美国至8月7日当周EIA取暖油库存 19.2万桶，前值-14.4万桶。

Saudi Arabia told OPEC a temporary ceasefire window in the Iran conflict allowed Gulf producers to restore flows, lifting its July crude output by more than 1 MBD to 8.2 MBD from 7.1 MBD in June. Saudi production remains several million b/d below pre-conflict levels. The IEA estimates Saudi domestic crude stocks rose by early August to at least their highest since 2016. The U.S.-Iran ceasefire has collapsed and renewed hostilities heighten risk to two key export routes—the Strait of Hormuz and Bab al-Mandeb—though Middle Eastern producers are still quietly exporting large volumes. Among seven OPEC members reporting directly to the secretariat, combined output rose 1.88 MBD, with most of the increase from Iraq and Saudi.

New York City’s five largest pension funds — police, firefighters, teachers, municipal and school employee plans — posted a one-year return of 13% through June 30, lifting combined assets to $326.3bn, the Comptroller’s office said. The performance, the best since 2021, exceeded the 7% target and is expected to reduce the city’s required pension contributions by about $6.3bn over the next five years. The office attributed gains to an AI-driven equity rally; developed-market equities returned 15.6% and emerging-market equities returned 42% in the year. City officials project a fiscal gap of $6.4bn for the fiscal year beginning July 1, 2027.