Harlan Ullman, chairman of the Kilowen Group and a retired US Navy officer, called current US‑Iran tensions very serious and warned they could escalate into a regional war, saying the next few days are critical. He blamed recent attacks on ships in the Strait of Hormuz on Iran and said the timing — during the multi‑day funeral for Iran’s assassinated supreme leader and a NATO summit in Turkey — suggests Tehran sought to raise pressure on Washington and strengthen its bargaining position while be

2026-07-08

Harlan Ullman, chairman of the Kilowen Group and a retired US Navy officer, called current US‑Iran tensions very serious and warned they could escalate into a regional war, saying the next few days are critical. He blamed recent attacks on ships in the Strait of Hormuz on Iran and said the timing — during the multi‑day funeral for Iran’s assassinated supreme leader and a NATO summit in Turkey — suggests Tehran sought to raise pressure on Washington and strengthen its bargaining position while betting US military retaliation would be constrained by the risk of causing civilian casualties that would draw international condemnation. Ullman warned the standoff could lift global oil prices and increase political pressure on Trump.

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2026-07-08

國際海事組織祕書長譴責霍爾木茲海峽新一輪針對船隻的襲擊。

2026-07-08

能源: 1. 哈薩克斯坦計劃將燃料出口禁令延長至2027年5月。 2. 國際能源署(IEA):今年全球天然氣消費量預計下降0.5%。 3. 維多能源集團擬在委內瑞拉開設辦事處,押注美委石油協議延續。 4. EIA下調今明兩年美、布兩油價格預期,預計明年石油市場將重回過剩狀態。 5. 消息人士:沙特擬擴建紅海方向石油管道,繞開霍爾木茲海峽日增200萬桶運力。 6. 阿聯酋阿布扎比國家石油公司ADNOC:通過長期原油供應和儲存合作,深化與韓國的能源安全夥伴關係。 貴金屬和礦業 1. 烏茲別克斯坦六月黃金儲量升至1390萬金衡盎司。 2. 必和必拓全球最大鐵礦石出口港工人將於7月16日罷工。 3. 消息人士:日本7月至9月交貨的鋁溢價定爲395美元/噸,較上一季度上漲12%-13%。 4. 中國6月末黃金儲備環比增加約14.93噸,至約2346.446噸,爲連續第20個月增持黃金。 5. 美國國防部正尋求在未來五年內採購約1.6萬噸電池級碳酸鋰,合同價值最高達3億美元。 伊朗局勢: 1. 周內三艘商船遭襲,聯合海事信息中心JMIC:已將霍爾木茲海峽海上安全威脅等級上調至“嚴重”。 2. 美國