The FTSE 100 fell around 0.3% on Monday as weakness in major consumer stocks outweighed gains among energy companies. Unilever declined 1.6% and BAT lost 1.5%, while Shell rose 0.7% and BP gained 1.5% as crude prices moved higher. Investor attention centered on the US-Iran conflict after reports that the US had struck three Iranian oil tankers following attacks on US warships. Energy Secretary Chris Wright warned that a new nuclear agreement with Tehran may not be reached soon, raising the possibility that Washington could instead focus on eliminating Iran’s nuclear capabilities. Separately, UK house prices fell 0.2% in August, pushing annual prices into negative territory for the first time since November 2023, according to Lloyds.