StoneX：巴西甘蔗压榨进度因降雨延误，以及甘蔗含糖量下降，是下调糖供应过剩预期的主要原因。

ARAMCO CEO Amin Nasser said the company can restore disrupted operations within days and is studying construction of alternative crude export routes to bolster supply resilience. He said, beyond the three main current export routes, ARAMCO is considering a fourth and fifth route. The Strait of Hormuz remains one of its primary export channels amid rising threats of attacks linked to conflict with Iran.

U.S. Secretary of State Rubio said Iran fired on commercial vessels this morning.