Energy:
1. India demands the US allow it to purchase Iranian oil to curb trade with Russia.
2. Russian Deputy Prime Minister: Russia will ban traders from exporting diesel, with the export restrictions set to last until the end of the year. The gasoline export ban will also be extended until the end of the year.
3. Indonesia's gasoline imports in July fell to their lowest level since September 2023, averaging approximately 318,700 barrels per day.
4. Iraqi Prime Minister: An agreement has been reached to export oil from Kurdish oil fields via the Iraq-Turkey pipeline.
5. Trump: It is believed that Turkey will stop purchasing Russian oil.
6. All ongoing West-East Gas Pipeline III projects have been put into operation.
7. The Daqing Gulong National Demonstration Zone for Continental Shale Oil has added 158 million tons of proven shale oil reserves.
8. National Energy Administration: As of the end of August, China's cumulative installed power generation capacity reached 3.69 billion kilowatts, an 18% year-on-year increase. 9. Hungarian Prime Minister: Trump has been told that if Hungary stops buying Russian natural gas and oil, it will be a blow to the Hungarian economy.
Precious Metals and Mining:
1. Brazilian President Lula will discuss plans regarding critical metals with US President Trump.
2. Citigroup: The Grasberg crisis suggests that the copper supply gap will widen starting in 2026, and copper prices could rebound to $12,000 per ton in 2026.
3. The Indonesian government has reached an agreement with Freeport Indonesia to suspend operations at the Grasberg mine and prioritize the search and rescue of trapped workers.
Agricultural Products:
1. Argentine presidential spokesman: Argentina will maintain zero tariffs on beef and poultry exports until October 31.
2. Argentine government data shows that thanks to a tax-free window, Argentine soybean exports have reached their highest level in at least seven years.
3. According to Bernama, citing Malaysian government officials, the United States has agreed to consider tariff exemptions for Malaysian products such as cocoa and palm oil.
