Marubeni plans to invest $12 billion over three fiscal years through March 2028, including capital expenditure. The CEO, backed by Berkshire Hathaway, said he hopes the yen remains strong.

U.S. oil companies are trimming domestic shale capital spending and redirecting windfall from high oil prices into shareholder returns and debt repayment rather than accelerating production. Company filings show Chevron and ConocoPhillips cut U.S. 48-state capex by about 10% in H1, while Occidental cut Permian spending roughly 20% over the same period; APA, Matador Resources and HighPeak Energy expect drilling and fracking spend materially below year-ago levels. Firms say gains in drilling and completion productivity mean more oil per dollar, so lower capex does not automatically translate into lower volumes as operators sustain or grow output via efficiency. The shift is weighing on U.S. crude supply growth and is drawing political pressure as Trump criticizes refiners and producers for not cutting retail gasoline prices faster.

前达拉斯联邦储备主席卡普兰：美联储在7月份没有加息是“绝对”正确的决定。