航運情報公司Kpler數據顯示，伊朗的煉油能力已從戰前的245萬桶/日下降到目前的220萬桶/日左右。這一下降是由於各煉油廠的生產設施受損，以及石腦油和燃料油的出口受到限制所致。爲了應對產量下降的問題，煉油廠增加了石腦油在汽油中的比例，並調整了燃料油的分配方式。不過，有限的出口渠道仍然制約着煉油能力的恢復。kpler預計，到第四季度，煉油能力將回升至230萬桶/日左右，到2027年第一季度則有望進一步上升。

The Financial Times says Treasury Secretary Bessent's recent, unexpected intervention in the US Treasury market — an operation that briefly pushed yields lower before they rose — runs counter to the Fed's anti-inflation push. The episode raised market scrutiny ahead of Fed official Wash's Jackson Hole speech; Wash has urged investors to rely on economic data and market prices rather than central-bank forward guidance. Market participants warn that if Bessent's effort to control yields proves ineffective, pressure could build for Fed market intervention. Bessent and Wash are both protégés of Stanley Druckenmiller and remain on good terms, but markets now view Treasury and the Fed as moving in opposite directions.

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