Energy:
1. India's imports of oil, crude oil, and refined products reached $18.31 billion in July.
2. Kazakhstan's oil exports via the CPC pipeline reached 271,000 tons in July.
3. Russia is reportedly interested in investing in India's oil and gas sector.
4. The Central Bank of Turkey: Its 2026 oil price forecast is $87.8, up from the previous forecast of $89.4.
5. Iran set its September price for Iranian Light crude oil sold to Asia at a discount of $4.70 per barrel to the Oman/Dubai benchmark.
6. Diesel crack spreads rose above $98, a record high, following reports of Houthi attacks on Saudi Aramco refineries in Yemen.
7. US Energy Secretary Wright: Currently, 8 to 9 million barrels of oil pass through the Strait of Hormuz daily; oil shipments will continue to increase.
8. Venezuelan Oil Minister: Agreements for the development of natural gas fields have been signed with BP, UAE's XRG, and Qatar's UCC.
Agriculture/Mining:
1. India's gold imports in July totaled $4.16 billion.
2. Indonesian Nickel Miners Association: Additional nickel ore production quotas for 2026 will be selectively issued.
3. Statistics South Africa: In June, platinum group metals production fell 8.4% year-on-year, gold production rose 6.2% year-on-year, and total mining output fell 4.0% year-on-year.
4. Indonesian President: Food supplies remain secure despite El Niño. In the near future, the state-owned commodity management company Danantara Sumberdaya will be responsible for managing all strategic export commodities.
5. Due to the blockade of major Black Sea ports, Ukraine's grain export shipments in August fell 76% year-on-year.
Other:
1. It is reported that Ukraine has proposed a ceasefire to Russia targeting civilian areas in the Black Sea.
2. Maersk CEO: I believe the conditions for a full return to the Suez Canal by 2026 are in place.
