Energy:
1. Malaysia has reportedly secured fuel supplies until August.
2. High temperatures and energy shortages have driven Japanese spot electricity prices to high levels.
3. According to Nikkei: Japan is preparing to launch trade negotiations with Mercosur, seeking to export more oil and automobiles.
4. Japan's crude oil imports in May are expected to rebound to approximately 1.7 million barrels per day, about three-quarters of the level in the same period last year.
5. According to Interfax: Russian authorities are considering possible restrictions on diesel and kerosene exports, but have not yet made a decision.
6. Documents from Pakistan's Ministry of Energy show that Pakistan is seeking to attract foreign oil producers and global traders to store oil and fuel in bonded storage facilities.
Precious Metals and Mining:
1. Malaysia is reportedly imposing a 10% tariff on some gold bar imports.
2. Sources: A global aluminum producer is seeking to set a premium of $480 per tonne for aluminum shipments from July to September in negotiations with Japan, an increase of 36%-37% compared to the current quarter.
Situation in Iran:
1. Iranian Foreign Ministry: The US has blatantly violated the ceasefire agreement; Iran will respond.
2. Iranian Islamic Revolutionary Guard Corps: 25 ships were allowed to pass through the Strait of Hormuz in the past 24 hours.
3. Wall Street Journal revised report: The US has not restarted the "Freedom Project"; the US military was merely "quietly" guiding ships.
