整理：每日全球大宗商品市场要闻速递（7月2日）

Group 1 - Iran is preparing to lay mines in the Strait of Hormuz amid the outbreak of conflict with Israel [1] - Russia will temporarily reduce fuel exports to stabilize the exchange rate [2] - Iraq reports that imports of Iranian natural gas have decreased by half [3] Group 2 - Mexico's oil production has fallen to levels not seen since the late 1970s [4] - Goldman Sachs indicates that if OPEC+ decides to increase production, the market is unlikely to react significantly as expectations have already shifted in that direction [5] - Shipping intelligence firm Kpler reports that Saudi Arabia's crude oil exports increased by 450,000 barrels per day in June to 6.33 million barrels per day, the highest level in over a year [6] Group 3 - Kazakhstan's crude oil production in June increased by 7.5% compared to May, reaching 1.88 million barrels per day, marking a historical high [7] - Kazakhstan's crude oil production in the first half of the year grew by 13% year-on-year, reaching 1.79 million barrels per day [7]