Energy:
1. Three Saudi-flagged oil tankers passed through the Strait of Hormuz.
2. India's crude oil imports rose 1.1% year-on-year in May to 21.6 million tons.
3. Kuwait initiated increased oil production and immediately lifted all force majeure declarations.
4. Foreign media: The first LNG carrier since the start of the conflict with Iran passed through the Strait of Hormuz.
5. Russian President Vladimir Putin: Stability in the Middle East will benefit the energy market.
6. OPEC maintained its forecast of strong oil demand growth, stating that demand has not yet peaked.
7. Iraqi Oil Minister: Oil production will be gradually restored to normal operations until previous production levels are reached.
8. Malaysian Palm Oil Council: Crude palm oil prices are expected to trade between 4,400 and 4,650 ringgit per tonne in July. Prices will be supported by tightening supply prospects in Indonesia and rising El Niño risks.
Iran Situation:
1. Israeli military: Continues attacks on Lebanon.
2. The Swiss Foreign Ministry: The US-Iran talks scheduled for Friday will not proceed as planned.
3. Lebanese officials stated that Israeli airstrikes and shelling in southern Lebanon have resulted in 23 deaths.
Other:
1. Iranian officials: Merchant ship traffic in southern Iranian ports has returned to normal.
2. Russia proposed increasing exports of fertilizers, pharmaceuticals, and other high-value-added products to ASEAN countries.
3. Goldman Sachs lowered its year-end gold price forecast by $500 and revised its December gold price target down to $4,900 per ounce (previously $5,400).
