英国外交大臣：以色列“E1”定居点扩建计划将造成一系列既成事实，使“两国方案”无法实现。

China's Ministry of Industry and Information Technology (MIIT) published the 90th batch of the catalog of energy-saving new-energy vehicle models eligible for vehicle and vessel tax reduction or exemption; listed models include BYD's Fangchengbao Tai 9 and Li Auto's L9.

JP Morgan’s Geopolitical Center says market urgency has eased as more crude—with U.S. assistance—transits the Strait of Hormuz, temporarily capping oil prices. Washington believes it can wait for Iranian concessions because Iranian oil exports are near zero, the rial has depreciated roughly 50% vs USD since January, and inflation is near 90%, leaving Iran more pressured to return to talks. JP Morgan assigns a 55% probability to a mediated, face‑saving narrow agreement akin to prior memoranda, noting Iran and Oman are close to a joint management mechanism for the Strait; it assigns a 45% probability the U.S. delays until mid‑November elections to press for tougher terms, in which case Iran could resume missile and drone attacks on the Strait of Hormuz and regional U.S. bases to regain leverage.