农产品市场分析：CBOT玉米因低单产预估创下合约新高，而大豆则被创纪录高产预期及出口低迷双重拖累影响，叠加黑海局势扰动下的小麦冲高回落，9月供需报告或成为下一轮行情的“发令枪”。

The Wall Street Journal reports the Trump administration says large volumes of oil are transiting the Strait of Hormuz, but commercial trackers show far lower flows. U.S. Energy Secretary Wright told reporters last week the U.S. military assisted movement of more than 15 mln barrels of crude and products through the waterway on Tuesday and said the seven-day average export flow exceeded 8.0 mln b/d; he had earlier cited a seven-day average near 9.0 mln b/d. Commercial vessel-tracking firms estimate about 0.2–0.6 mln b/d, and industry loading data for Gulf shipments to buyers do not corroborate the U.S. figures.

On August 24, Sinochem International's EMA (ethylene-maleic anhydride copolymer) unit completed full-line commissioning and rolled out its first batch of qualified product. The facility is China's first industrial EMA plant with wholly independent intellectual property, breaking long-standing overseas control of core production technology and filling a domestic supply gap.