Energy firms visiting Venezuela were told to bring their own generation to power oil and gas operations to avoid frequent blackouts from a poorly maintained national grid, reports say. A new draft of Venezuela’s petroleum law would require power self-sufficiency in hydrocarbon extraction areas and contemplates allowing private firms to sell electricity to oil developers; leaked documents indicate companies would be required to use off-grid systems to avoid burdening the fragile grid.

能源： 1. 5月份，印度的燃料出口量降至近四年来的最低水平。 2. 阿联酋计划修建一条绕过霍尔木兹海峡的石油产品管道。 3. 市场消息：哥伦比亚石油工人联合会宣布进行24小时罢工。 4. 消息人士：俄罗斯西部港口的石油出口在5月份环比增长15%。 5. 马来西亚国家石油公司文件显示，将5月马来西亚原油官方售价设定为每桶升水126.80美元。 贵金属和矿业： 1. 德商银行：将2026年年末黄金价格预测下调至每盎司4800美元，之前为5000美元。维持2027年底每盎司5200美元的价格预测。 2. 德商银行：将2026年年末白银价格预测下调至每盎司80美元，之前为90美元。将2026年年末铂金价格预测下调至每盎司2,100美元，之前为每盎司2,300美元。 3. 印度政府：关于印度央行可能已出售约120亿美元黄金的新闻报道是“虚假的”。印度央行发布关于黄金持有量的澄清说明，截至目前，实物黄金库存保持在880.52吨不变。 其他： 1. 越南统计局：5月份大米出口增长19.3%，达到925,000吨。 2. 越南贸易部：将对自泰国进口的部分糖产品的反倾销税延长至2031年。

President Trump said in a July 3 broadcast interview the US maritime blockade of Iran could continue until Labor Day (Sept. 7), but he called that outcome unlikely and said he expects a deal soon. He described negotiations as "moving rapidly" and said "we will not let them have nuclear weapons," adding other positive developments are expected.