Bank of England Monetary Policy Committee member Taylor: The downside risks are becoming increasingly apparent.

Energy: 1. Hungarian Foreign Minister: We believe the "Friendship" pipeline is technically operational, and we hope Ukraine will immediately resume crude oil shipments to Hungary. 2. India's crude oil imports in January fell 0.6% year-on-year to 21.1 million tons; diesel exports fell 14.6% year-on-year to 2.4 million tons; gasoline exports rose 3.2% year-on-year to 1.4 million tons. 3. Morgan Stanley: Raised its near-term Brent crude oil price forecast, as geopolitical risk premiums may persist for a long time, but expects oil prices to fall back to $60 per barrel later this year. 4. According to the Wall Street Journal: Chevron has entered into exclusive negotiations with Iraq regarding a giant oil field project. 5. Market news: Australia and New Zealand will lower the price ceiling for Russian crude oil. Precious Metals and Mining: 1. Trafigura: Trafigura signed an $1.1 billion loan agreement to support long-term supplies of key metals to German industry. 2. Central bank data shows that Venezuela's gold reserves will decline by 11% to 47 tons by 2025. 3. JPMorgan Chase: Predicts a 130,000-ton copper supply shortage in 2026. Increased scrap copper supply and the return of supply following several major disruptions in 2025 are expected to put the copper market back in a moderate surplus state in 2027. Copper prices are projected at $13,500 per ton in Q2 2026 and $13,000 per ton in Q3 2026. 4. JPMorgan Chase: Aluminum prices are projected to average $3,200 per ton in Q2 2026 and remain largely stable in the second half of 2026. A 230,000-ton aluminum supply deficit is estimated for 2026. 5. Goldman Sachs: Overall, central bank gold purchases and increased gold exposure by private investors in anticipation of Fed rate cuts will drive gold prices slowly up to $5,400 per ounce by the end of 2026. Tariffs: 1. Trump's 10% global tariffs take effect. 2. US media: The Trump administration is considering imposing new national security tariffs on six industries, including batteries, pig iron, and iron fittings.

The UN General Assembly adopted a resolution on a lasting peace in Ukraine, with 107 member states voting in favor.