以色列總理內塔尼亞胡：以色列國防軍將在黎巴嫩真主黨威脅消除之前留在黎巴嫩。

ADNOC is proposing a new pricing method for crude sold to long-term customers that would set the monthly official selling prices (OSP) of Gulf grades Upper Zakum, Das and Umm Lulu as differentials to the Dubai benchmark, applying to cargoes loading two months forward. Currently those three grades’ OSPs are set as differentials to Murban futures traded on ICE Abu Dhabi; ADNOC said Murban’s pricing mechanism would not change. ADNOC’s marketing team has discussed the plan with refiners and traders in Singapore and Japan; no timeline for review or implementation has been announced.

South Korea's KOSPI rose about 1% and Japan's Nikkei 225 gained about 0.9% on the day as chip stocks capped a strong first half. KOSPI has rallied roughly 100% in 1H, briefly touching a historical high of 9,385; Samsung Electronics and SK Hynix are up about 180% and 310% year-to-date. In Japan, the Nikkei 225 is up about 40% in 1H and TOPIX about 17%, with chip-equipment names Advantest and Tokyo Electron up roughly 65% and over 120%, respectively. Drivers include AI-driven memory-chip demand, semiconductor supply-chain strength and corporate reform momentum.