據阿拉比亞電視臺：巴基斯坦譴責胡塞武裝對沙特及海上航行的持續威脅，稱胡塞武裝的行爲威脅地區安全，挑戰國際海洋秩序。巴基斯坦方面表示，對任何攻擊本國船隻的敵對行爲，將堅決採取包括武力在內的反制措施。同時，巴基斯坦重申，對沙特阿拉伯的安全、主權和領土完整給予最堅定的支持。

API: U.S. crude production fell 90,000 b/d in the week to July 17, versus a 56,000 b/d increase in the prior week.

Nuveen global strategist Laura Cooper says that after June’s rate hike the ECB is likely to hold rates at this week’s meeting while retaining a tightening bias. She warns the bank remains open to further tightening if renewed tensions push energy prices higher. Cooper notes disinflation has been stronger than feared: PMI price components show little sign of re‑acceleration and producer‑price data confirm fading upstream cost pressures, which support a pause. The key risk is renewed commodity‑supply disruption that could rekindle energy‑price pressure just as the ECB gains confidence in the disinflation path.