if nuclear negotiations with Iran falter.

These developments added pressure to an already sensitive geopolitical environment, influencing crude price movements. Market participants monitored ongoing diplomatic efforts closely as any deterioration could disrupt regional oil flows.

Iran’s Nuclear Negotiation Context

Crude prices have been supported this year by geopolitical uncertainties, particularly those linked to negotiations over Iran’s nuclear programme. Initial discussions have reportedly shown some positive indications, but traders remain alert to the risks of stalled talks.

Concerns persist that a breakdown in negotiations may result in US military action, which could significantly affect oil exports from Iran, a major OPEC producer. Any such escalation could also invite retaliatory measures, further amplifying risks to global supply stability.

US Inventory Surge and Market Fundamentals

The American Petroleum Institute reported that US crude inventories increased by 13.4 million barrels last week. If validated by official government data, this would represent the largest weekly surge since November 2023.

Despite this significant stock build, crude prices continued to edge higher due to overriding geopolitical concerns. The contrasting signals from supply data and geopolitical tensions created a complex market environment for traders.

Read More: Stocks to Watch on Feb 11, 2026.

Conclusion

Oil prices moved higher as geopolitical tensions overshadowed a sharp rise in US inventories. Traders balanced regional security concerns with domestic supply indicators, maintaining a cautious stance.

Diplomatic engagements and upcoming market reports are expected to remain key influences in the near term. The overall environment reflects the delicate balance between geopolitical risks and fundamental supply‑demand dynamics.

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