Brent crude topped $112/bbl for the first time since May, up 2.66% on the day.

Britain is expected to rely more on gas imports this winter. Despite a recent rise in domestic supply, global market tightness leaves the UK exposed to price spikes. The national gas transmission operator said North Sea output is forecast to fall about 5% in the current heating season; North Sea supplies account for roughly one-third of UK winter gas demand. LNG imports are expected to rise about 5% to cover the shortfall, while Norwegian pipeline flows are forecast to increase about 1%. The operator said even under extreme stress scenarios the UK would have "adequate gas supply capacity", but warned that "strong European LNG demand could intensify competition for cargoes and push up prices." UK gas futures have nearly tripled year-to-date, trading at the highest levels since 2022.

德国外长：阻碍航行自由威胁引发饥荒。我们不会接受伊朗和胡塞武装对全球贸易的勒索，不会接受全球能源和肥料供应掌握在伊朗手中。