Energy:
1. Trump criticizes California governor's clean energy deal with the UK as "inappropriate."
2. Market news: Kazakhstan expects its marketable natural gas production to reach 2.74 billion cubic meters by 2026.
3. A Greek energy company and Chevron (CVX.N) sign a maritime concession agreement with the Hellenic Republic for hydrocarbon exploration and production.
4. According to Iranian state media: The National Iranian Oil Company states that the three ships seized by India have no connection to Iran.
5. Market news: Azerbaijan's oil exports in January fell 24% year-on-year to 2.64 million tons.
6. Hungarian Oil and Gas Industry Corporation (MOL): If oil shipments from the east fail to resume in the coming days, Hungary may need to release approximately 250,000 tons of strategic crude oil reserves in the first phase.
7. Ukrainian President Zelensky: Russia is preparing for a further large-scale attack on the energy sector, requiring a properly configured air defense system and timely support from partners.
Precious Metals and Mining:
1. Mexican Economy Minister Ebrard: Mexico and Canada will submit action plans on minerals, infrastructure, and supply chains in the second half of the year.
2. Wheaton Precious Metals: Production is projected to be 860,000 to 940,000 ounces of gold equivalent in 2026 and approximately 692,000 ounces of gold equivalent in 2025.
Other:
1. Market News: Export operations at Russian Baltic ports are threatened by ice formation.
2. According to Interfax: Russian presidential aide Patrushev stated that Russia is preparing measures to respond to the seizure of its merchant ships.
