Russian Foreign Ministry: Russian Foreign Minister Sergey Lavrov and US Secretary of State Marco Rubio discussed the Ukraine issue.

Energy: 1. U.S. Energy Information Administration: U.S. Midwest crude oil inventories fell to their lowest level since December 2014 last week. 2. U.S. domestic crude oil production fell by the largest margin since the week ending July 17, 2026; EIA strategic petroleum reserves were at their lowest level since the week ending March 25, 1983. 3. U.S. President Trump: Americans do not want high gasoline prices. 4. Qatar Energy reportedly plans to extend its force majeure declaration for liquefied natural gas (LNG) until mid-October. 5. Financial Times: Greek shipping company Dynagas will be allowed to continue transporting Russian LNG under a new sanctions deal that is about to be reached by EU countries. 6. Goldman Sachs maintains its Brent crude oil price forecast for the fourth quarter of 2026 at $80 per barrel, assuming a de-escalation of the situation in the Middle East before the fourth quarter. 7. Hindustan Petroleum executives: Rajasthan refineries are expected to operate at full capacity in the fourth quarter. The goal is to stop purchasing fuel oil from other refineries for local sales within nine months. 8. Vietnam National Oil and Gas Group: Nghe Son refinery has secured crude oil supplies and can maintain operations until the end of September. Agriculture/Mining: 1. Swiss gold exports fell 3% month-on-month in June due to reduced exports to the UK. 2. Chile plans to invest $100 billion to boost its copper industry. 3. Teck Resources: Second-quarter copper production reached 55,800 tons. 4. Anglo American's second-quarter copper production was 173,000 tons, and iron ore production was 15.4 million metric tons. It still expects full-year diamond production to be between 21 million and 26 million carats. Iran Situation: 1. Trump stated that if Iran attacks ships, the US will bomb its power plants and bridges. 2. Iran directly responded to Trump's threat: Attacking infrastructure will face retaliation. 3. Iran: Three oil tankers were blocked from passing through the Strait of Hormuz.

According to Interfax news agency, the Russian Ministry of Defense stated that Russian forces have taken control of Blakhodatne in the Zaporizhzhia region of Ukraine.