剛果（金）政府：埃博拉確診病例增至282例。

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring shipping through the Strait of Hormuz to quickly reduce global energy tail risk; nuclear issues are expected to be handled in phase two. An MOU, even if agreed, would not resolve all disputes at once. The text may be near “technical completion,” but short‑term reversals remain possible. Signing does not equal operational reopening: MOUs are typically non‑binding and there is a material gap between reaching a text and implementation. Even a temporary reopening of the strait could be reversed if phase‑two talks stall.

Australian Deputy Prime Minister and Defence Minister Richard Marles confirmed on the 31st that Australia will be unable to purchase newly built US Virginia-class nuclear submarines under the prior procurement agreement and will instead receive US in-service Virginia-class boats. Under the US-UK-Australia trilateral security partnership (AUKUS), Canberra had planned from the 2030s to acquire two US in-service Virginia-class submarines plus one newly built, improved Virginia-class boat. Marles said the adjustment will age Australia’s submarine fleet but could relieve pressure on US shipbuilding capacity.