US Treasury Secretary Bessent told a G20 fireside that the US 3-3-3 energy plan targets oil-equivalent supply and that US daily oil production has risen 1.6–2.2 mln bpd since Trump took office. He said the Strait of Hormuz will achieve “bypass passage” within two years and become “worthless waters” as oil moves to land pipelines. On Iran, Bessent said 85–90% of Iranian facilities could be rebuilt and Iran may hold the world’s third-largest energy resources. He said the US may announce banking sa

With eight months to France’s presidential election, French assets are showing strain. France’s borrowing premium over Germany, a key sovereign-risk gauge, is nearing its highest level since the 2012 euro-area debt crisis. Stress has spread to French equities and corporate bonds, leaving French assets lagging peers. France’s fiscal deficit tops 5% of GDP, borrowing costs are rising and growth is weak, leaving the economy close to recession. Investors’ central question is how a successor would address these entrenched fiscal and growth challenges. In last week’s first presidential debate, far-right frontrunner Marine Le Pen and far-left Jean-Luc Mélenchon proposed contrasting measures including higher spending, a lower retirement age, partial cancellation of government debt and proposals to suspend certain payments to the EU.

烏克蘭外長：除了加強對莫斯科的施壓之外別無他法。在烏克蘭加大戰場壓力的同時，我們期待合作伙伴在冬季來臨前加大對莫斯科的經濟施壓，並加強烏克蘭的防空能力和能源韌性。