整理：每日全球大宗商品市场要闻速递（5月21日）

Energy - The EU is considering implementing zero quotas on Russian gas imports, allowing European buyers to terminate agreements with Russian suppliers due to force majeure [2] - Kazakhstan's oil production increased by 2% this month, reaching 1.86 million barrels per day, with the Tengiz oil field contributing 932,000 barrels per day [2] - The Kazakh Energy Ministry expects no further increase in Tengiz oil field production this year, as the country is taking measures to comply with OPEC+ obligations [2] - Qatar's Energy Minister stated that Indian LNG buyers are negotiating to increase procurement from Qatar, with capital expenditures for LNG expansion requiring oil prices to reach $70 or $80 [2] Other Commodities - International gold prices have returned to $3,300 per ounce, while domestic gold jewelry prices have surpassed 1,000 yuan [2] - The International Tin Association announced that Myanmar's Wa State has been granted permission to fully resume tin mining production by late April 2025, and production is gradually recovering [2] - Argentina's Economy Minister announced an extension of tax exemptions on wheat and barley exports until March 31, 2026, excluding soybeans, corn, sunflowers, sorghum, or by-products [2] Geopolitical Developments - U.S. officials indicated that intelligence suggests Israel may be preparing to strike Iranian nuclear facilities, although a final decision has not been made [3] - Iran's Deputy Foreign Minister stated that Iran has received proposals for the next round of U.S.-Iran nuclear negotiations and is currently reviewing them [3] - Iran's Supreme Leader Khamenei expressed skepticism about the success of nuclear negotiations with the U.S. [3] - The Ukrainian Foreign Minister suggested that the price cap on Russian oil should be lowered to $30 per barrel [3] - India plans to spend $10 billion by 2040 to purchase 112 crude oil tankers [3] - The U.S. is preparing to extend Chevron's exemption in Venezuela for another 60 days [3] - Qatar Energy Company's CEO announced that the North Field East expansion project is expected to commence production by mid-2026 [3] - Poland's oil company discovered a new smaller oil field during drilling, with reserves estimated at 2 million barrels of oil [3]