市场消息：美国总统特朗普计划下周到访密歇根州开展选举造势活动。

U.S. Secretary of State Rubio said keeping the Strait of Hormuz open is a core term of the memorandum of understanding but Iran has failed to comply, targeting international navigation via international waters; he warned international waters must remain free. The Strait remains strategically important, carrying about 20% of global energy shipments.

Temasek Holdings said advances in artificial intelligence could materially change energy demand and relieve stress on power grids. Russell Tham, head of emerging technologies in Temasek’s global investments, said more efficient AI architectures, materials-discovery innovations and chip-manufacturing improvements could lower the sector’s energy footprint. Heavy grid loads and rising power prices are pushing data-centre operators to explore alternative power solutions. At the current pace of development, institutional Data Talk projects U.S. data centres could account for about 20% of national electricity consumption by 2035, up from 5.9% today.