殼牌(SHEL.N)：與2025年上半年相比，2026年上半年石油和天然氣總產量下降16%，主要由於中東衝突對卡塔爾產量的影響。

消息人士：印度市場上，俄羅斯烏拉爾原油對布倫特原油的折價降至每桶1-2美元。

Japan Prime Minister Takaichi has decided to temporarily cut the consumption tax on food and soft drinks from 8% to 1% effective April next year, NHK reports. The move implements an LDP‑coalition pre-election pledge (originally to cut the rate to 0% for two years); the government settled on 1% after retailers said a zero rate was incompatible with cash‑register systems. The decision follows months of political gridlock and may bolster Takaichi's support.