整理：每日全球大宗商品市场要闻速递（5月5日）

Energy - As of the week ending April 29, the speculative net long positions in WTI crude oil futures increased by 2,716 contracts to 116,599 contracts [1] - As of the week ending April 29, the net long positions in natural gas futures on NYMEX and ICE decreased by 14,904 contracts to 185,432 contracts [1] - OPEC+ agreed to continue accelerating production in June and may approve an additional increase of 410,000 barrels per day for July [3] - Goldman Sachs has lowered its oil price forecast based on the assumption of increased OPEC+ supply [3] - Barclays has also reduced its Brent crude price expectations for this year and next due to OPEC+ accelerating production [3] - Baker Hughes reported that U.S. drilling companies have reduced the number of oil and gas rigs for the first time in three weeks [3] - The six-month Brent crude oil price spread has turned into a futures premium for the first time since December 2023 [3] Precious Metals and Mining - As of the week ending April 29, the speculative net long positions in COMEX gold futures decreased by 9,857 contracts to 115,865 contracts [2] - Global central banks purchased a net of 17 tons of gold in March [3] - Bank of America reported that gold experienced weekly outflows for the first time since January [3] - Following China's export restrictions, rare earth prices surged over 210% [3] - The EU saw a sharp decline in steel exports to the U.S., losing 1 million tons and 2 billion euros [3] - The Indian Ministry of Mines projected iron ore production to reach 289 million tons in the fiscal year 2024-25, up from 277 million tons in 2023-24 [3]