Crude oil stockpiles look almost normal. The fuel that hauls your groceries is telling a very different story.

Oil has climbed above $100 a barrel as the war with Iran disrupts global energy markets, putting pressure on gasoline, transportation, food and other household costs.

The war with Iran revealed just how much influence the world’s biggest oil importer has over prices and other countries’ supplies of jet fuel, gasoline and diesel.

Bank of America raised its Brent oil price target to $95 and warned prices could top $150 if Iran war supply disruptions last into spring 2027.

Futures for Brent crude oil, the global benchmark, settled $3.83 higher, or 3.9%, at $103.08 a barrel, the biggest one-day gain since Sept. 10, according to Dow Jones Market Data. That rally also snapped a five-session losing streak,

Oil futures were gaining after falling the previous five sessions on optimism about oil flows out of the Middle East and renewed efforts to restart talks between the U.S. and Iran.

Satellite images show growing oil pollution as a result of the Middle East conflict, raising concerns for turtles, whales, reefs and mangroves.

Higher oil prices on Thursday are again weighing on U.S. equity-index futures. More expensive crude is sees as a tax on the consumer, can crimp corporate margins (outside of the energy sector, obviously),