洲际交易所数据显示，近月英国天然气批发价格下降5.5%，至110.33便士/撒姆。荷兰批发市场近月天然气价格下跌5%，报43.85欧元/兆瓦时。

美国总统特朗普：伊朗最好别向经过霍尔木兹海峡的油轮收取通行费；如果收，那就趁早停掉。

A rare dislocation in China’s money markets is signaling excess liquidity and slowing credit demand, as the overnight repo rate fell to a near three-year low, widening its gap with the PBOC’s seven-day policy rate to the widest since September 2024. The divergence, despite recent liquidity drains, suggests banks are flush with cash but struggling to lend. Analysts including Kelvin Lam of Pantheon Macroeconomics said weak loan demand is weighing on growth, while NCD yields have dropped to record lows. Liu Jie of Tianfeng Securities warned April yuan loans could contract, while Yu Liu of Huaxi Securities said the PBOC may allow tools to mature to absorb liquidity. Samuel Tse of DBS said policy remains accommodative. The PBOC withdrew 890 billion yuan last month and kept reverse repo operations minimal, with potential bond issuance seen helping absorb excess funds.