A temporary shift in Ukrainian drone targets has reduced strikes on refineries, boosting domestic refining runs and cutting Russian crude exports. Industry-compiled tanker shipping data show four-week exports to Aug. 2 fell to 3.9m bpd — the first time in six weeks below 4.0m bpd and the lowest level since mid-June. If Ukrainian attacks on refining facilities resume, Russian crude exports could rebound in the coming weeks.

市场消息：Anthropic与一家人工智能云初创公司签署了100亿美元的计算服务协议。

At morning close, China's domestic futures main contracts were mixed: ferrosilicon up more than 4%; container-shipping Europe-route rates rose over 3%; 20# rubber, stainless steel (SS) and PTA gained over 2%; rubber and coking coal rose about 2%; rapeseed oil was up just over 1%. Lagging contracts included red dates (jujube) and SC crude oil, both down more than 1%; fuel oil and corn slipped nearly 1%.