欧洲一直推迟采购冬季所需天然气，押注伊朗战争将很快结束，天然气价格也将随之下跌，这是一场规模巨大且可能风险颇高的押注。欧盟天然气储存设施目前仅有65%的库容已被填满，为至少15年来夏末同期最低水平。企业一直不愿采购天然气用于储存，因为它们预计一旦冲突平息，全球第二大LNG出口国卡塔尔今年将能够恢复经霍尔木兹海峡的正常运输。如今，冬季到来前战争明确结束的希望正在减弱，推动LNG价格本周升至三年半高点。

Turkey's inflation cooled more than expected, boosting market bets on a CBRT rate cut as early as September. The Turkish Statistical Institute said August CPI YoY slowed for a third consecutive month to 31.5% from July's 31.8%. CBRT Governor Fatih Karahan said in July that Q2 demand is cooling, which helps offset some Iran‑war‑related inflation risks. As a net oil and gas importer, Turkey remains vulnerable to conflict-driven energy‑price shocks.

壳牌(SHEL.N)：宣布收购Conifer项目30%的权益。