Spot silver fell as much as 3.00% intraday, last at $58.05/oz.

欧盟外交与安全政策高级代表卡拉斯：关于新的俄罗斯制裁方案仍有一些未解的问题。

CITIC Securities research said lithium prices plunged this week as expectations of marginally looser supply weighed, driven mainly by restarts at Jiangxi lithium mines and Zimbabwe spodumene cargoes due in July. Concentrates remain tight; several lithium-salt makers cut output amid feedstock constraints and maintenance, while spodumene and mica production fell and weekly output continued to decline. Inventories are still being drawn down, though some spot parcels are being withheld to support prices. Demand shows no major weakness: new upstream capacity will begin commissioning and ramp in H2, amplifying downstream restocking, and a planned 2027 EV subsidy step-down is encouraging installations this year and lifting H2 production expectations. Commercial vehicle volumes rose 36% YoY in 1H; Jan–May pure-electric vehicle exports were 1.833 mln units, up 114.4% YoY. CITIC expects July and August production schedules to post MoM gains — off-season not weak, with peak season likely.