法国总统马克龙：将在七国集团框架下与海湾国家合作，寻找绕开霍尔木兹海峡的能源供应替代路线。

Capital Economics chief economist Neil Shearing said he expects energy supply to recover to roughly 80% of pre-disruption levels by end‑Q3. He warned oil flows through the Strait of Hormuz may take longer to return to pre‑conflict levels because tankers are out of position, production and refining need time to ramp to full output, and insurance costs and availability for transits remain a constraint. Gas supply could take longer to normalize after Iranian attacks on Qatari facilities knocked about 17% of capacity offline.

印度财政部长：预计近期对外国投资者在政府债券上的税收变化，以及其他央行措施将促进资本流入。