NYMEX WTI September fell $2.88 to $89.31/bbl (-3.12%); ICE Brent September fell $3.91 to $96.78/bbl (-3.88%) at the close on the 24th.

英国7月制造业PMI初值 52.8，预期52，前值52.5。

FT reports Alphabet’s Waymo is exploring options to end its partnership with Uber as rivalry in the robotaxi market heats up. People familiar say Waymo has discussed terminating the deal that supports Uber’s robotaxi operations in Austin and Atlanta. Uber said Waymo notified the company it plans to operate independently in those markets from January 2028 if the contract allows. The companies began the partnership in 2023; relations have soured as they have become direct competitors in some markets and lobbied for local robotaxi rules that favor their respective businesses.