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Oil prices reversed course to drop in early Asia trading as traders assess President Donald Trump's statements on ending the war in Iran. Trump told his aides that he was willing to end U.S. operations against Iran even if the Strait of Hormuz remained shut, as forcing Tehran to reopen the oil chokepoint could extend the conflict, The Wall Street Journal reported late Monday stateside. The West Texas Intermediate futures for May delivery reversed gains, dropping 0.72% to $102.14 a barrel as of 10:31 p.m. ET. May futures for Brent crude also pulled back, declining 1% to $111.55 a barrel. Trump had earlier threatened to expand attacks to Iran's civilian energy infrastructure, including water desalination plants, if Tehran failed to reopen the Strait of Hormuz. Trump said Monday that if Tehran didn't re-open the Strait of Hormuz and agree to a peace deal for ending the war, "we will conclude our lovely 'stay' in Iran by blowing up and completely obliterating" electricity plants, oil facilities, and "possibly" desalination infrastructure, according to a Truth Social post. Iran war has entered its fifth week with hostilities escalating across the region. Tehran hit a fully laden Kuwaiti oil tanker in the anchorage area of Dubai's port earlier Tuesday. "Authorities in Dubai continue firefighting operations in response to the incident involving a Kuwaiti oil tanker," according to a social media post from the Dubai government, adding that no injuries have been reported. Trump has regularly vacillated between hailing talks with Iran as productive and warning that he's prepared to order more military forces to the region. He told reporters on Monday that Tehran agreed to "most of" the 15-point ceasefire proposal put forth by the U.S. while Tehran has publicly rejected the terms and responded with conditions of its own, including maintaining control over the Strait of Hormuz. Trump has also reportedly weighed the option of sending in ground forces to seize Kharg Island, a major fuel hub that facilitates 90% of Iran's crude exports. Shipping traffic through the Hormuz waterway, which typically carried a fifth of global seaborne oil shipments before the conflict, has virtually ground to a halt since the war began on Feb. 28. Experts warn that a potential ground operation to seize the Kharg Island could risk raising U.S. casualties and extending the war's cost and duration. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and more info about our products and services. © 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Data also provided by

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