恆指期貨夜盤收跌0.13%，報24799點，低水44點。

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.

National Bureau of Statistics: Shanghai second-hand residential prices +0.6% MoM in May (Apr +0.7%); -4.3% YoY (Apr -5.6%).