Per Reuters, US Energy Secretary Wright said 17 mln barrels of crude transited the Strait of Hormuz on Monday, the highest flow since Iran-related conflict disrupted shipping. That contrasts with preliminary vessel-tracking from Kpler, which showed only five bulk carriers transited on Monday and recorded no oil cargoes. Vessels with transponders turned off would not appear in Kpler’s data. Wright has previously said Hormuz flows exceed ship-tracking firms’ records.

伊朗外交部發言人巴加埃：美國缺乏說服各國加入對伊朗經濟戰的邏輯。

Maybank economists say this super El Niño is likely to have a milder impact on Thailand’s economy and headline inflation than the 2015–16 event. Prolonged hot, dry conditions will hit agricultural output, but fresh food accounts for only about 8% of the CPI today versus ~10% in 2015–16. Thailand’s economy is increasingly driven by electronics and digital sectors, reducing sensitivity to an agricultural downturn. Maybank forecasts GDP growth of 2.4% in 2026 and 2.7% in 2027, with average headline inflation of 1.6% in 2026 and 1.8% in 2027.