A-share energy metals sector opened lower in early trade; Rongjie hit the daily limit down. Yahua Group, Yongxing Materials, TTANQT LITHIUM, Shengxin Lithium Energy, Ganfeng Lithium and Tibet Mining also fell.

According to the Financial Times, US regulators will block the CME Group from accelerating its application to list 24-hour oil contracts, citing concerns that the energy market is not yet ready to handle a large influx of all-day derivatives.

1. Claims Iran requested no attacks during Khamenei's funeral —Trump stated that Iran requested he not attack Khamenei during his funeral, and they agreed, but instead attacked three Saudi and Qatari ships. He added that they could have killed all Iranian leaders during Khamenei's funeral, and that Hegeseth had expressed appreciation for this idea. 2. Threatens to reinstate closure of the Strait of Hormuz—Trump indicated that a possible reinstatement of the strait closure, specifically targeting Iran, was possible. 3. No further mention of terminating the Iran agreement during the summit—Sources indicate that Trump did not reiterate the termination of the interim Iran agreement during the NATO summit, nor did he repeat his criticisms of Spain, and the Greenland issue was not brought up again. 4. Not seeking a protracted war with Iran —Trump: I don't believe there will be another war with Iran. Everything that happens will end quickly. We are not seeking a long war. If Iran attacks, we will retaliate. Any military action, once it occurs, will be swift. 5. Maintaining a Low Oil Price Strategy – Trump stated, "We should keep oil prices low. We are currently facing an oil supply glut. This situation will soon end, and oil prices will fall. We will make the oil situation more secure." 6. Urging the Supreme Court to Re-examine Birthright Citizenship Case – Trump: I will immediately request the U.S. Supreme Court to re-examine the birthright citizenship case. 7. Claiming to be "Iran's Number One Assassination Target," Traveling on Old Air Force One —When asked why he didn't return on the new Air Force One and whether it was related to the potential threat from Iran, Trump stated, "I am Iran's number one assassination target." "It's flying to Europe, heading to one or two of the major bases." Trump indicated he would travel from Turkey to the UK on the old Air Force One, a move that surprised many. 8. Trump Says Iran Called, Desperate for Deal —Aboard Air Force One, Trump said, “Iran just called. They’re very eager to make a deal. I just don’t know if they deserve a deal.” When asked why Iran attacked merchant ships if they were so eager for a deal, Trump said, “Because they’re a little crazy, out of control, but they’re very eager to make a deal.” 9. No Decision Yet on Further Troop Withdrawal from Europe —Trump stated that whether the U.S. will further withdraw troops from Europe will depend on how allies respond to his concerns about Greenland. “If we can’t make a very good deal on Greenland,” he said, adding that he would consider withdrawing troops. 10. Trump and South Korean President Agree to Deepen Shipbuilding Cooperation —Trump and Lee Jae-myung agreed to deepen their partnership in military shipbuilding and continue working-level consultations on related issues. Lee Jae-myung pledged full cooperation and introduced South Korean companies with advanced shipbuilding capabilities.