美國副總統萬斯：霍爾木茲海峽的交通量已經增加。伊朗協議有兩步驗證流程。

Despite the US‑Iran deal and prospects for the Strait of Hormuz to reopen to shipping — Brent spot has fallen to about $80/bbl — Jyske Bank says oil production and transport logistics still face major challenges. The bank expects inventory draws to persist through September and keeps its Brent forecast at $93/bbl for Q3, easing to $75/bbl by 2Q 2027. On gas, Jyske warns the speed of Qatar’s LNG ramp‑up to Asia will be critical; the Strait’s reopening reduces near‑term pressure and global LNG tightness. Diesel is unlikely to sustain declines because restoring normal flows through Hormuz will be slow and difficult.

據以色列第12頻道：以色列高級官員表示，我們尚未被要求從黎巴嫩撤退。關於哪些行動允許、哪些不允許的界限尚不明確。