伊朗外交部發言人：部分商船未經協調航行，並關閉或篡改AIS信號，此舉增加航運安全和環境風險，妨礙霍爾木茲海峽安全通航。

By the morning session close, China’s main futures contracts were mixed. Container freight to Europe plunged over 5%; red dates, Shanghai silver and glass fell more than 2%; lithium carbonate slipped about 2%; live hogs, platinum and coated paper were down over 1%. On the upside, LPG rose over 2%; rapeseed oil and stainless steel (SS) gained nearly 2%; propylene, styrene (EB), soybean No.2 and plastics (including the monthly-average plastics contract) were up more than 1%.

China Galaxy Securities says June cement demand was seasonally weak due to high temperatures and Meiyu rains; clinker-line shutdowns varied by region as firms accelerated capacity curtailment and clinker inventories declined. Cost pressures in June prompted regional attempts to lift prices, leaving the national average cement price slightly up MoM. Looking ahead, off-season demand in July is unlikely to support prices, the marginal effect of staggered production controls will fade, and cost-side support will lessen; the firm expects cement prices to trend weaker at low levels in July.