英国海事贸易组织：有可靠消息来源报告称，一艘船只遭到不明飞行物袭击导致火灾，现已被扑灭。船员已报告安全，无环境影响。

Qatar University scholar Al‑Eteibi said Gulf states are alarmed Iran may demand compensation to reopen the Strait of Hormuz, and that Tehran treats talks with Oman over navigation as an extension of bargaining with the US. He warned Iran could accept frozen-asset releases in exchange for transit now and press for additional payments later, creating open-ended demands that would erode trust and navigation security. Al‑Eteibi urged restoration of direct US‑Iran talks to seek a compromise on asset unfreezing and strait management. Gulf states, he said, welcome progress in Iran‑Oman negotiations but have very limited options if Tehran insists on compensation; they are unwilling to use force and say they can only act in self‑defense. Iran said an Oman-mediated agreement is imminent but that reopening depends on Washington accepting Tehran’s conditions, including compensation. Given Gulf oil and gas exports’ heavy reliance on the Strait, the impasse leaves regional exporters exposed.

Elon Musk said Starlink’s third-generation satellites (V3), planned to be launched by Starship, would deliver roughly an order-of-magnitude improvement in overall performance versus the current Falcon-launched second-generation (V2) fleet. He said SpaceX plans to deploy an order-of-magnitude larger V3 fleet and later iterations alongside remaining V2 and handset-direct satellites, raising total bandwidth to more than 100x that of V2. Musk forecast V2’s ARR this year at $20bn and said SpaceX’s communications revenue could exceed $200bn even if revenue per gigabit falls to one-tenth.