烏克蘭總統澤連斯基：與歐盟委員會主席馮德萊恩和國際貨幣基金組織總裁討論了資金缺口問題。

Smelters at Indonesia's Morowali Industrial Park on Sulawesi were told last weekend to cut nickel pig iron (NPI) output after an El Nifio-driven drought reduced water available for cooling and equipment protection, people familiar said. The reduction could total about 100,000 tonnes of NPI. Wood Mackenzie estimates the park's annual installed NPI capacity at roughly 4.2 mln tonnes (about 350,000 t/month). The cut may help curb recent weakness in nickel; LME nickel is down about 18% from its early-May peak.

Wall Street strategists say a popular US Treasury basis trade has dropped to its smallest scale in more than two years, reflecting fewer exploitable mispricings and reduced liquidity provision from hedge funds. The levered strategy, which arbitrages small futures–cash price gaps, has cooled as those spreads compressed, weakening an important source of Treasury demand. Morgan Stanley and Citigroup strategists say the trade is not disappearing but that momentum has waned as relative-value opportunities narrow; Citigroup’s head of US rates strategy Jason Williams said lower market dislocations and volatility have trimmed basis positions and could imply stronger-than-expected Treasury demand. Morgan Stanley estimates nominal notional of leveraged participation in Treasury basis trades fell from $1.26 trillion at the start of the year to about $900 billion.