美伊再交火，中东局势与油市影响

DAVID: COMING UP ON BLOOMBERG THIS WEEKEND, THE U.S. AND IRAN TRADING FIRE AGAIN OVERNIGHT. IRANIAN DRONES TARGETED AMERICAN BASES IN THE GULF WHILE THE U.S. STRIKES BACK AGAINST MILITARY SITES. AS OIL RETURNS TO PREWAR PRICES. >> THANK YOU FOR YOUR ENDORSEMENT. LOUISIANA LOVES YOU. CHRISTINA: ANOTHER PRIMARY WIN FOR A DONALD TRUMP BACKED REPUBLICAN CANDIDATE, THIS TIME IN LOUISIANA. THIS MORNING, WE SPEAK WITH KATE CONLEY, WHO'S HOPING TO FLIP A KEY HOUSE SEAT. DAVID: THE KNOCKOUT STAGE OF THE WORLD CUP BEGINS TODAY. TEAM USA PREPARING FOR THEIR BIG MATCH WHILE FANS OF THE WORLD TO SEND ON U.S. CITIES. -- T-- DESCEND ON U.S. CITIES. DAVID: I AM DAVID GURA. CHRISTINA: I AM CHRISTINA RUFFINI. WE ARE HERE WITH LISA MATEO. DAVID: WE ARE FOLLOWING THE LATEST FROM THE MIDDLE EAST, EXACTLY FOUR MONTHS AFTER THE WAR IN IRAN BEGAN. THE LATEST ROUND OF STRIKES BY THE U.S., AND IRAN'S FOREIGN MINISTER IS IN IRAQ RIGHT NOW. HE RELEASED A STATEMENT SAYING THE CEASE-FIRE WAS VIOLATED. CHRISTINA: PRESIDENT TRUMP THREATENED AROUND LAST NIGHT, SAYING THERE MAY COME A POINT WHERE WE ARE NO LONGER ABLE TO BE REASONABLE AND WILL BE FORCED TO MILITARILY COMPLETE THE JOB THAT WE VERY SUCCESSFULLY STARTED. IF THAT HAPPENS, THE ISLAMIC REPUBLIC OF IRAN WILL NO LONGER EXIST. WE WILL GO TO LISA MATEO NOW FOR AN UPDATE. LISA: ANOTHER WIN FOR PRESIDENT DONALD TRUMP IN THE GOP PRIMARY AS REPRESENTATIVE JULIA LETLOW WINS THE REPUBLICAN NOMINEE FOR U.S. SENATE IN LOUISIANA. >> I KNEW IT WAS GOING TO BE A TOUGH RACE AND IT WAS. IT WAS FILLED WITH TRIALS. I AM SO PROUD TO SAY THAT I AM TRULY BATTLE TESTED FOR NOVEMBER 3 AND WE ARE GOING TO GO WIN THIS THING. LISA: SHE DEFEATED STATE TREASURER JOHN FLEMING IN A TWO CANDIDATE RUNOFF AFTER THEY FINISHED AHEAD OF BILL CASSIDY IN THE PRIMARY ON MAY 16. FOUR PEOPLE ARE DEAD AFTER HEAVY RAINFALL IN KENTUCKY. GOVERNOR ANDY BESHEAR PUT OUT A WARNING ON SOCIAL MEDIA YESTERDAY. >> PLEASE, DO NOT DRIVE AFTER DARK IF YOU CAN AVOID IT. THIS IS A SERIOUS ENOUGH SITUATION WHERE I AM NOW SIGNING A STATE OF EMERGENCY, SO THAT WE CAN DEPLOY EVEN MORE RESOURCES ACROSS KENTUCKY. LISA: TO VENEZUELA WHERE FRUSTRATION CONTINUES TO GROW AS THE DEATH TOLL FROM TWO POWERFUL EARTHQUAKES SURPASSES 1400. INTERNATIONAL RESCUE TEAMS CONTINUE TO JOIN THE EFFORT AND MANY CIVILIANS ARE FRUSTRATED WITH WHAT THEY SEE AS AN INADEQUATE GOVERNMENT RESPONSE AND THEY ARE PITCHING IN TO HELP. IRAN LAUNCHING DRONE AND MISSILE STRIKES TARGETING BAHRAIN AND KUWAIT. SIRENS SOUNDED IN A KUWAIT CITY. THEY WERE IN RESPONSE TO U.S. AIRSTRIKES THAT HIT THE ISLAMIC REPUBLIC. U.S. CENTRAL COMMAND SAID IRANIAN MILITARY SURVEILLANCE, INFRASTRUCTURE, COMMUNICATIONS, AIR DEFENSE SYSTEMS, DRONE STORAGE FACILITIES