美國至7月3日當週API成品油進口 -32.5萬桶/日，前值21.3萬桶/日。

At the NATO summit in Ankara President Erdogan said the US has pledged aircraft, signaling a substantive thaw in defence ties frozen over Turkey’s purchase of Russia’s S-400 system. The Trump administration reportedly moved to bypass congressional restrictions to advance F110 engines and potential backing for Turkey’s F-35 participation, reflecting transactional diplomacy to court a geopolitically pivotal Ankara. The package drew strong opposition from Israel and other regional allies but directly bolstered confidence in Turkey’s defence supply chain and eased tensions on NATO’s southeastern flank in the near term. Macro/market takeaways: a warmer US‑Turkey relationship could prompt regional realignments after multi-front Middle East clashes, support TRY stabilization, and shift georisk premia from acute bilateral isolation toward a broader geopolitical tug-of-war.

巴基斯坦機場管理局：一架從沙迦飛往卡拉奇的K2航空波音737貨運航班於當地時間21時18分報告導航系統故障。該架K2航空波音737飛機上共有5名機組人員。