IEA月报：由于乌克兰持续的打击，将俄罗斯2026年石油产量预测下调12.5万桶/日至870万桶/日，并将2027年预测下调23.5万桶/日至860万桶/日。

Axios reports Saudi crown prince urged US President Trump to take action against Houthi forces over Red Sea threats; Trump declined, and US officials say the government currently has no plans to directly intervene or carry out strikes against the Houthis.

Six people familiar with the matter said the UAE is quietly reworking a 5 GW AI data center project — one of the largest outside the US — after the Iran war erupted. Four sources said the original plan for a single 10 sq mile (26 sq km) campus in Abu Dhabi is likely to be replaced by a dispersed network of multiple data centers across the UAE. Sources added UAE planners are considering hardening measures against drone and missile strikes, including deployment of air-defence systems and siting some facilities underground.