Pakistan's interior minister will arrive in Iran for talks within hours, Iranian outlet Fars News reports.

Aluminum climbed for a seventh straight session as prospects for a rapid reopening of the Strait of Hormuz faded, raising concern that Middle East supply will remain constrained. US and Iranian positions have hardened, implying negotiations to restore flows could be prolonged and dampening hopes of near-term normalization; global inventories sit near multi-decade lows and the region accounted for roughly 10% of pre-conflict global output. Prices initially spiked at the outbreak of hostilities, eased during early talks and have resumed gains, up more than 8% since late June as delayed conflict resolution coincides with reduced market bets on further US rate hikes, supporting a broader rally in base metals.

原油系期货涨幅有所扩大，低硫燃料油（LU）主力合约涨超5%，燃料油、SC原油主力合约涨超4%。