AND MINE LAYER CAPABILITIES WERE ALL TARGETED. IRAN THREATENED A COMPLETE HALT TO NEGOTIATIONS IF WASHINGTON CONTINUES ITS ATTACKS. -- ISRAEL WILL WITHDRAW FROM LEBANON PROVIDED HEZBOLLAH DISARMS. IT CALLS FOR ISRAEL TO WITHDRAW FROM TWO SMALL AREAS CALLED -- ZONES. THE LEBANESE ARMY WILL GRADUALLY ASSUME FULL RESPONSIBILITY OVER THOSE AREAS. ISRAELI PRIME MINISTER BENJAMIN NETANYAHU CALLED THE FRAMEWORK AGREEMENT A HISTORIC ACHIEVEMENT. ISRAELI STRIKES HIT THE CENTRAL GAZA STRIP ON SATURDAY EVENING. NO CASUALTIES WERE IMMEDIATELY REPORTED. EARLIER IN THE DAY, AND IS RAN -- AN ISRAELI DRONE STRIKE KILLED TWO. CHRISTINA: THE ALREADY TENUOUS MOU AGREEMENT BETWEEN THE U.S. AND IRAN IS IN A MORE FRAGILE PLACE THIS MORNING FOLLOWING THE U.S. AND IRAN TRADING ATTACKS. HOURS LATER, THE U.S. SAYS IT CONDUCTED ADDITIONAL STRIKES ON IRANIAN TARGETS. THE JOINT MARITIME INFORMATION CENTER RAISED THE THREAT LEVEL TO SUBSTANTIAL IN THE GULF FOR SHIPS THROUGHOUT THE REGION. DAVID: OIL FLOW HAS PICKED BACK UP THROUGH THE STRAIT OF HORMUZ. IT REMAINS FAR BELOW PREWAR LEVELS AND SHIPS STILL FACE CHANGE HER. ONE OF THE JOURNALISTS BEHIND THAT REPORTING -- FACED DANGER. ONE OF THE JOURNALISTS BEHIND THAT REPORTING IS ALEX LONGLEY. WE CAN TALK ABOUT THE INTEGRITY OF THE CEASE-FIRE AND WHETHER IT IS ACTUALLY A CEASE-FIRE AT THE MOMENT. LET'S TALK ABOUT THE SHIPPING ROUTES THAT ARE BEING USED RIGHT NOW. MY UNDERSTANDING IS A NEW ONE HAS EMERGED OVER THE LAST FEW MONTHS. WHICH ONE OF THESE ARE SHIPS TAKING AND FOR PEOPLE WATCHING ON TV OR ONLINE, YOU CAN SEE ON THE SCREEN. ALEX: EVEN BEFORE THE INTERIM PEACE DEAL WAS SIGNED, WE SAW THE U.S. KIND OF QUIETLY HELPING SHIPS GET THROUGH THIS FIRE, THE COAST OF OMAN. THIS WAS SOMETHING THAT WAS A HUSH-HUSH ARRANGEMENT. YOU WOULD SEE VESSELS APPEAR IN THE INDIAN OCEAN DAYS OR MAYBE WEEKS LATER. AS TIME HAS GONE ON, THE ROUTE HAS BECOME MORE FORMALIZED. THAT IS THE ROUTE THE WESTERN NAVAL FORCES IN THE REGION RECOMMENDED PEOPLE USE. WE -- THAT ROUTE HAS BEEN EXPANDED. ONE OF THE CONCERNS WAS THAT IT WAS A NARROW WATERWAY AND THERE WOULD BE TRAFFIC. NOW SHIPS CAN GO SIMULTANEOUSLY INTO THE PERSIAN GULF AND OUT OF THE PERSIAN GULF. ON ONE SIDE, YOU HAVE THAT. THAT'S THE WESTERN NAVY RECOMMENDED ROUTE THAT WE SEE. ON THE OTHER SIDE, YOU HAVE THE IRANIAN ROUTE. THEY HAVE ALSO ISSUED THEIR OWN RECOMMENDED PATH AND SAID SHIPS CAN ONLY CROSS. WE HAVE SEEN VESSELS USE BOTH ROUTES. THAT CONTINUES TO BE THE CASE EVEN AFTER WE SAW A SHIP YESTERDAY. CHRISTINA: WE WILL GET EMAILS IF I CALL THEM BOATS. THEY ARE SHIPS. THERE IS A THREAT OF STRAITS IN THE WATERWAY. THERE ARE ABOUT 80 MINES. WE HAVE NOT SEEN OR HEARD ANY DAMAGE -- HEARD OF ANY DAMAGE FROM THESE MINES. ARE THEY REAL?

