以色列总理内塔尼亚胡：我们对伊朗经济造成了巨大损失，有人估计高达一万亿美元。

Despite the US‑Iran deal and prospects for the Strait of Hormuz to reopen to shipping — Brent spot has fallen to about $80/bbl — Jyske Bank says oil production and transport logistics still face major challenges. The bank expects inventory draws to persist through September and keeps its Brent forecast at $93/bbl for Q3, easing to $75/bbl by 2Q 2027. On gas, Jyske warns the speed of Qatar’s LNG ramp‑up to Asia will be critical; the Strait’s reopening reduces near‑term pressure and global LNG tightness. Diesel is unlikely to sustain declines because restoring normal flows through Hormuz will be slow and difficult.

Polish central bank member Kotecki said the MPC's inclination to raise rates is lower than a month ago.