Energy:
1. Slovakia proposes a special EU summit to discuss fuel prices.
2. Russia lowers its 2027-2029 pipeline natural gas export forecast and its 2026 natural gas production and LNG export forecasts.
3. The International Gas Union: The Iran war has led to continued tension in global natural gas market pricing.
4. US Energy Secretary Wright denies reports of a planned total ban on US diesel exports, stating it will be done on a voluntary basis. It is understood that US oil executives are lobbying against a ban.
5. National Energy Administration: As of the end of August, the national cumulative installed power generation capacity reached 4.103 billion kilowatts, a year-on-year increase of 11.1%.
6. European Bank for Reconstruction and Development: Iraq's economy is expected to contract by 12% due to declining oil exports.
7. Saudi government data shows that Saudi Arabia's merchandise exports fell by 17.2% year-on-year in July, with oil exports falling by 12.8%.
Agriculture/Mining:
1. Zhengzhou Commodity Exchange issued a notice soliciting opinions on sunflower seed oil futures and options contracts and detailed rules for futures business.
2. Glencore: Partnering with the U.S. Export-Import Bank to establish a strategic mineral reserve fund.
3. The United Nations will help six countries—Indonesia, Zambia, Guinea, Zimbabwe, Madagascar, and Nigeria—upgrade their key mineral value chains.
4. European Bank for Reconstruction and Development: Black Sea attacks could reduce Ukraine's wheat, metal, and oilseed exports by up to $5.5 billion by 2026.
