俄罗斯驻越南大使馆表示，俄罗斯海军训练舰“佩列科普”号（Perekop）于9月7日至8日停靠越南金兰港。俄方表示，此次访问为进一步加强俄罗斯与越南传统关系。

JP Morgan oil trading team’s Jake Pashelinsky says the probability of a US‑Iran agreement has fallen to its lowest level since the war began (Sept. 7 report). Two primary scenarios: (1) the Strait of Hormuz becomes a prolonged conflict zone, possibly extending beyond the U.S. midterms, with Iran reducing transits to undermine a U.S. blockade; (2) the U.S. withdraws, leaving Gulf states to decide on transit fees — a result that would give Iran leverage over strait flows, oil prices and generate large revenues. JP Morgan judges the U.S. is most likely to maintain the status quo while oil prices remain contained; only further upside in oil would likely force a strategic shift. Continued U.S. economic pressure on Iran is viewed as more likely to provoke escalation than détente. Over the long run, higher oil prices could, via demand destruction and lower global reliance on regional supply, eventually ease the challenge.

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