A drone strike on Saturday hit an untreated napatha tank at Libya's Zawiya refinery, causing a leak; the situation is now under control.

A U.S. official said Ukraine has agreed not to target certain non‑Russian‑flagged tankers or Black Sea oil infrastructure vital to Kazakhstan's crude exports. The official said last month’s attacks had disrupted loading; regional activity fell sharply after strikes near the Caspian Pipeline Consortium terminal at Novorossiysk. Ukraine has set up a liaison for commercial shippers to share information and help ensure safe transit. The commitment, reached after meetings between senior U.S. and Ukrainian officials, could pave the way for higher regional oil flows.

Night session open: China's most-active futures contracts were mostly higher. Shanghai silver rose over 4% and Shanghai gold gained more than 2%. Ethylene glycol and stainless steel advanced over 1%; Shanghai nickel and tin up about 1%. Shanghai zinc and SC crude fell nearly 1%.