印度總理莫迪：期待與澳大利亞總理阿爾巴尼斯的會談。

The UK Maritime Trade Operations (UKMTO) said three attacks on tankers near the Strait of Hormuz on Tuesday prompted it to raise the maritime threat level to 'severe', the second-highest. An unnamed LNG carrier suffered a fire after an unidentified object struck the port side of its engine room while transiting the strait. A very large crude carrier (VLCC) was hit by an unidentified object as it departed the strait; the vessel continued to its destination and no casualties were reported. A third tanker was attacked near Oman's Musandam peninsula, sustaining minor structural damage. UKMTO said the likelihood of deliberate hostile action has increased, navigational disruption persists and vessels should remain highly vigilant. It added that Iran's Islamic Revolutionary Guard Corps' hailing and route-interference activity continues, notably targeting ships with their automatic identification system (AIS) active.

Escalation in the Middle East has pushed oil sharply higher and risk premia are now spilling into agricultural markets. US corn, soy and wheat futures rose intraday as traders repriced higher energy-driven input costs. Oil gains increase fertilizer production and global logistics costs, so sustained oil strength could lift fertilizer, transport and farm production costs and prompt markets to price cost-push inflation. Heightened geopolitical risk around the Black Sea and Middle East — both key grain and energy shipping corridors — raises the probability of supply disruptions; international traders are widening risk premia and reallocating some capital into physical commodities. Market positioning is shifting from a growth-slowdown trade to reassessing a re-flationary mix of energy, food and geo risks.