美国总统特朗普：我们很快会对伊朗做出决定。

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.

Despite higher rates, consumer and corporate borrowing kept pace, lifting JPMorgan, Citigroup and Wells Fargo to a combined Q3 net interest income of $56.5bn, the fifth consecutive quarter of record NII, results published Tuesday showed. JPMorgan said it expects net interest income to increase further in 2027, a contrast with earlier industry assumptions of falling rates when record trading revenue had drawn investor focus. All three banks reported declines in nonaccrual loans and said borrowers broadly remain able to service debt. BofA will report Q3 results on Wednesday. Banks said they remain cautious amid geopolitical risks in Ukraine and the Middle East, persistent inflation and elevated oil prices.