伊朗外交部發言人：伊朗與美國之間的諒解備忘錄並非基於信任，而是基於明確的“承諾換承諾”機制。

Fubao Info battery carbonate spot basis index -2,185 yuan/ton (+270). Battery-grade lithium carbonate 159,850 yuan/ton (-850); industrial-grade (composite) 157,450 yuan/ton (-600); premium battery-grade 160,850 yuan/ton (-850). Lithium hydroxide index 145,833.33 yuan/ton (-500). Metallic lithium index 1,065,000 yuan/ton (unchanged). Fubao brine lithium (lithium sulfate) discount factor 76% (unchanged).

At a July 8 briefing, the Taiwan Affairs Office commented on reports that TSMC will inject $20bn into its U.S. unit to build a 12‑inch wafer fab and an advanced packaging plant. The office noted this is the sixth approval by Taiwan economic authorities for TSMC's U.S. investments, bringing cumulative approved investment to $44bn, and said the move has heightened island concern that TSMC could become an "American TSMC." Spokesperson Chen Binhua accused the DPP of treating TSMC's U.S. investment as a token of alignment with the U.S., abandoning Taiwan's industrial base and sacrificing industrial interests to secure U.S. support, and warned the further this course continues the more public worries will be realised.