Interfax reports Tatneft has imposed fuel sales restrictions at all its filling stations in Russia.

Deutsche Securities chief economist Kentaro Koyama said the Bank of Japan would need to fully explain any decision to halt tapering of its monthly bond purchases, particularly after media reports that the government might tacitly permit further rate hikes only if tapering is stopped. He warned that if the BOJ both raises rates and stops tapering, markets and the public could interpret it as a political deal with the government, creating a serious risk of questions over the BOJ's independence.

巴克萊銀行：（關於石油）在我們的基準預期中，由於週期性需求向量是自2022年以來最強的，我們預測2026年第三季度將出現小幅供應缺口。