1. 大型科技公司CEO一致支持监管AI 2. 特朗普不认可这些科技企业CEO的呼吁 3. 美联储主席沃什预计将在其利率决策中首次加息 4. 多达3000万桶中东石油运输面临风险 5. 美国柴油价格在需求旺季开始之际上涨80% 6. 史上最强劲的企业盈利增长期之一

乌克兰外交部长：俄罗斯无人机袭击了乌克兰-波兰边境地区（并非此前所述的边境口岸）。

Kobeissi report: as of Friday, Saudi Arabia’s east–west oil pipeline has been shut after recent attacks, putting about 4 mln b/d of Saudi exports at risk. The Bab el-Mandeb faces potential closure, threatening as much as 9 mln b/d. Strait of Hormuz transit capacity is currently only about 20% of pre-Iran-war levels, obstructing roughly 15 mln b/d. In aggregate ~30 mln b/d of crude flows are disrupted or at risk; even accounting for overlap this is large versus the ~100 mln b/d global market and ranks among the most severe supply shocks in modern history.