More tankers came under attack in Gulf waters on Thursday as the U.S.–Iran war escalated and Iranian drones entered Azerbaijan, sending oil prices higher and raising fears of disruption to global energy supplies.

A Bahamas-flagged crude oil tanker was targeted by an Iranian remote-controlled boat laden with explosives while anchored near Iraq's Khor al Zubair port, according to initial assessments. A second tanker at anchor off Kuwait was taking on water and spilling oil after a large explosion on its port side.

Nine vessels have come under attack since the conflict broke out between the U.S., Israel and Iran on Saturday. Iran launched a wave of missiles at Israel early on Thursday and also sent drones into Azerbaijan, injuring four people.

Around 200 ships, including oil and liquefied natural gas tankers as well as cargo ships, remained at anchor in open waters off the coast of major Gulf producers, according to Reuters estimates based on ship-tracking data from the MarineTraffic platform.

Hundreds of other vessels remained outside the Strait of Hormuz unable to reach ports, shipping data showed. The waterway is a key artery for around a fifth of the world's oil and LNG supply.

Oil prices extended their rally on Thursday, climbing around 3%. They have risen more than 14% since the war started on Saturday, as U.S.-Israeli strikes on Iran disrupted Middle East supplies.

A benchmark European gas price gained over 5% on Thursday to 51.30 euros per megawatt-hour. It has climbed around 50% this week so far.

Russia's President Vladimir Putin said that Russia could halt gas supplies to Europe right now, amid the spike in energy prices from the Iran crisis.

BP evacuated foreign staff from Iraq's Rumaila oil field after two unidentified drones landed inside the field, according to Iraqi oil sources. Baghdad has cut its oil production by nearly 1.5 million barrels a day as the country ran out of storage and was unable to load tankers, officials told Reuters.

Qatar, which provides 20% of the world's LNG supply, halted gas production earlier this week due to the conflict. Other major producers such as the U.S. and Australia have little spare capacity to offset this lost supply, according to Reuters calculations and industry analysts.

The EU's task of refilling its gas storage in the coming months has become riskier and more expensive due to the Iran conflict and disrupted LNG supplies. It still imports some gas from Russia, planning to end pipeline supply by late 2027 and ban new short-term LNG contracts from late April 2026.

Asian importers came under further pressure from the disruptions in supply from the Middle East. China asked refiners not to sign new contracts to export fuel and to try to cancel shipments already committed, several people with knowledge of the matter said on Thursday.