韓國KOSPI指數跌幅擴大至2%，三星電子跌0.4%，SK海力士跌3%。

Minutes of the RBA's June meeting said policy needs to remain restrictive to eliminate excess demand. The minutes were finalised before Brent crude fell more than 10% last week, leaving their hawkish tone out of step with recent market moves. Markets currently price only about 10bp of further tightening by year-end and roughly 17bp of easing by 2027. The AUD is caught between the RBA's readiness to hike if necessary and market bets that rates have likely peaked; if incoming data confirm oil-driven disinflation, AUD could be repriced lower. Declines in Sydney and Melbourne house prices increase domestic growth risk and may accelerate dovish market repricing despite the RBA's still-tight rhetoric.

殼牌液化天然氣展望：如果霍爾木茲海峽的航運在今夏恢復正常，2026年的液化天然氣貿易可能與去年相似，預計將在2027年恢復增長。