ADNOC is proposing a new pricing method for crude sold to long-term customers that would set the monthly official selling prices (OSP) of Gulf grades Upper Zakum, Das and Umm Lulu as differentials to the Dubai benchmark, applying to cargoes loading two months forward. Currently those three grades’ OSPs are set as differentials to Murban futures traded on ICE Abu Dhabi; ADNOC said Murban’s pricing mechanism would not change. ADNOC’s marketing team has discussed the plan with refiners and traders

At its 2026 second extraordinary shareholders’ meeting, Ganfeng Lithium said recent lithium carbonate price swings reflect market noise rather than a change in fundamentals — lithium-salt supply and demand remain in a tight balance. June’s price drop was driven by seasonal spot weakness, amplified concerns over hidden inventories and continued weakness in futures. The company said the short-term dip should support downstream restocking ahead of the peak season. Looking to H2 and next year, supply-side risk is elevated: two–three years of depressed prices curtailed large-scale capex, and near-term new output largely comes from earlier projects, keeping expansion measured. Demand remains cautiously optimistic: storage and EV segments, supported by geopolitics and high energy prices that raise the priority of energy independence and security, should provide medium- to long-term support for lithium demand.

據伊朗國家媒體：兩名革命衛隊成員在伊朗西部遭不明槍手襲擊身亡。