U.S. senior defense official Colby said U.S. interests in the Indo-Pacific are clear, enduring and far-reaching.

Energy: 1. Cyprus is expected to supply gas to Europe in 2028. 2. Turkey reportedly restricts commercial vessels from entering the Black Sea due to security concerns. 3. Data shows that the closure of the Strait of Hormuz caused Iraqi oil exports to plummet by 75%. 4. White House National Economic Council Director Hassett: Diesel or gasoline prices are not expected to rise. 5. Iraqi Oil Minister: Negotiations are underway with Iran to allow Iraqi oil exports. 6. The Trump administration froze the assets of oil tycoon Sargent, pressuring him to withdraw from Venezuela. 7. U.S. Central Command: Last week, it again intercepted and diverted 20 commercial vessels bound for Iranian ports. 8. Kazakhstan's national oil company plans to increase oil exports through the Baku-Tbilisi-Ceyhan pipeline by 31% to 1.7 million tons by 2026. 9. Fitch Ratings: In the medium term, it continues to expect crude oil prices to gradually return to normal by 2028, trending towards a medium-term cycle level of approximately $60 per barrel. 10. According to data and sources, the Caspian Pipeline Alliance's July oil loadings were 20% behind schedule, falling to 1.2 million to 1.3 million barrels per day. 11. Citigroup: Due to the unpredictable nature of US-Iran negotiations, Citigroup has adjusted its Brent crude oil average price forecast for the third quarter to $80, maintaining it at $70 in the fourth quarter, and $65 in 2027. 12. Abu Dhabi National Oil Company (ADNOC): Since the start of the conflict, 15 of its vessels have been attacked; it will invest over $8 billion to expand production capacity. Agriculture/Mining: 1. Commerzbank: Lowered its year-end nickel price forecast to $17,000 per ton; expects zinc prices to reach $3,500 per ton by the end of the year. 2. Data from the Reserve Bank of India shows that as of July 31, India's gold reserves were $104.74 billion, compared to $103.06 billion the previous week.

Malaysia Palm Oil Board (MPOB) said July palm oil exports were 1.39 mln tons, up 14.5% MoM.