美国农业部：7月美国2026/2027年度大豆产量预期为44.75亿蒲式耳，市场预期为44.59亿蒲式耳，6月预期为44.35亿蒲式耳。7月美国2026/2027年度大豆期末库存预期为3.1亿蒲式耳，市场预期为3.3亿蒲式耳，6月预期为3.1亿蒲式耳。7月美国2026/2027年度大豆单产预期为53蒲式耳/英亩，市场预期为53蒲式耳/英亩，6月预期为53蒲式耳/英亩。

International Energy Agency forecasts global oil demand will rise by 1.9 mln bpd by 2027.

SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears elevated and recent CPU growth largely reflects historical catch-up; CPUs still represent far less absolute value in AI servers than GPUs. Patel said large-scale deployment of co-packaged optics (CPO) has been delayed to late‑2028 into 2029, extending the demand window for copper-cable connectors.