澳洲联储主席布洛克：自五月以来的数据流和发展与我们的预期没有实质性差异。

科威特石油公司国际市场总监：我们的石油产量可能在6到8周内恢复到正常水平的70%，剩余30%的恢复预计需要一个月时间。

Copper and aluminum extended declines, giving back part of this week’s gains, as hopes for a conditional Israel‑Lebanon ceasefire — potentially a step toward wider de‑escalation but contingent on Hezbollah standing down — left Middle East prospects uncertain. Ongoing US efforts led by Trump to negotiate with Iran also fed volatility. ING analysts said recent price moves remain sensitive to macro risk and that Middle East uncertainty is a headwind. A technology-sector pullback added to pressure; copper’s earlier support from AI‑driven demand for power infrastructure weakened after the S&P 500’s nine‑day streak ended and Korea’s KOSPI, an AI barometer, slid as much as 2.6% on Thursday.