International Grains Council cuts 2026/27 global corn production forecast by 4 mln tonnes to 1.306 bln tonnes.

Tianfeng Securities says H1 oil market saw geopolitically driven volatility—Brent spiked near $120/bbl then fell—and while a recent Strait of Hormuz flare-up is manageable, the market’s pricing logic is shifting from extreme geopolitical risk to a three-way dynamic of geopolitical tail risk, political intervention and fundamentals. The firm expects H2 to feature wide swings with upside capped and downside supported, projecting a Brent central range of $70–75/bbl.

三名美國官員稱，近期美國對伊朗的打擊行動正在增強美方進一步升級行動的選項。