Energy:
1. India cracks down on shadow fleet for the first time, seizing three smuggled oil tankers.
2. Trump plans to push for the operation of US coal-fired power plants to provide power support for military operations.
3. US Trade Representative Greer: Talks have been held with India regarding oil from Venezuela.
4. Sources: Two Saudi companies and three US companies plan to form a consortium to conduct oil and gas exploration and energy production in northeastern Syria.
5. Syrian Oil Company CEO: ConocoPhillips is close to reaching an onshore agreement. The Banias refinery has a capacity of 95,000 barrels per day and is expected to reach 130,000 barrels per day by October.
Metals and Mining:
1. BNP Paribas: Gold prices are expected to rise to $6,000 this year, a logical move.
2. US Trade Representative Greer: Discussions on agreements for critical minerals have begun. He reiterated that critical minerals are a matter of national security.
3. Sources say India is negotiating critical mineral agreements with France, the Netherlands, Brazil, and Canada.
4. American Gold & Silver Corporation and US Antimony Corporation have reached an agreement through their operating units to jointly establish a joint venture.
5. According to local media reports, Indonesia has so far approved nickel ore mining quotas of approximately 260 million to 270 million tons for 2026.
