Jefferies raises BP (BP.N) PT to 580p from 550p.

India on Tuesday imposed an immediate export ban on lithium‑ion battery black mass — a recycling material containing lithium, cobalt, nickel and manganese — reclassifying it from free export to prohibited. Notifications from the Ministry of Commerce and Industry and the Department of Commerce say the ban covers lithium‑ion battery black mass and unclassified battery waste not containing lead, cadmium or mercury, and aims to encourage domestic processing of critical battery materials to support India’s EV supply‑chain strategy. India, one of the fastest‑growing EV markets, targets EVs to account for 30% of new car sales and 80% of new two‑ and three‑wheeler sales by 2030.

【期貨盯盤神器專屬文章】USDA意外下調玉米單產；大豆單產漲幅不及預期，期末庫存意外下調，基金空頭被打了個措手不及！庫存消費比逼近警戒線，基金真要停止賣出了嗎？