Brazil's finance minister said the government is willing to renegotiate agricultural debt but will not accept a blanket, one-size-fits-all restructuring that covers all groups, particularly programs that include recipients without genuine need. He stressed agricultural debt restructuring is not linked to oil export taxes.

Shell said in its 2026 LNG Outlook that global LNG supply is expected to be flat y/y in 2026 as Middle East conflict disrupts shipments, breaking more than a decade of growth. The report assumes the Strait of Hormuz will reopen this summer; if the strait remained closed for several weeks, roughly one-fifth of global exports could face a rare annual contraction. Even if passage is restored, Shell warned LNG facilities would need six to eight weeks to restart and ramp output. As the world’s largest LNG trader, Shell expects supply growth to resume in 2027. Vitol and the IEA, by contrast, see supply‑demand tightness possibly lasting about two years.

On June 30, 2026, PBOC's Pan met Deutsche Bank CEO Christian Sewing. They exchanged views on China and global economic and financial conditions and on Deutsche Bank's business operations in China.