歐佩克月報：中國石油製品淨進口較上輪統計增加128萬桶/日至1384萬桶/日。

US President Donald Trump’s plan to blockade the Strait of Hormuz threatens to deepen an economic crisis for Asia’s energy-dependent economies, including US allies and China. Analysts, including Jennifer Welch, warned the move raises downside risks, with higher oil prices, weaker growth and rising inflation. Brent crude surged up to 8.6% above $103, while European gas jumped nearly 18%. The blockade, targeting vessels linked to Iranian ports, follows failed US-Iran talks. Asian economies reliant on the strait are seeking alternative supplies, while China may pressure Washington, potentially leveraging its dominance in critical minerals.

歐洲央行副行長金多斯：伊朗戰爭的影響將取決於衝突持續時間，並將對通脹產生影響。