巴西谷物出口商协会：预计巴西8月玉米出口量将达到408万吨，低于去年同期的734万吨。

德国6月季调后出口月率 0.9%，预期0.2%，前值0.90%。

US outlet MS NOW reports Oman and Iran have agreed a temporary framework to reopen the Strait of Hormuz without transit fees. Under the proposed corridor, commercial vessels would enter the Persian Gulf via Iran-controlled routes and exit via Oman-controlled routes. Iranian officials say the arrangement is fee-free and will be presented as a temporary measure that could pave the way for a Washington‑Tehran ceasefire announcement and revival of nuclear talks; the IMO and the US are expected to join a formal announcement. Gulf Cooperation Council members have reportedly endorsed the plan. Timing has not been disclosed. US support will depend on final details; a US official said Washington only backs a temporary reopening that is unimpeded and fee‑free.