IEA月报：七月份海湾供应量比战前水平低830万桶/日。

Iran’s oil minister said on the 11th that repairs to gas production facilities damaged in recent hostilities are underway and that daily capacity could recover by about 95 mln cubic meters by end-September. Reconstruction of four attacked gas-processing plants is progressing rapidly, contractors have started work, and projects are expected to finish ahead of schedule and fully restore pre-attack output. Earlier reports said Iranian gas output had fallen roughly 230 mln cu m/day since U.S. and Israeli military actions.

IIF: Emerging market equity outflows slowed to $7.8bn in July, down from $46.1bn in June.