Workflow
整理:每日全球大宗商品市场要闻速递(6月13日)

Energy - Morgan Stanley predicts that an attack on Iran could drive oil prices up to $120 per barrel and push the US CPI to 5% [2] - Morgan Stanley maintains a basic expectation of oil prices in the range of $60 to $65 for the remainder of 2025, with a forecast of $60 for 2026 [2] - Israel is considering military action against Iran in the coming days, with operations targeting dozens of Iranian sites under the code name "Lion's Strength" [2] Precious Metals and Mining - The US plans to invoke the Defense Production Act for rare earth elements [3] - The US announced tariffs on steel appliances, including washing machines and refrigerators, effective from the 23rd [3] Agriculture - Coceral raised the EU and UK soft wheat production forecast for 2025 from 137.2 million tons in March to 143.1 million tons [4] - The USDA's soybean production forecast for the US in the 2025/2026 season is 4.34 billion bushels, aligning with market expectations [4] - The USDA maintained Argentina's soybean production forecast for 2024/2025 at 49 million tons, slightly below market expectations, and Brazil's forecast at 169 million tons, also unchanged [4] Trade Situation - Japan's trade negotiator rejected partial agreements with the US [5] - The US Commerce Department has established a tariff exemption procedure specifically for automobiles assembled in the US [5] - Trump is set to sign key parts of the US-UK trade agreement in the coming days [5]