伊朗最高領袖顧問：口頭承認諒解備忘錄作廢的責任在於美國總統特朗普。

中東局勢升級推動原油價格快速上漲，市場風險溢價開始向農產品市場擴散。美盤玉米、大豆、小麥等核心農產品期貨短線同步走高，交易員正在重新計入能源價格上漲帶來的農業成本壓力。 原油不僅影響燃料成本，也是化肥生產和全球物流的重要基礎。油價大幅上漲可能推高化肥、運輸和農業生產成本，使市場提前交易“成本推動型通脹”的可能性。 與此同時，黑海地區和中東作爲全球重要糧食與能源運輸節點，地緣風險升溫提高了市場對供應鏈中斷的擔憂。國際貿易商開始增加風險溢價，部分資金轉向農產品等實物資產進行防禦。市場正在從此前交易經濟放緩，轉向重新評估能源、糧食和地緣風險共同推動的再通脹環境。

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.