俄罗斯称圣彼得堡石油码头遭无人机袭击。

Oil prices fell across the board after a US-Iran peace deal freed substantial crude supplies that demand cannot absorb. Less than three months ago global physical crude benchmarks hit record highs, and until weeks ago industry executives warned inventories were at extremely low levels amid the Iran crisis. Analysts from Morgan Stanley to Goldman Sachs this week warned of a risk of supply overhang next year; Energy Aspects head of oil research Kit Haines said market sentiment is overwhelmingly bearish. Persian Gulf suppliers had begun ramping shipments before the June MOU reopening the Strait of Hormuz, and in the weeks after the deal more than 60 mln barrels of oil that had been trapped by the war flowed into the market.

REUTERS SURVEY: OPEC crude output rose sharply in June, up roughly 3.3 mln bpd MoM to about 19.43 mln bpd, rebounding from May’s 20-plus-year low but remaining well below quota levels. The increase was led by Gulf producers restoring supply—Kuwait the largest contributor—while Iran, Saudi Arabia and Iraq also added, with Nigeria and Libya posting smaller gains; the UAE exited OPEC on May 1 and is excluded from the figures. The report says prior conflict involving Iran and an effective Strait of Hormuz blockade had disrupted flows; the US then lifted restrictions on vessels calling at Iranian ports, allowing some output to return. OPEC+ had planned June increases but could not fully implement them due to the conflict; overall global oil supply is repairing but not yet back to normal.