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Iranian oil minister Mohsen Paknejad said on the 11th that Iran is repairing gas production facilities damaged in the fighting and expects daily capacity to recover about 95 million cubic meters by the end of September, roughly half of the daily gas

2026-08-11

Iranian oil minister Mohsen Paknejad said on the 11th that Iran is repairing gas production facilities damaged in the fighting and expects daily capacity to recover about 95 million cubic meters by the end of September, roughly half of the daily gas output lost to the conflict.

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2026-08-11

Fubao electric-carbon spot basis index at -950 yuan/ton (unchanged). Battery-grade lithium carbonate 143,650 yuan/ton (+2,400 yuan/ton). Industrial-grade lithium carbonate (composite) 141,050 yuan/ton (+2,400). Premium battery-grade lithium carbonate

Fubao electric-carbon spot basis index at -950 yuan/ton (unchanged). Battery-grade lithium carbonate 143,650 yuan/ton (+2,400 yuan/ton). Industrial-grade lithium carbonate (composite) 141,050 yuan/ton (+2,400). Premium battery-grade lithium carbonate 144,750 yuan/ton (+2,500). Lithium Hydroxide index 130,833.33 yuan/ton (+2,500). Metallic lithium index 975,000 yuan/ton (unchanged). Fubao brine (lithium sulfate) discount factor 75% (-1).
2026-08-11

Japanese media, citing people familiar with the matter, report the Bank of Japan could raise its policy rate again at the Sept. 17-18 policy meeting after a June increase, citing rising inflation risks driven by rapid AI-related demand growth, a shar

Japanese media, citing people familiar with the matter, report the Bank of Japan could raise its policy rate again at the Sept. 17-18 policy meeting after a June increase, citing rising inflation risks driven by rapid AI-related demand growth, a sharp yen depreciation and higher oil prices. Markets had previously expected roughly six-month spacing between hikes. Minutes from the BOJ’s July 30-31 meeting showed some board members urged a faster pace of tightening; one said the pace of policy-rate increases could exceed market expectations, another said it was necessary to speed up the adjustment of monetary easing.
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