美國與伊朗之間敵對行動升級，使前景蒙上陰影，並可能打亂國際能源署（IEA）對2027年石油市場供應過剩的預測。

Daiwa Securities economist Yutaro Suzuki says Japanese producer prices are likely to rise more than 5% YoY and that oil and petroleum-product prices could remain elevated for a period. Bank of Japan data showed the June corporate goods price index (CGPI) up 7.1% YoY. Suzuki warned renewed Middle East tensions pose upside risk to oil, but said he expects oil to decline gradually over the long run and for the CGPI to moderate modestly before year-end.

資產管理公司Carmignac：日本當局可能關注日元貶值速度而非絕對水平。