Ukraine's agriculture minister Vysotsky said the government is willing to assist exports using alternative routes via rail and the Danube.

Iraq on Friday denied a New York Times report that it is mediating U.S.-Iran negotiations to secure a ceasefire, calling the story "completely baseless" and "detached from reality," the Iraqi News Agency (INA) quoted the prime minister's media office as saying. The office urged media to verify information with official channels and avoid spreading unverified or anonymously sourced reports.

International 1. Morgan Stanley: Expects the Fed to hold rates steady next week. 2. ING: The pound may fall further due to policy divergence between the Bank of England and the European Central Bank, and fiscal risks. 3. Capital Economics: The Bank of Japan may be more pessimistic about Japanese economic activity. 4. MUFG: Since the outbreak of the US-Iran conflict, the yen and the Swiss franc have been the worst-performing G10 currencies. 5. Morgan Stanley: The European Central Bank is expected to raise interest rates in September. 6. ING: A September rate hike by the European Central Bank seems inevitable. 7. Capital Economics: The European Central Bank has given almost no hints about its next move. 8. Capital Economics: The Gulf region's recovery faces new setbacks, affected by increased downside risks due to Iranian attacks. Domestic 1. CITIC Securities: Seize the valuation repair opportunity under the expectation of rising copper prices and the recovery in sentiment. 2. CITIC Futures: Maintain a cautious wait-and-see attitude in precious metals; short-term traders are advised to wait for a clear right-side entry opportunity. 3. CITIC Securities: The off-season is not weak, and the peak season is expected; lithium prices are likely to rebound from their lows. 4. CITIC Securities: Renewable energy is expanding in both quantity and quality, and non-electricity sectors such as green hydrogen are receiving stronger policy support. 5. CITIC Securities: New orders and performance in the domestic CRO/CDMO industry will accelerate in 2026, driving the CXO industry chain into a new development stage. 6. Huatai Securities: The red line for eliminating outdated photovoltaic capacity is becoming clearer. 7. Huatai Securities: AI agents are accelerating the expansion of inference computing power and storage capacity, further accelerating the localization of the self-reliant and controllable supply chain.