Energy:
1. Russian Deputy Prime Minister Novak: In the past two years, we have seen oil consumption increase by more than 1 million barrels per day annually. By 2050, oil consumption growth could reach 20 million barrels per day.
2. Russian Deputy Prime Minister Novak: Russia's plan to produce 100 million tons of liquefied natural gas annually has been delayed for several years due to sanctions, but plant construction continues.
3. Iraq, the Kurdish region, and international companies have reached an agreement to extend oil export agreements for three months until March 31 next year.
4. The interruption of Iranian gas supply has resulted in a loss of approximately 4,500 megawatts of power generation in Iraq.
5. Gazprom: In 2025, Gazprom delivered 38.8 billion cubic meters of natural gas to China through the "Power of Siberia" project.
6. Japan's Ministry of Economy, Trade and Industry: Japan's crude oil imports in November increased by 2.6% year-on-year; total sales of petroleum products in Japan in November decreased by 4.5% year-on-year; gasoline sales in Japan in November decreased by 3.2% year-on-year.
Precious Metals and Mining:
1. During the Asian trading session, international spot gold hit a new record high, while spot silver broke through $75/ounce for the first time.
2. Two sources involved in quarterly pricing negotiations indicated that top aluminum producers have raised their premium offers to Japanese buyers for primary aluminum for January-March from the initial $190-203/ton to $210-225/ton.
Agriculture:
1. Thailand's Ministry of Commerce: Rice exports are expected to exceed 7.5 million metric tons in 2025 and reach 7 million metric tons in 2026.
