China's crude-related futures main contracts rose across the board. SC crude up 5.08% at 461.7 yuan/barrel; low-sulfur fuel oil (LU) up 5.59% at 3,983 yuan/ton; fuel oil up 5.44% at 3,083 yuan/ton. Asphalt's decline narrowed to 1.04% at 3,805 yuan/ton.

RBNZ MPC unanimously raised the official cash rate (OCR) by 25bps to 2.50%. Partial reopening of the Strait of Hormuz pushed global oil and other petrochemical prices sharply lower, easing near-term inflation pressure, but the energy shock’s effects will persist and medium-term inflation remains uncertain. Policy is set to return inflation to target while avoiding unnecessary economic instability. New Zealand’s economy was on a recovery path before the Middle East conflict; the oil shock weakened Q2 momentum. With inflation still above target and activity expected to strengthen, further removal of monetary stimulus may be required to return inflation to the 2% midpoint. Future rate decisions will depend on incoming data, price-setting behaviour and the extent to which recent cost increases pass through to consumer prices.

英国政府：将加入精确打击导弹（PRSM）计划。该计划将获得政府2980亿英镑国防投资计划中1.9亿英镑的支持。