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Tuesday 08 September 2026 6:30 am  |  Updated:  Tuesday 08 September 2026 7:04 am

FTSE 100 Live: Stocks to drop as oil rises on new Hormuz sanctions

By: Felix Armstrong and Samuel Norman

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Large cargo ship YEKTA S with NYK Logistics containers on turquoise water, SOUTH STAR SHIPPING visible.
Welcome to Morning Wire's FTSE 100 live blog (Vahid Salemi/AP Photo via PA Wire)

Welcome back to the Morning Wire’s FTSE 100 liveblog.

The UK’s blue-chip index is set to open flat on Tuesday morning, according to futures from investment platform IG.

Oil prices continued to march upwards in early trading. Brent crude – the international benchmark for oil prices – gained another 0.5 per cent as it neared $98 per barrel.

Traffic through the Strait of Hormuz slowed further at the start of this week after Iran set out plans to tighten its control over the vital shipping lane. Tehran has announced plans for a new “restricted zone” outside the Strait, which will hike sanctions on ships attempting to use the waterway.

Danni Hewson, AJ Bell’s head of financial analysis, said that the latest flare-ups in the Middle East are weighing on the FTSE 100. She said: “Energy giants BP and Shell helped mitigate some of the day’s downward pressure on London’s blue-chip index, but UK markets showed little of the optimism that was laced through John Healey’s first major speech as chancellor.”

Chancellor John Healey delivered his first major speech as Chancellor on Monday, as he pledged to stimulate economic growth in the UK’s regions.

Speaking from a manufacturing plant in Coventry, he said: “The prime minister and I are in lockstep in our commitment to meeting the fiscal rules at the upcoming budget, to balancing the books with a buffer to protect against uncertainty.

“To controlling borrowing to bear down on inflation and reducing long-term pressures on our public finances.”

Pressure is building on the government to slash the rising cost burden facing businesses at next week’s Budget. Retail sales growth slipped in August, fresh figures have revealed, as the heatwave boost enjoyed by retailers cooled.

We’ll be bringing you the latest market updates and analysis.

This morning’s top stories:

  • Unleash growth or you’ll have to hike taxes even higher, FTSE 100 boss warns Healey
  • Spending hits 13-month high as Brits splurge on entertainment, Barclays says
  • Labour takes narrow lead over Reform as donation row wounds Farage
  • UK at risk of £290bn finance industry ‘being governed overseas’
  • How the NHS backlog fuelled a private equity gold rush in UK health market
Read more

As it happened: Miners fuel FTSE 100 recovery; oil jumps as Trump claims Strait of Hormuz

FTSE 100 stocks rise as Brent crude oil prices jump 1.8% to $104.98 amid Strait of Hormuz tensions and Trumps Iran stance
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