航運情報公司Kpler首席分析師Sumit Ritolia撰文表示，中東地區的煉油能力仍遠低於戰前水平，目前約爲730萬桶/日，而2026年2月時這一數字爲990萬桶/日。這一狀況是由於煉油設施受損，以及通過霍爾木茲海峽的運輸受到限制所導致的。預計從2026年第四季度開始，情況會逐漸好轉，但在2027年第二季度之前，都不大可能恢復到戰前的水平。短期內的復甦屬於物流方面的問題；而要完全恢復到正常狀態則涉及到產能的恢復問題。我們的基本假設是，交通狀況將持續受到干擾，2026 年全年交通都會處於受限狀態。直到第四季度末，交通狀況纔會開始逐步恢復。在交通狀況改善、煉油生產最初的反彈之後，受損的產能將成爲主要的制約因素。直到2027年第二季度，生產能力纔有可能完全恢復到戰前的水平。

美國至8月21日當週EIA取暖油庫存 2.7萬桶，前值-53.7萬桶。

BANK OF KOREA meets Thursday with markets divided between another August hike and a pause after July's 25bp increase to 2.75%. An August move would be a pre-emptive tightening aimed at curbing inflation and preserving financial stability, and would signal policy tightening ahead of the Fed. NH Investment & Securities says the August decision will set the cycle's tone—pre-emptive versus cautious; iM Securities argues delaying to October offers little benefit and the cost of delay is rising. Hold proponents say more time is needed to assess July's move, citing slowing July inflation, a stronger won and recent equity weakness; Eugene Investment & Securities adds that signaling possible future hikes can have a tightening effect without immediate action.