Russia condemned the EU's authorization to intercept and inspect vessels in the Mediterranean suspected of belonging to Russia's "shadow fleet".

午盘收盘，国内期货主力合约跌多涨少，沪银跌近5%，铂跌超4%，燃料油、沪金、低硫燃料油（LU）跌超3%，液化石油气（LPG）跌近3%，SC原油、瓶片跌超2%。涨幅方面，多晶硅涨近5%，工业硅、氧化铝涨超3%，集运欧线涨超2%，烧碱、铁矿石、鸡蛋、碳酸锂涨超1%。

The U.S. Energy Information Administration said on Tuesday that a conflict involving Iran has cut Middle East crude output by more than 11 mln bpd, and major consuming countries are drawing inventories at an unprecedented pace to plug the supply gap. Under EIA's current assumptions — including that maritime traffic through the Strait of Hormuz is unlikely to return to pre-conflict levels before early 2027 — OECD total oil stocks are projected to fall to just under 2.3 bln barrels by December.