【期貨熱點追蹤】中東地緣局勢驟然降溫，霍爾木茲海峽通航協議漸行漸近，前期支撐甲醇高位的能源風險溢價被大幅擠壓；疊加MTO開工率卻跌至極低水平，港口累庫拐點已然顯現，地緣降溫將如何重塑甲醇定價邏輯？

The UN Food and Agriculture Organization warned prolonged Middle East and Russia-Ukraine conflicts, El Nifio-driven crop declines and rising input costs could trigger a new round of global food-price inflation. FAO flagged rising oil, fertilizer shortages in the Gulf, diesel shortfalls and extreme weather as near-term cost drivers and said Strait of Hormuz disruptions would hit agricultural inputs and logistics — Brent supports pumping, processing and transport while natural gas is central to fertilizer production. FAO chief economist Maximo Torero said commodity prices are beginning to rise and expects food prices to start increasing by year-end, with larger gains next year; pass-through to consumer prices typically takes about three to six months.

The Federal Reserve accepted $1.65bn from two counterparties in fixed-rate reverse-repo operations.