US-Iran tensions lifted oil prices and raised bets the Bank of England will tighten; sterling rose to a one-year high vs the euro and a three-week high vs the dollar. Monex Europe said the oil shock is reinforcing the Bank of England's tightening outlook and that "the UK's inf problem remains more stubborn than the US or euro area." Easing UK political risks and an IMF upgrade to the UK's growth forecast also underpinned sterling.

【期货热点追踪】现货市场去库持续且储能头部企业基本维持满产，需求极具韧性，碳酸锂期货为何仍连续五日下跌？点击阅读。

China State Planner says the '15th Five-Year' carbon-peak action plan sets five priority tasks. 1) Accelerate energy-structure adjustment: push large-scale non-fossil energy development, speed upgrades to power-system renewable absorption, promote clean substitution for coal consumption and continue optimizing oil and gas consumption mix. 2) Advance industrial green, low-carbon transition: accelerate green restructuring of industry, carry out energy‑saving and carbon‑reduction retrofits in traditional sectors, fast-track zero‑carbon parks and factories, green the transformation of computing/IT infrastructure, and leverage the circular economy for emissions cuts. 3) Deepen low‑carbon shifts in key sectors: boost building energy efficiency, accelerate low‑carbon transport, cut public‑sector energy use, and strengthen ecosystem carbon‑sink capacity. 4) Strengthen enabling measures: improve laws, standards and carbon‑emissions accounting, enhance tech support and talent training, increase funding and refine price policies, and mature market mechanisms. 5) Mobilize implementation: tighten local responsibilities, launch nationwide green low‑carbon action and deepen international cooperation.