Yemen's Houthi forces said they used two missiles to attack Riyadh's King Khalid International Airport.

CITIC Securities says 3Q26 transport & logistics earnings divergence should persist as a cycle paradigm shift boosts profit elasticity in oil tankers and container lines. Oil shipping: expect a renewed upswing in crude tanker spot rates after the National Day holiday; recommend names positioned to benefit and monitor G7 strategic crude/diesel releases, elevated refining cracking spreads, and seasonal plus cross-regional demand that should lift product tanker volumes. Container shipping: shipowners’ margin recovery is the likely valuation catalyst; recommended exposure to Red Sea re-rating plays and carriers with stable cash flow and high dividend capacity. Express delivery: peak-season price recovery underway, while low volume growth is accelerating competitive differentiation. Air cargo: AI-related supply-chain shipments were a key driver of 1H air freight growth and have raised the share of schedule-stable, high-tech cargo; watch peak-season restocking and new capacity flowing through to margins and firms with low expectations but attractive upside for cyclic resilience.

英國首相伯納姆：非常致力於在峯會上與歐盟達成更深入的合作。