IS THERE ANYWAY TO VERIFY THE THINGS THEY DUMPED AND ARE ACTIVE? WHAT'S THE STATUS OF THIS? ALEX: IN THE HEIGHT OF THE CONFLICT, THERE WERE CONFLICTING REPORTS. THERE WERE SOME SAYING SUSPECTED MINDS AND SOME WONDERED IF THEY WERE ACTUALLY BEING LAID. IT WAS NOT NECESSARILY SPECIFIC. IT GIVES YOU A BALLPARK SENSE OF WHAT PEOPLE OPERATING IN THE AREA ARE KIND OF BASING THEIR ASSUMPTIONS ON. THE REALITY OF THE MINE PICTURE IS ONE THAT HAS STEADILY EVOLVED. WE HAVE SEEN SOME REPORTED SIGHTINGS IN THE PAKISTANI HYDROGRAPHIC SERVICE HAS ISSUED A COUPLE OF MINE SIGHTINGS. AND THEN TO THE QUESTION OF HOW MUCH DAMAGE THEY ARE CAUSING, SO FAR, IT DOES NOT SEEM TO HAVE CAUSED VERY MUCH IF ANY. WE DON'T KNOW IF THERE WERE ANY INCIDENTS AT THE PEAK OF THE CONFLICT. THERE HAS BEEN NO REPORTING ABOUT SO FAR. YESTERDAY, THE WESTERN FORCES IN THE REGION PUBLISHED THERE -- THEIR FIRST MIND DANGER REPORT. THERE WAS QUITE A SUBSTANTIAL AREA. IT TELLS YOU WHY VESSELS ARE UNCOMFORTABLE GOING THROUGH THE TRADITIONAL HIGHWAY THAT USED TO BE STRAIGHT THROUGH THE MIDDLE OF HORMUZ, BECAUSE OF OUTGOING RISK. THERE IS A LOT OF UNCERTAINTY ABOUT WHO WILL CLEAR UP THOSE MINES OVER TIME. IT DOES NOT SEEM LIKE THERE IS AN INTERNATIONALLY AGREED PROCESS FOR DOING THAT. GUIDANCE IN THE AREA SEEMS TO SAY YOU CAN EXPECT TO SEE NAVIES TRYING TO CLEAR MINES. IT'S POSSIBLE THINGS ARE HAPPENING IN THE BACKGROUND BUT THERE HAS NOT BEEN A BIG ANNOUNCEMENT SAYING THESE OF THE FORCES AND THESE ARE THE GOVERNMENTS THAT ARE HELPING TO MIND SWEEP THE STRAIT OF HORMUZ. -- MINE SWEEP THE STRAIT OF HORMUZ. DAVID: WITH THE INSURANCE PICTURE IT LOOKS LIKE YES, WE HEAR FROM THE PRESIDENT AT THE STRAIT OF HORMUZ IS OPEN. IN REAL TERMS, WHAT A COMPANY'S ABOUT THAT?

ALEX: ONE OF THE THINGS ABOUT THE IDEA OF THE BEING CLOSED OR OPEN, ONE OF THE LESSONS FROM THE WAR IS WE NEED TO GET BEYOND THAT. IN REALITY, THE STRAIT, THINGS HAVE BEEN GOING THROUGH IT FOR THE ENTIRE CONFLICT. IT'S BEEN VERY -- VARIOUS DEGREES OF OPEN, SOME OF WHICH HAS NOT BEEN VERY MUCH. COMPANIES ARE VERY CAUTIOUS, RIGHTLY SO. IN THE LAST WEEK, WE SAW COMPANIES THAT HAD NOT PREVIOUSLY TRANSMITTED HORMUZ GETTING THEIR SHIPS OUT. BECAUSE THEY FEEL AS THOUGH THEY CAN GET NAVAL SUPPORT OR MILITARY SUPPORT. ON THE OTHER END OF THE SPECTRUM, THERE HAVE BEEN COMPANIES GOING INTO HORMUZ THROUGHOUT THE WAR. I THINK THERE IS A WIDER POOL, EVEN NOW, OF COMPANIES COMFORTABLE TO TRANSIT HORMUZ BECAUSE THEY THINK THERE IS A SYSTEM IN PLACE. BEFORE, WE HAVE SEEN OIL TANKERS GOING THROUGH. NOT AT THE