伦敦金属交易所(LME)：铜库存减少5675吨，锌库存减少1175吨，铅库存减少3575吨，锡库存减少90吨，镍库存持平，铝库存减少1750吨。

U.S. Treasury Secretary Bessent said he expects energy prices to ease.

Ship-tracking data and foreign reports show four crude tankers loaded at a Black Sea-area terminal crucial for Kazakh exports over the past few days; two of those vessels have departed waters off the Russian CPC (Caspian Pipeline Consortium) terminal since last Friday. At least three additional tankers are waiting to load, status unclear. Continued loading via CPC should provide some near-term relief to global crude supply; the CPC system moves Kazakh volumes produced in JVs with majors including Chevron and normally accounts for about 2% of global supply. Kazakhstan is the second-largest crude supplier to Europe. Kazakh authorities said over the weekend producers are still delivering crude to the terminal but flows remain below normal. The terminal is prepared to load at pre-attack rates, though export throughput will depend on available tonnage and weather conditions.