Lectra announced it has temporarily closed its Bordeaux‑Cestas plant after a nearby fire.

Last month Washington and Tehran signed a 14-point memorandum including a ceasefire, which briefly halted European fuel-price rises. Eurostat shows June diesel fell 6.4% MoM and gasoline fell 4.2% MoM versus May. Renewed tensions and fresh supply disruptions around the Strait of Hormuz, with no resolution visible, have pushed prices higher; global crude topped $100/bbl last week, the strongest level since early June. YoY fuel-price moves were largest in Bulgaria, Lithuania and Romania, each up more than 23%. Hungary maintains a fuel-price cap; Spain and Poland cut VAT on gasoline and diesel to blunt increases—Brussels has pushed for excise-duty cuts instead. Spain’s large downstream refining network limits its dependence on imported finished fuels despite heavy crude import reliance.

日本首相高市早苗：如果将通缩定义为持续的价格下降，那么日本已经不再处于通货紧缩状态，因为CPI和GDP平减指数均呈上升趋势。