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整理:每日全球大宗商品市场要闻速递(5月26日)
news flash·2025-05-26 06:47

Energy - Vietnam has signed a nuclear energy cooperation agreement with France [1] - Russia is in deep discussions with Bahrain regarding a liquefied natural gas supply agreement [1] - The US has invited officials from Japan and South Korea to Alaska to discuss cooperation, including a large natural gas pipeline project [1] - HSBC expects OPEC+ to announce an acceleration in supply increases in July, similar to May and June, with a pause in production increases expected in Q1 2026. The forecast for Brent crude oil prices is $68.5 per barrel in 2025 and $65 per barrel in 2026, with increasing downside risks [1] - Egypt's Ministry of Petroleum announced the arrival of a floating storage and regasification unit, ENERGOS POWER, from Germany with a capacity of 174,000 cubic meters, and plans to lease two additional units [1] Precious Metals and Mining - The Democratic Republic of the Congo aims to reach a mineral agreement with the US regarding eastern rebellion by the end of June [2] - The Turkish Finance Minister stated that the country has over $400 billion in unregistered gold reserves, which are not reflected in the banking system and reserves [2] - Citigroup has raised its 0-3 month target price for gold to $3,500 per ounce due to new tariff escalations, expecting gold prices to consolidate between $3,100 and $3,500 per ounce. The target prices for platinum and palladium remain unchanged at $1,050 and $900 per ounce, respectively [2] Agriculture - Japan's Ministry of Agriculture, Forestry and Fisheries announced a new government rice reserve release plan, moving away from bidding to direct contracts with large retailers, with a pre-tax price of 10,700 yen for 60 kilograms of brown rice, which is 47% cheaper than the most recent bid price [2]