el-Sisi (Egypt)

CBE连续第二次会议维持利率不变，将2026年通胀预测从11%上调至16-17%，将矛头指向地区冲突和能源冲击

大坝竣工后水库蓄水量接近240亿立方米，开罗指6月的单边蓄水导致青尼罗河水位下降，威胁其水资源安全

特朗普在G7峰会上围绕加沙重建和伊朗协议拉拢塞西。国内通胀、镑汇疲软、苏伊士收入下滑仍在持续施压

At the G7 Trump says the dam is causing Egypt 'tremendous problems' and offers to restart US Nile mediation, six months after Ethiopia inaugurated Africa's largest hydro project

Tamar/Leviathan maintenance cuts ~250 mcf/d on top of the war cutoff; Cairo fast-tracks LNG to hold a gas-dependent grid through summer