截至9月13日，霍尔木兹海峡向东外运的石油及液态能源七日均量接近1200万桶/日，但更关键的结构变化是：伊朗原油在最新流量中几乎消失，主要货源来自沙特、阿联酋、伊拉克、科威特，以及来源不明的阿曼湾船对船转运。

China’s Ministry of Finance plans to issue the 59th 2026 book-entry discount bond, a 28-day discount bill with a competitive tender face amount of 20 bln yuan. The issue will be priced via competitive auction and sold at a discount to face value, with additional bids allowed from Class A members. The bill begins accruing interest on Sep 17, 2026 and will be repaid at par on Oct 15, 2026 (observed next business day if a holiday). Auction window: Sep 16, 2026, 10:35–11:35 Beijing time.

ANEC (Brazilian grain exporters association) forecasts Brazil's September soybean exports at 8.32 mln tonnes, up from last week's 7.74 mln tonnes estimate.