纽约期银日内跌超1.00%，现报59.91美元/盎司。

Japanese-linked tankers have begun a cautious return to direct carriage of Middle East crude for the first time since fighting began in February, though freight and logistics costs remain elevated. Over the past seven months risk-averse Japanese refiners and shipowners largely avoided Gulf routes, using long-distance ship-to-ship transfers off India and Southeast Asia to limit exposure—increasing seller dependence and forgoing higher freight margins. Vessel-tracking shows Idemitsu Kosan’s VLCC Idemitsu Maru left the Gulf in April and arrived in Japan earlier this month with a full cargo of Oman crude loaded at Mina al Fahal. Shipbrokers say at least two other Japanese-controlled VLCCs are expected to call Fujairah in the coming days to load crude bound for Japan.

【期货热点追踪】ICE棉花一周展望：USDA意外上调美棉产量，棉价却逆势收高！市场在交易什么？点击了解。