Bahrain's military said it intercepted an Iranian attack on Wednesday.

Energy: 1. Goldman Sachs: Maintains its bearish forecast for TTF prices in 2028/29, at €19/MWh and €16/MWh respectively. 2. Kazakhstan's Ministry of Energy: Tengiz Chevron plans to produce up to 40 million tons of oil by 2026. 3. India's diesel exports fell 40.4% year-on-year in June to 1.3 million tons. 4. JODI (Joint Oil Data Center): Saudi Arabia's crude oil production increased by 244,000 barrels per day in May to 6.56 million barrels per day. 5. Abu Dhabi National Oil Company (ADNOC) remains committed to proceeding with the $6.2 billion Umm Sheif gas cap development project. 6. Germany and Azerbaijan issued a joint statement pledging to strengthen cooperation on key global issues such as energy flows, including natural gas. 7. Data released by the Indian government on Tuesday showed that the country's crude oil imports in June fell by more than 12% from May to 19.59 million tons. 8. Kazakhstan will suspend oil shipments to the Black Sea following the tanker attack. 9. Increased risks in the Strait of Hormuz have led Indian refiners to suspend oil loading from Iraq. 10. Data shows that two oil tankers carrying Saudi crude turned back in the Red Sea, heading towards the Suez Canal. 11. Saudi crude oil exports via the Red Sea reached a record high before the Houthi rebels issued their warning. 12. A report shows that my country's oil and gas production equivalent will reach 420 million tons by 2025. 13. Market news: Egypt is negotiating a multi-year liquefied natural gas (LNG) agreement with energy giants, seeking to purchase 15 to 18 LNG shipments per month for 3 to 5 years. 14. Iraqi Oil Minister: The total value of agreements signed between the Iraqi Ministry of Oil and US companies is expected to reach $200 billion. 15. Iraqi Oil Minister: Iraq's current crude oil production capacity has reached 4.8 million barrels per day. 16. According to Kyodo News: Japan's crude oil imports from the Middle East are expected to fall by 26.4% in the first half of 2026. Agriculture/Mining: 1. BHP Billiton and the Port Hedland union have made progress, and negotiations will resume next week. 2. Prediction market platform Kalshi has applied to the U.S. Commodity Futures Trading Commission (CFTC) to launch perpetual futures linked to gold. Iran Situation: 1. Joint Maritime Information Center (JMIC): The threat level in the Strait of Hormuz remains at "serious". 2. Trump downplayed the possibility of U.S.-Iran negotiations, threatening to strike underground nuclear facilities. 3. Iranian military: If the U.S. attacks Iranian nuclear facilities, U.S. interests in the Middle East will be retaliated against.

A-share IPv6 concept stocks fluctuated higher, with Unisplendour Corporation rising over 7% and Ruijie Networks rising over 5%. ZTE Corporation, Wangsu Science & Technology, and Fiberhome Communications also followed suit. On the news front, the Central Cyberspace Affairs Commission issued the "Implementation Plan for Deepening Technological Innovation and Integrated Application of Internet Protocol Version 6 (IPv6) (2026-2030)," which proposes that by 2027, the end-to-end connectivity of IPv6 will be comprehensively improved, and significant progress will be made in technological innovation and integrated application.