伊朗外交部发言人：美国就谅解备忘录发表自相矛盾的声明，无助于减少伊朗民众的不信任感。

Authorities said a drone strike hit an industrial facility in Ukraine's Poltava region; the resulting fire has been extinguished.

Yen weakness, despite policy efforts to halt the fall, could lift aggregate profits at Japanese automakers by about ¥934bn (≈$5.8bn) if the currency stays near current levels. Toyota’s May guidance assumes $1=¥150 versus the current ~¥161; Toyota estimates each ¥1 depreciation boosts its operating profit by ¥50bn, implying a substantial benefit from continued yen weakness. Other OEM assumptions are more conservative: Honda $1=¥145, Nissan $1=¥150, Subaru and Mazda $1=¥155. In yuan terms of input costs, raw material and energy prices in yen have fallen more than 30% from late‑April peaks after the US‑Iran peace agreement. Analyst Tatsuo Yoshida says the recent developments could be materially positive for firms that already factored Middle East risks into forecasts and that lower gasoline prices may help consumer confidence and support vehicle demand.