Energy:
1. A Libyan oil refinery in western Libya was attacked again by drones.
2. EIA: Shipping threats in the Bab el-Mandeb Strait have not affected Saudi oil production.
3. US API crude oil inventories increased by 9.072 million barrels last week, compared to an expected decrease of 500,000 barrels.
4. Iranian Oil Minister: 95 million cubic meters of natural gas production will resume by the end of September.
5. US Energy Secretary: The seven-day average of oil exports from the Strait of Hormuz is currently close to 9 million barrels per day.
6. EIA raised its price forecasts for WTI and Brent crude oil for this year and next, lowered its global crude oil production forecast for this year, and raised its demand forecast for 2027.
7. Japanese Prime Minister Sanae Takaichi: Canadian crude oil has arrived in Japan for the first time since the deterioration of the Middle East situation.
8. US Vice President demands Ukraine stop attacking oil tankers using Russian ports.
9. Ukraine's attack on Russian refineries exacerbates supply shortages; Russia imports gasoline from India for the first time. Agriculture/Mining:
1. Ukraine is considering exporting grain via the Moldova Railway.
2. UAE Global Aluminium: Plans to invest $400 million to restore damaged aluminum production capacity in the Middle East.
3. Chile's Copper Commission (Cochilco) has raised its 2026 average copper price forecast to $5.95 per pound, while maintaining it at $5.10 per pound in 2027; global copper production is projected to reach 23.5 million tons in 2026 and 24.5 million tons in 2027.
Iran Situation:
1. Iranian media: A Saudi vessel was attacked in the Bab el-Mandeb Strait, resulting in at least three deaths.
