市場消息：巴西聯邦警察對里約熱內盧前州長克勞迪奧·卡斯特羅執行搜查令。

Traders say the Strait of Hormuz remains effectively closed, prompting Asian refiners to seek alternative deliveries later this year; at least four Asian refiners bought U.S. crude this week. The U.S. and Iran both claim control of the strait, and vessel traffic fell below the monthly average in the back half of the week. With no near-term reopening visible, tighter fuel availability is boosting refining margins and pushing refiners to lock crude supplies outside the Gulf for the coming months. South Korea’s GS Caltex bought 2 mln barrels of Mars crude from Shell for November delivery at roughly $13–14/bl over October Dubai. Japan’s Cosmo Energy bought Mars crude from a trader for November delivery. Japan’s ENEOS bought 2 mln barrels of WTI from the same trader for November delivery, at more than $10/bl over October WTI.

韓國6月L貨幣供應月率 0.8%，前值1.10%。