俄罗斯诺里尔斯克镍业：预计2027年俄罗斯钯金产量将恢复增长，达到约270万盎司。

Iran's foreign ministry said it can freely use funds set to be unfrozen and that there are no restrictions.

Columnist Matthew Lynn says the long 'oil crisis' era (1973–2026) is ending. He argues recent US–Israel action against Iran, widely feared to trigger a severe energy shock, pushed oil up briefly but did not hit inflation-adjusted record highs (2008 peak $147/bbl ≈ $224/bbl today). Markets no longer expect emergency energy-consumption curbs or runaway interest-rate spikes. Lynn identifies three market implications: a reduced strategic weight for the Middle East; downward pressure on inf — US headline prices could be near-flat YoY for a decade or more; and greater global economic stability as oil loses its headline-driving role, though it remains economically important.