Bank of Japan board member Ayano Sato: Exchange rates should reflect financial and economic fundamentals.

Shipping schedules show average supply of the five North Sea crude grades underpinning the spot Brent benchmark is expected at 474,000 bpd in August, up from 452,000 bpd in July.

① Iran 1. Iran and Lebanon agreed to establish a conflict management working group. ② United States 1. U.S. Central Command: The parties discussed how to advance the implementation of the framework agreement signed by Lebanon and Israel in Washington last Friday. ③ Israel 1. Israel stated that its military destroyed a Hezbollah tunnel more than 200 meters deep in southern Lebanon. 2. Israel Defense Forces: In response to previous ceasefire violations, they struck three Hezbollah command centers in Nabatiyah and Mefadon in southern Lebanon. They also struck and dismantled a Hezbollah launcher. 3. Israel Defense Forces and the Israel Security Service: On Sunday, they launched an attack in northern Gaza, eliminating Zaher Brahim Khalil Abu Salim, a military operative of the Islamic Jihad group who infiltrated Israeli territory during the October 7 operation. ④ U.S.-Iran Talks 1. Sources say that technical teams from Iran and the United States will meet in Doha in the coming days to discuss the implementation of the memorandum of understanding. 2. Iranian Deputy Foreign Minister: No technical working group meeting scheduled for this week. 3. US President Trump: Iran has requested a meeting. The meeting will be held in Doha tomorrow. 4. According to Axios: US Special Envoy Witkov and Trump senior advisor Kushner will travel to Doha today to meet with the Qatari Prime Minister and other officials on Tuesday to discuss negotiations with Iran. 5. White House Press Secretary Levitt: Presidential Special Envoys Witkov and Kushner "will fly to Doha this week" to participate in high-level talks between the US and Iran. 6. According to Iranian media: The Iranian Embassy in Doha refuted the US President's baseless accusations, announcing that preparations for talks between Tehran and Washington in Qatar have not yet begun. 7. Iranian Foreign Ministry Spokesperson: The current focus is on implementing the memorandum of understanding. There are no plans for any negotiations with the US in the coming days. 8. Iranian President: The relevant "memorandum of understanding" is a bilateral matter; if the US adheres to the terms of the agreement, Iran will also fulfill its obligations. ⑤ Strait of Hormuz 1. Omani Foreign Minister: Does not support charging passage fees in the Strait of Hormuz. 2. 14 million barrels of Iraqi oil stranded in the Strait of Hormuz were shipped out. 3. French President Macron: France and Oman have decided to cooperate with partners to conduct mine-clearing operations in the Strait of Hormuz. 4. The Iranian military only allows ships to pass through the Strait of Hormuz via the route south of Larak Island. 5. Market news: The Qatari Ministry of Transport recommends suspending navigation and all forms of maritime activity until further notice. 6. Iranian Deputy Foreign Minister: According to the Islamabad Memorandum, only Iran has the right to conduct mine-clearing operations in the Strait of Hormuz. He warned France against interfering in the matter, as this would only further complicate the already sensitive situation. 7. Iranian Deputy Foreign Minister: If Oman is unwilling to cooperate on the Strait of Hormuz management mechanism, Iran will proceed with the relevant work on its own; however, it has seen Oman's willingness to cooperate. Oman has been informed of the need to redraw navigation routes in the Strait of Hormuz, and technical talks will be held between the two sides. 8. Iranian Deputy Foreign Minister: Iran opposes any vessels passing through the undesignated Strait of Hormuz routes and will seek to prevent such passage. ⑥ Other Circumstances 1. Israel claims to have killed a leader of Hamas' Rafah Brigade. 2. Israel Defense Forces: A 16-kilometer-long Hamas tunnel has been sealed off. 3. According to the UAE National News Agency: The UAE will allow its citizens to travel to Lebanon starting Monday. 4. Sources: The US government believes the possibility of Israel and Syria normalizing relations before the October Israeli parliamentary elections is "very slim."