At a White House briefing, U.S. Vice President Vance said about 15 mln barrels of oil transited the Strait of Hormuz yesterday and shipping traffic has nearly returned to pre-conflict levels. He blamed elevated gasoline prices on Iranian attacks on vessels and said the U.S. is taking multiple measures to pressure Tehran to stop firing on ships. Vance added the U.S. has additional tools on Iran—some President Trump will use, others will not—and said Washington will not engage in talks until Iran

夜盤開盤，國內期貨主力合約跌多漲少。燃料油、低硫燃料油（LU）、滬銀跌超2%，滬金、甲醇跌近2%，瀝青、苯乙烯（EB）、純苯等跌超1%。漲幅方面，聚氯乙烯（PVC）、純鹼、燒鹼、玻璃漲超1%。

Japan's finance minister Katayama is expected to be retained in an upcoming cabinet reshuffle, local media report. Reappointment would signal policy continuity on economic management, exchange-rate oversight and budget-process reform and preserve close coordination with U.S. Treasury Secretary Bessent, who has both pressed Japan to raise rates and assisted yen stabilization. Keeping Katayama should limit reshuffle-driven market volatility; replacing her could disrupt U.S.-Japan FX cooperation, add upward pressure to government bond yields and weigh on the yen amid tighter market conditions from government spending plans.