Market rumors say Indonesia may relax annual nickel mining quotas (RKAB) in H2; the energy and mineral resources ministry (ESDM) and local media have not confirmed. Unnamed sources say the government could adjust the total annual mining quota mid-year and some miners plan to file for additional quota applications early next month. If enacted, the move would likely ease feedstock tightness for domestic smelters but could exert downward pressure on global nickel prices; the proposal remains highly

【期貨熱點追蹤】原油系期貨重心延續下探，宏觀承壓、供應釋放等因素共振，機構觀點指出，當前受到地緣緩和與宏觀鷹派的共振打擊，油價仍延續偏弱震盪運行。

Russian Deputy Foreign Minister Sergei Ryabkov said on the 23rd there are currently no U.S.-Russia strategic stability talks. He said Moscow recognizes the importance of strategic stability amid global turbulence but that dialogue requires certain conditions, chiefly a positive shift in U.S. policy toward Russia — "there has been no such shift so far." Ryabkov added Russia has noticed signals from Washington indicating a willingness to discuss strategic stability topics and that talks could be bilateral rather than multilateral.