Documents show the Russian government cut its 2026 refined petroleum products export forecast by 24.1 mln tonnes to 98.5 mln tonnes.

Bessent's line that "Iran is not ready" reflects the Trump administration's assessment of acceptable deal terms. PEZESHKIAN on Aug. 31 said he still sought talks, but US and Iranian forces exchanged fire the same day, underscoring a gap on terms. Bessent's call that "oil will fall" is conditional: if the US suppresses Iran's mine‑laying capability and reopens the Strait of Hormuz, and global demand weakens, the geopolitical risk premium could unwind quickly. Physical flows do not yet confirm that path — weekend transits through the strait were only about five commodity vessels per day and Brent briefly traded at $91.52. A Reuters survey still sees a 2026 crude deficit of roughly 1.65–3.5 mln b/d. At the same time, the US Treasury is enforcing a 'zero‑leakage' campaign against Iranian oil transport and finance; tighter sanctions could tighten supply before producing Iranian concessions.

據有關通知：亞馬遜(AMZN.O)將於2026年10月1日起在華盛頓裁員121人。