Energy:
1. The first shipment of US liquefied natural gas (LNG) for 2026 has arrived in Ukraine.
2. Spain's Strategic Petroleum Reserve: Spain's crude oil imports rose 1.5% year-on-year in December to 5.3 million tons.
3. Morgan Stanley raised its Brent crude oil price forecast for the first quarter of 2026 to $62.6 per barrel. It expects oil prices to fall below $60 per barrel later this year.
Metals/Mining:
1. Reuters survey: Gold prices may reach new highs in 2026.
2. The Argentine Foreign Ministry stated that Argentina and the United States have reached an agreement on key minerals.
3. Tata Power believes that Indonesian coal prices will rise due to production cuts.
4. China Gold Association: my country's gold production in 2025 is 381.339 tons, up 1.09% year-on-year.
5. World Gold Council: The dynamic of gold generating positive returns during boom times is likely to continue.
6. US Vice President Vance: The US will establish a system to set price floores for critical minerals. The US is proposing the establishment of a critical minerals trading group.
7. Alamos Gold Corporation expects its gold production to grow by 12% in 2026 and 46% by 2028, reaching between 755,000 and 835,000 ounces.
