Israeli Prime Minister Netanyahu said Mossad will continue to be on the front line against Iranian aggression.

Fubao data show lithium carbonate spot prices declined. Fubao EV battery spot basis index -2,950 yuan/ton (unchanged). Fubao battery-grade lithium carbonate 170,000 yuan/ton (-7,000); industrial-grade (composite) 167,350 yuan/ton (-7,000); premium battery-grade 171,000 yuan/ton (-7,000). Lithium hydroxide index 156,833 yuan/ton (-6,000). Metallic lithium index 1,110,000 yuan/ton (unchanged). Brine-derived lithium (lithium sulfate) discount factor 76.5% (+1.5). Inventory holders showed active inquiry and quoting.

Retired US general Mark Kimmitt said Israeli forces have pushed deep into southern Lebanon, reaching Beaufort Castle — the furthest Israeli penetration in 26 years — and may no longer be in a position to withdraw. Kimmitt said Tehran is likely leveraging Hezbollah and the Lebanon front to divert attention from its nuclear talks and to unsettle the US strategically, after previously seeking leverage via the Strait of Hormuz.