UKMTO reported on the 8th local time that a vessel 18 nautical miles east of Seeb, Oman, in the Sea of Oman was struck by an "unknown projectile" and caught fire; the blaze has been extinguished and all crew are reported safe. Authorities are investigating. UKMTO advised transiting vessels to proceed with caution.

卡塔爾大學學者阿勒-埃泰比指出，海灣國家正爲伊朗以補償換取重開霍爾木茲海峽的要求深感憂慮。他認爲，伊朗將其與阿曼就海峽航行問題的談判視爲對美博弈的延伸，意在就美方違反諒解備忘錄索取賠償。“重開水道的代價是什麼？用解凍資產換航行自由？這絕非原則問題，而是伊朗對美國及該地區打出的談判牌，”他警告，如果伊朗要求以金錢換取開放霍爾木茲海峽，“一兩個月後可能再來要求更多資金以重新開放”，這將陷入無休止談判，侵蝕信任與航行自由。他主張在伊阿談判之外，恢復美伊直接對話，並就資產解凍與海峽管理尋求折中。 儘管海灣國家樂見伊阿談判取得成果，但在伊朗的補償要求面前，其選擇極爲有限。阿勒-埃泰比表示，各方對伊阿談判持積極態度，希望藉此重新確認航行自由。但他警告，伊朗將航行自由視爲“交換籌碼”，這對海灣國家是危險信號。他坦言，海灣國家“不願動武，只能自衛、捍衛主權”，因此選擇極爲有限。伊朗週六稱與阿曼即將達成協議，但強調重開海峽須待華盛頓接受德黑蘭條件（包括賠償）。考慮到海灣油氣出口高度依賴霍爾木茲海峽，這一僵局令各國深感被動。

JP Morgan said the Q2 earnings season is in its late stage, with about 80–85% of US and European companies reported. EPS broadly beat expectations across both regions and the share of companies reporting upside rose materially. Despite elevated pre-season expectations, aggregate S&P 500 EPS continued to climb, and the proportion of firms lowering earnings guidance fell to its lowest level since 2021. YoY EPS growth ran about 25% in the US and 23% in Europe, both above consensus. Revenue growth was also healthy, roughly +14% YoY in the US and +10% YoY in Europe. A large portion of the earnings gain came from the energy sector, supported by geopolitically driven higher energy prices; financials and technology were also significant contributors.