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CNBC, citing three OPEC+ sources, says despite the US‑Iran conflict limiting some members’ ability to boost output, OPEC+ is likely to agree on Sunday to raise its production target by about 188,000 bpd from July — a fourth increase in as many months and the same lift as June. Seven core members raised quotas by nearly 600,000 bpd for Apr‑Jun, but Gulf export cuts have pushed actual output sharply lower: OPEC data shows April average output at 33.19 mln bpd versus 42.77 mln bpd in February.

According to Axios, a US official said he did not expect Israel to carry out immediate retaliatory strikes.