ConocoPhillips (COP.N) CEO said if oil prices hold at current levels, U.S. crude production is expected to exceed 14.0–14.5 mln barrels per day.

Wheat futures rose for a third session after Russia threatened to escalate operations in Ukraine, raising concern about further disruption to Black Sea grain shipments. Chicago most‑active wheat futures jumped as much as 1% on Monday before trimming gains; the contract is on its longest winning streak in a month. Russia said it will intensify strikes on Ukrainian infrastructure. Black Sea wheat supplies have been heavily constrained since July; further escalation could undermine Turkey’s efforts to protect shipments. CRM AgriCommodities said Turkey-led mediation could eventually restore flows but may take months; progress would remove the risk premium, while continued supply disruption would keep supporting prices.

日本30年期国债收益率上升2.5个基点，创下4.23%的历史新高。