据伊朗塔斯尼姆通讯社：伊朗方面表示与美国在多哈的会谈地点尚未确认。

Wood Mackenzie forecasts EU gas storage will finish the key refill season (typically Apr–Oct) at about 76 pct full, the lowest peak since 2011, increasing risk of higher gas prices for businesses and households this winter. Supply shortfalls reflect Middle East conflict disruptions to LNG shipments through the Strait of Hormuz and production declines in Qatar and the UAE. EU storage began the refill season unusually low at 28 pct after a cold winter; Gas Infrastructure Europe (GIE) data show average storage currently around 48 pct.

Minmetals Futures said weekend reports of supply-side restarts are pressuring lithium carbonate and prices are likely to open lower. Supply: H2 incremental lithium carbonate output will be driven mainly by spodumene, with overall release pacing slightly faster than H1. Demand: downstream orders remain full; July–August is a seasonal EV consumption trough but downstream production continues to rise MoM, and peak demand is expected in Sept–Oct. Overall, Minmetals judges the annual supply–demand balance will remain tight — even if a large Jiangxi lithium mine resumes production. A near-term price decline may prompt downstream buyers to bring forward restocking, which would limit downside.