WTI crude is up 2.00% intraday at $82.30/bbl; Brent crude is up more than 2.00% at $87.58/bbl.

All times Beijing. Sep 2 10:00 RBNZ rate decision: markets price a second consecutive 25bp hike to 2.75%; ANZ says another hike in October remains likely. Sep 2 21:45 BOC decision: markets expect a pause at 2.25%; Scotiabank projects the policy rate rising to 2.75% by end‑2026 and to 3.0% in early‑2027. Sep 10 20:15 ECB decision: markets price a 25bp hike to 2.50%; sources say the ECB does not intend to signal further hikes beyond September. Sep 17 02:00 Fed decision: CME FedWatch shows a 60.4% chance of no change in September and 39.6% chance of a cumulative 25bp hike; for October no‑change 45.7% and cumulative 25bp 44.7%. Sep 17 19:00 Bank of England decision: markets expect the base rate to remain at 3.75% for the rest of the year; LSEG currently prices about 23bp of hikes by year‑end. Sep 18 ~10:00 Bank of Japan decision: markets expect a 25bp hike to 1.25% in September; Goldman Sachs forecasts further hikes in Jan and Jul 2027 taking the policy rate to 1.75%. Sep 24 15:30 Swiss National Bank decision: markets expect a zero policy rate through end‑2027 with a first hike not until early‑2028; SNB executive councilor Tschudin said reintroducing negative rates is not ruled out if inflation warrants. Sep 24 15:30 Riksbank decision: minutes indicate further hikes this year remain possible if inflation stays above expectations; Nomura expects rates unchanged this year and a first hike in Mar 2027. Sep 29 12:30 RBA decision: market odds of a September hike have risen; Citigroup and ANZ expect a 25bp hike in November.

Iranian Students’ News Agency (ISNA) quoted the manager of the National Iranian Oil Products Refining and Distribution Company as saying two new refineries due to enter service by year-end will raise national gasoline production capacity by about 12 million liters a day, roughly 9% of daily consumption.