Tasnim: attack in waters off Iran’s Hormozgan province; local sources say two Iranian fishing boats were struck by "enemy projectiles". Preliminary information indicates possible fatalities or injuries.

Polysilicon front-month futures jumped intraday then pulled back, finishing about 3% higher. Galaxy Futures says downstream inventories average >30 days; only 2–3 downstream firms report low stocks and may make modest purchases by month-end, so high-priced spot transactions are unlikely near term. Producers met again on Sept. 11; market chatter suggests a one-year output cap near 1.05 mln tonnes, but Galaxy Futures notes this will not necessarily be priced into futures absent visible production cuts. Producers retain a not-below-cost selling stance and are quoting 40–43 yuan/kg. As industry expectation of reduced internal competition strengthens, nearby contracts may see discount repair; Galaxy Futures cites a short-term reference range of 36,000–39,000 yuan/ton.

European equity close Sept 14 (Mon): Germany DAX30 closed down 110.75 pts (-0.43%) at 25,446.41; UK FTSE 100 closed up 50.97 pts (+0.48%) at 10,701.41; France CAC 40 closed down 61.99 pts (-0.76%) at 8,117.78; EURO STOXX 50 closed down 59.88 pts (-0.95%) at 6,265.25; Spain IBEX 35 closed down 265.19 pts (-1.34%) at 19,573.31; Italy FTSE MIB closed down 838.53 pts (-1.60%) at 51,673.50.