GOLDMAN SACHS: LOWERS Q2 FORECAST FOR BRENT/WTI TO $90/87 GIVEN THE REDUCTION IN RISK PREMIUM AT THE FRONT OF THE CURVE AND ALREADY EDGING UP OIL FLOWS THROUGH THE SOH

EU economy commissioner Valdis Dombrovskis warned that the bloc still faces a “stagflationary shock” of weak growth and higher inflation despite the US–Iran two-week ceasefire easing energy tensions, and said the European Commission is preparing to cut its 2025 growth forecast. Before the conflict, the Commission projected EU growth of 1.4% this year and 1.5% in 2027, with inflation just above 2%. Internal scenarios now show growth could slow by up to 0.4 percentage points if energy prices normalize by end-2026, or by 0.6 points this year and next if normalization is delayed, while inflation could rise by up to 1.5 percentage points in the more severe case. Dombrovskis said uncertainty remains high regarding the Iran conflict’s economic impact and warned fiscal responses must remain temporary and targeted.

英国外交大臣库珀：我们应当支持国际海事组织关于滞留于霍尔木兹海峡的船舶的提议。海洋的基本自由不得被单方面剥夺或出卖。