整理：每日全球大宗商品市场要闻速递（7月4日）

Group 1 - The U.S. plans to hold nuclear talks with Iran in Oslo next week [1] - Barclays has raised its Brent crude oil price forecast to $72 per barrel for 2025 and $70 per barrel for 2026 [1] - The U.S. Treasury has imposed sanctions on companies related to Iraq for their involvement in Iranian oil smuggling, targeting the "shadow fleet" [1] Group 2 - Indonesia will sign a memorandum of understanding with U.S. partners before the tariff negotiation deadline [1] - The EIA reported a natural gas inventory change of 550 billion cubic feet for the week ending June 27, marking the smallest increase since April 11, 2025 [1] - BlackRock is considering selling its stake in Saudi Aramco's natural gas pipeline company [1] Group 3 - Non-farm employment in the U.S. oil and gas extraction industry decreased by approximately 500 jobs in June compared to the previous month, and by about 900 jobs year-over-year [1] - Russia is seeking to confiscate a top gold mining company from a billionaire [1] - Nornickel expects a global nickel surplus of 130,000 tons in 2026, up from a surplus of 120,000 tons in 2025 [1] Group 4 - India's mining minister stated the need to double aluminum and copper production by 2030 [1]