歐盟外交與安全政策高級代表卡拉斯：美國與伊朗之間的交火進一步複雜化了本已緊張的停戰談判。

At the NATO summit in Ankara, Trump said the U.S.-Iran Islamabad memorandum "is over" and called the Iranian regime "sick," signaling the breakdown of a ceasefire framework 20 days into a planned 60-day arrangement. He also revoked sanctions waivers tied to the deal. A Pakistan-brokered 14-point framework had briefly restored Iranian crude exports of several mln bpd; ending the deal and rescinding waivers risks a renewed systemic reduction in global crude supply, reinforcing upside pressure on WTI above $70 and on inflation expectations. Following yesterday's attack on a Qatari LNG tanker in the Strait of Hormuz, U.S. forces have launched retaliatory airstrikes. The return to kinetic confrontation heightens the risk of indefinite disruption to the Strait of Hormuz and Gulf of Oman and could push shipping insurance premiums and energy risk premia sharply higher.

U.S. President Trump said he will discuss trade and military affairs today.