美國能源部長賴特：每天有800萬至900萬桶石油通過霍爾木茲海峽，美國也掌握每日經由霍爾木茲海峽進出的船舶數量。

據沙特媒體哈達斯（Alhadath）：也門胡塞武裝用兩枚彈道導彈襲擊了位於曼德海峽附近的哈里基亞重要設施。

A former senior Japanese foreign-exchange diplomat and ex-IMF deputy managing director said the yen is noticeably weak and rising import costs are damaging the economy. He warned that if the yen returns to levels seen before last month’s coordinated intervention, Japan and the US could jointly intervene in the FX market again at any time, and any action would not be tied to specific levels such as JPY160 or JPY162. He said intervention only buys time; the fundamental remedy is faster Bank of Japan tightening. He expects a BoJ hike in September, a follow-up in December or January, and a terminal policy rate around 1.5–1.75% based on a neutral rate estimate of 1.1–2.5%. Further hikes could follow in the fiscal year starting April 2027 if growth persists.