Israeli media reported Prime Minister Netanyahu and Defense Minister Katz visited the security zone in southern Lebanon.

[Futures Hotspot Tracking] Lithium carbonate futures prices surged, with the main contract rising by more than 4%. Analysts pointed out that with the acquisition of safety production licenses, the biggest variable in the market has been resolved, and the subsequent game will shift to the scale of production resumption.

1. Shanghai Municipality released the "Comprehensive Implementation Plan for Pig Production Capacity Regulation (Revised in 2026)," using the number of breeding sows as the core regulatory indicator, adjusting the normal stock level to 80,000 heads and the number of large-scale pig farms to 90. 2. According to NBD.com, what is the progress of CATL's Jianxiawo mine resumption of production? On the evening of June 29, an industry insider close to CATL stated, "All production-related permits have been obtained, and the most crucial safety production license was obtained today." 3. According to Mysteel, CML (Combined Mining) announced its August 2026 price quote for China, with Mn > 46% Fe. 4. The U.S. Department of Agriculture (USDA) released its weekly crop progress report early Tuesday morning, showing that as of the week ending June 28, the U.S. soybean condition was rated 65% good to excellent, compared to market expectations of 66% and the previous week's 66%. 5. According to data from the Shanghai Shipping Exchange, as of June 29, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 3358.62 points, up 11.6% compared to the previous period. 6. According to Mysteel, some steel mills in Xingtai have raised prices by 50 yuan/ton for wet-quenched coke and 55 yuan/ton for dry-quenched coke, effective from midnight on July 1, 2026. Major steel mills in Tangshan plan to raise prices by 50 yuan/ton for wet-quenched coke and 55 yuan/ton for dry-quenched coke, also effective from midnight on July 1, 2026. 7. According to Longzhong Information, as of June 29, 2026: This week, the total inventory of soda ash manufacturers in China was 1.7244 million tons, a decrease of 8,000 tons from last Thursday, a decrease of 0.46%. 8. Shanghai Futures Exchange: Approves the registration of “HUAYOU” brand electrolytic nickel (electrowinning process, Ni99.96) (Phase III) produced by Quzhou Huayou Cobalt New Materials Co., Ltd., a subsidiary of Zhejiang Huayou Cobalt Co., Ltd., with a registered capacity of 50,000 tons and a standard price.