New crude oil ETF holdings report published. WTI (USO) nominal exposure ~26.28 mln barrels, up 0.156 mln barrels on the day. Brent (BNO) futures holdings ~7.17 mln barrels, down 0.057 mln barrels on the day. Full holdings now available to track flows beyond price.

伊朗议会国家安全和外交政策委员会主席阿齐兹：核问题是公众的关键诉求，将是谈判中的复杂部分。谈判将非常困难。

Huatai Securities said a prior drag on lithium prices reflected hidden inventories becoming visible and uncertainty about next-year demand. It expects H2 2026 cancellation of export tax rebates to front‑load demand, and seasonal peak demand to support a lithium-price rebound. Under a neutral 2027 scenario (global EV sales +10–15% YoY; energy‑storage cell shipments +30–40% YoY), global lithium carbonate supply‑demand is likely to remain tight and roughly balanced. The firm notes recent share-price pullbacks may already embed pessimistic lithium-price expectations and flags potential seasonal recovery opportunities in commodities and equities.