美、布兩油日內均漲超2%，現分別報73.74美元/桶和77.63美元/桶。

EIA Short-Term Energy Outlook forecasts global oil demand of 102.8 mln b/d in 2026, down from a prior 102.9 mln b/d estimate; and 104.8 mln b/d in 2027, down from a prior 105.3 mln b/d.

Reuters reported a U.S. official said Iran’s actions in the Strait of Hormuz are completely unacceptable and the U.S. will respond; U.S. negotiators remain engaged and pursuing a final agreement in good faith. The U.S. Treasury posted a notice revoking a general license related to Iran, saying it will phase out the license issued June 21, 2026 that authorised production, delivery and sale of Iranian crude, petrochemical and petroleum products.