美國總統特朗普：昨天有1900萬桶石油從霍爾木茲海峽流出。

Danske Bank forecasts Brent crude will average $80/bbl for the remainder of 2026 and rise to $85/bbl in 2027. The bank said a U.S.-Iran deal would reopen oil shipments through the Strait of Hormuz but warned Iran’s production and exports would take months to normalize, limiting immediate supply relief. Danske flagged ongoing U.S. Strategic Petroleum Reserve releases as a near-term supply factor and said Washington may maintain releases for political reasons ahead of November’s U.S. midterm elections.

Weak demand and expectations of higher supply have pushed July-August delivery prices for Russian ESPO blend crude down to parity with ICE Brent.