Energy:
1. Market news: Polish operators will increase gas delivery capacity to Ukraine.
2. Market news: Operations at four Libyan oil terminals have been suspended due to severe weather.
3. According to Interfax: Sources say Russia's ban on gasoline exports to producers may be lifted in February.
4. Colombian Finance Minister: Colombia will lower gasoline prices by approximately 300 Colombian pesos in February.
5. According to Reuters calculations: Russian oil and gas revenue is expected to fall to 420 billion rubles in January due to weak oil prices and a stronger rupee.
6. The head of the Syrian oil company stated that negotiations are underway with Shell for a deal to acquire full ownership of the Omar oil field. Several new US companies, including Chevron, are about to enter the market. We will export natural gas and oil.
Precious Metals and Mining:
1. Hindustan Zinc executive: Silver outlook remains bullish.
2. Peru's Ministry of Energy and Mines: November copper production fell 11.2% year-on-year to 216,152 tons.
3. Chile's Copper Commission: Chilean copper production will peak at 6.06 million metric tons in 2033, then decline to 5.86 million metric tons in 2034.
4. Spot gold broke through $4,700/ounce for the first time in history, rising 8.8% in the first month of the new year, an increase of over $380.
5. BHP Billiton (BHP.N) reported second-quarter copper production of 490,500 tons, down 4% year-on-year; iron ore production was 69.7 million tons, up 5% year-on-year.
Agriculture:
1. Brazilian agricultural consultancy Safras: Brazil's soybean exports are projected to reach 105 million metric tons in 2026. Soybean meal production is expected to reach 47.4 million tons in 2026, a 2% increase from the previous cycle.
2. India approved the export of some wheat products, easing restrictions that had been in place for over three years.
Tariffs:
1. US President Trump: I will impose a 200% tariff on French wine and champagne, and French President Macron will join the Peace Committee.
2. US Trade Representative: If the Supreme Court rules against him, Trump can immediately impose alternative tariffs.
