伊拉克石油部长：与哈里伯顿的协议为期五年，将把宾乌马尔油田的原油产量提高到15万桶/日，伴生气产量提高到3亿标准MSCF/日。

U.S. Naval Forces Central Command said on social media that the U.S. Navy suspended active search at 1500 local time on July 5 for a sailor assigned to Sea Combat Helicopter Squadron 5 who was embarked on the USS George H. W. Bush. The sailor went missing after an MH-60S Seahawk made an emergency water landing in the Arabian Sea on July 1. U.S. Navy and Air Force units conducted a large-scale joint search-and-rescue within CENTCOM’s area of responsibility for more than 102 hours, covering over 14,000 square miles, before ending active search efforts.

China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-fall dynamic; CICC judges H2 2026 likely lacks a basis for a fresh one-way decline as costs form a floor, supply contraction becomes entrenched, weather may add episodic shocks, and demand opens up. Sector performance ranking: oilseeds and vegetable oils, cotton, natural rubber, sugar > soybeans, corn. Q2 valuations have corrected to reasonable levels; CICC recommends medium-to-long-term buy-the-dip positioning to capture phased recoveries and trend upside.