Citigroup raises near-term copper price forecast to $14,500/mt and sets a 6-12 month target of $15,000/mt.

Australian Deputy Prime Minister and Defence Minister Richard Marles confirmed on the 31st that Australia will be unable to purchase newly built US Virginia-class nuclear submarines under the prior procurement agreement and will instead receive US in-service Virginia-class boats. Under the US-UK-Australia trilateral security partnership (AUKUS), Canberra had planned from the 2030s to acquire two US in-service Virginia-class submarines plus one newly built, improved Virginia-class boat. Marles said the adjustment will age Australia’s submarine fleet but could relieve pressure on US shipbuilding capacity.

【2026年6月1日银行间外汇市场人民币汇率中间价】 美元/人民币报6.8167，下调（人民币升值）9点； 欧元/人民币报7.9122，下调38点； 港元/人民币报0.86986，下调4.3点； 英镑/人民币报9.1339，上调4点； 澳元/人民币报4.8759，上调118点； 加元/人民币报4.9188，下调69点； 100日元/人民币报4.2656，下调62点； 人民币/俄罗斯卢布报10.4888，上调183点； 新西兰元/人民币报4.0589，上调235点； 人民币/林吉特报0.58309，下调11.7点； 瑞士法郎/人民币报8.6922，上调207点； 新加坡元/人民币报5.3197，下调74点。