Industry officials said India's vegetable oil purchases have caused port congestion, with vessel unloading delayed by up to 10 days.

据黎巴嫩广场电视台报道，一名也门军方消息人士在接受采访时表示，也门武装部队的袭击目标是沙特军队的指挥官和集结地。他强调，这些目标的确定是基于准确情报和经过研究的作战数据。这位军方消息人士强调，也门对沙特附属指挥官的定点打击已经成功破坏了他们为即将到来的地面战斗所做的大部分准备工作。所有隶属于沙特的军事集结点在其军事行动中均属于“合法目标”。在军事层面，该消息人士表示，也门武装力量将奉行“以升级应对升级”的政策，并强调如果沙特决定发动全面战争，也门武装部队的选择将是“开放且众多的”。他表示，也门武装力量拥有一套由高性能、高效能武器构成的综合作战体系，并强调，该国配备的武器系统具备应对各种战争和战场作战的能力。

Citrini Research semiconductor analyst Jukan has shifted to a positive stance on DRAM after issuing a bearish report on July 3. He says DRAM fundamentals are solid: US hyperscalers’ DRAM inventories are already low with further drawdown potential. Citrini expects DRAM blended contract prices to rise about 10% QoQ in 2026 Q4 (after high-double-digit QoQ gains in Q3). NAND fundamentals are weaker; despite high-double-digit QoQ price gains in 2026 Q3, soft smartphone demand and elevated inventories should cut Q4 gains to low-single-digit QoQ.