消息人士：俄罗斯将哈萨克斯坦石油出口从乌斯季卢加改道至新罗西斯克，以便通过波罗的海港口运输更多俄罗斯自己的石油。

Hang Seng Index opened down 0.33% and the Hang Seng Tech Index opened down 0.28%. Chow Sang Sang (00116.HK) jumped about 11% at the open after saying it expects interim attributable profit of HKD 2.1–2.2 bln.

Wall Street Journal reports global diesel supplies are tightening, with disruptions to Russian and Middle East flows increasing competition for US diesel as winter approaches. OPIS (Dow Jones price service) shows the European diesel benchmark rose to $167/bbl late last week from about $87/bbl a year earlier; the Northwest Europe diesel crack was roughly $90/bbl on Friday versus an average near $24/bbl last year. Unusually rich refining margins are pushing US refiners to export more product: US distillate exports jumped to a record c.1.9 mln b/d in the first week of August, cutting domestic buffers. US distillate inventories are at the lowest seasonal level in about 30 years. BofA says the market is entering peak seasonal demand with very limited room for error.