【期货盯盘神器专属文章】市场深谈：StoneX认为，近期玉米价格反弹显著改变了化肥性价比。由于钾肥价格几乎没有跟随玉米走高，当前“玉米/钾肥”价格关系已降至过去多年区间的底部20%，意味着从农户收入角度看，钾肥正变得罕见便宜。点击阅读。

埃克森美孚石油(XOM.N)：圭亚那Liza Unity浮式生产储卸油船（FPSO）的运营已恢复正常，曾短暂中断的原油卸载作业目前已完成。

Sources said ECB policymakers are prepared to raise the policy rate at the September meeting, lifting it from 2.25% to 2.50% to offset economic fallout from the Iran conflict, but have no intention of signalling further tightening beyond September. Euro area inflation is near 3%, the conflict persists and growth shows resilience; the September hike is already built into the ECB’s June economic projections and is aimed at avoiding a repeat of the 2022 energy-driven inflation surge. Long-term inflation expectations remain anchored near the 2% target. Markets currently price one to two additional ECB hikes as possible.