日本央行副行长冰见野良三：近期价格上涨也受到需求驱动因素的影响，强劲的企业利润、稳定的工资增长以及活跃的人工智能相关需求支撑了日本经济。

US and Iran have reached a political agreement to reopen the Strait of Hormuz, but sources say operational resumption will be complex and likely phased. Commodity data firm Kepler reports about 118 laden oil tankers remain stranded in the Persian Gulf awaiting transit; analysts estimate 10–15 days to clear that backlog. If hundreds more vessels converge, transit sequencing will be the key constraint on recovery speed. Given the impact on global energy supply, oil tankers and LNG carriers are expected to receive priority while container and other cargo ships may face extended delays.

Iran foreign ministry spokesman said shipping through the Strait of Hormuz continues; Iranian armed forces have taken necessary measures to ensure safe transit for merchant vessels.