July 3 — After Thursday talks with Japanese prime minister Takaichi, Indian prime minister Modi said India and Japan will strengthen cooperation on critical minerals. Foreign Ministry spokesman Guo Jiakun said such bilateral cooperation should help deepen regional understanding and stability, must not target or harm third parties, and should not form exclusive "small circles" that provoke confrontation. He added maintaining global production and supply‑chain stability and security is a shared re

Nigeria became the first OPEC member to join the International Energy Agency (IEA) as an associate member, deepening ties between the global energy agency and Africa's largest oil producer. The move brings a country of more than 240 mln people into the IEA network. Nigeria is a major oil and gas exporter but faces domestic energy constraints, including limited power supply and heavy reliance on polluting cooking fuels. Nigeria is seeking to expand its influence by raising refining capacity and boosting fuel exports, while the IEA aims to broaden engagement with major emerging energy participants.

1. 据焦联网，多数主流焦企召开会议并达成一致决议：7月3日发函进行焦炭第十轮提涨，涨幅为50-55元/吨，要求6日执行，并提议焦企加大自律限产幅度至30%，以应对亏损加剧的严峻局面。 2. 据Mysteel，截至7月2日当周，螺纹产量、表需由降转增，厂库由增转降，社库连续两周增加。螺纹产量216.52万吨，较上周增加3.27万吨，增幅为1.53%。 3. 经销商称，印度6月棕榈油进口量环比下降10.5%至49.2万吨，创14个月新低。印度6月豆油进口量环比下降23%至38.1万吨。 4. 美国农业部数据显示，截至6月25日当周美国2025/2026年度大豆出口净销售为4.2万吨，低于30-65万吨的市场预期，前一周为45.5万吨；2026/2027年度大豆净销售18.3万吨，前一周为90.2万吨。 5. 布宜诺斯艾利斯谷物交易所表示，阿根廷2025/26年度大豆和玉米收割率分别达到99.1%和52.9%。交易所预计阿根廷大豆产量为5010万吨，玉米产量为创纪录的6400万吨。 6. 新加坡企业发展局（ESG）数据显示，截至7月1日当周，新加坡燃料油库存下降64.8万桶，至1965.4万桶的两周低点。 7. 中矿资源发布异动公告，公司股票交易价格连续三个交易日收盘价格涨幅偏离值累计超过20%。本次临时停产检修，短期内，公司的锂盐产量会有所下降。 8. 据SMM数据，截至本周四，全国冶金级氧化铝建成总产能11842万吨/年，运行总产能8795万吨/年，全国氧化铝周度开工率较上周下降0.23个百分点至74.27%。