伊朗外交部：伊朗始終關注霍爾木茲海峽航運安全，地區航道安全局勢惡化的根本原因是美國和以色列政權的軍事侵略。伊朗在遵守國際法的同時，已採取必要防禦措施，以維護自身安全和國家利益。

Industrial metals retreated as Middle East hostilities intensified after an LME six-metal index hit a record high. Copper and aluminium had surged to fresh highs and zinc topped $4,000/t for the first time since 2022, driven largely by supply-side strains, but the US–Iran confrontation now poses downside risks to demand and prices via weaker global growth. The US military said it destroyed five Iranian oil tankers after what it described as an attempt by Tehran to attack a US Navy warship; Iran’s Islamic Revolutionary Guard Corps said it struck two US warships, eight tankers and 10 other vessels in the Persian Gulf in response to US strikes. Brent crude rebounded toward $100/bbl, heightening inflation worries ahead of US CPI on Friday.

Kazakhstan Justice Ministry says enforcement actions against the North Caspian Operating Company oil consortium are ongoing.