A股有机硅板块重挫，东岳硅材跌超11%，硅宝科技、晨光新材、新亚强、润禾材料等跟跌。

FT reports EU imports of LNG from Russia's Yamal project reached a record 9.89 mln t in 1H2026, up 18% YoY, Kpler data show. NGO Urgewald estimates Europe may have paid up to €6 bln for those cargos. Biggest buyers were France (3.6 mln t), Belgium (2.9 mln t) and Spain (2.7 mln t). Under current EU rules purchases of Russian LNG via short-term contracts are banned, requiring customs to verify imports are covered by long-term contracts; from Jan. 1, 2027 the EU will ban imports of Russian LNG under long-term contracts.

On July 12 China's foreign ministry strongly condemned remarks by Japanese foreign minister Motegi on the 10th anniversary of the "South China Sea arbitration ruling", saying Japan is not a party to the disputes and has no standing to challenge China's territorial and maritime claims. Beijing accused Tokyo of invoking the "interested party" label to justify intervention, cited Japan's wartime seizure of Chinese South China Sea features, warned against attempts at "re-militarization", and reiterated it will firmly defend its territorial sovereignty and maritime rights, saying any attempt to challenge China or destabilize the South China Sea is doomed to fail.