美國中央司令部：今天早些時候，美軍在阿拉伯海對懸掛科摩羅國旗的“Charminar”號油輪完成了一次覈查登臨，該油輪現已繼續航行。

The Sansha maritime rescue sub-center said a Vietnam-flagged vessel sank in the South China Sea. Of 62 crew aboard, Chinese rescuers have saved 44 and 18 remain missing as of 1100 on the 26th.

Oil has rebounded toward $100/bbl, reviving inflation and rate-hike concerns for major central banks. The Fed, Bank of England and Bank of Japan may show varying degrees of vigilance while the ECB has signalled readiness to tighten; market pricing now assigns a meaningful chance that several central banks act as early as September. Emkay Global’s Madhavi Arora says Brent’s rally is no longer driven solely by Strait of Hormuz risks and recent Red Sea disruptions: visible traffic through the Strait has fallen to near zero, global inventories have been drawn down to near exhaustion, and fresh supply interruptions are tightening the market. Russian fuel exports remain constrained after months of Ukrainian drone strikes, and Kazakhstan has cut output following a Caspian Pipeline Consortium export-terminal shutdown, adding to supply-side strain.