[Futures Hot Spot Tracking] The news of large-scale production cuts by Xinjiang silicon enterprises suddenly emerged, and industrial silicon and polysilicon rose sharply in the late trading! Institutions said that this may reflect the expectation of

1. Claiming to hit Powell - Trump: (Speaking of Federal Reserve Chairman Powell) We have to hit this guy. 2. Announcing Powell's successor in advance? The White House: Not imminent -The Wall Street Journal reported on Wednesday that Trump is considering announcing a successor to Powell in September-October or even this summer, earlier than usual. The White House said the decision is not "imminent" and the candidate will not be announced immediately. 3. Repeatedly emphasizing that Iran's nuclear facilities have been destroyed-Trump once again stated on social media on the 26th that nothing has been transported out of Iran's nuclear facilities. It will take too long, too dangerous, and very heavy and difficult to move! 4. Discussing easing sanctions on Iran to encourage it to return to the negotiating table -Four people familiar with the matter revealed that the Trump administration has recently discussed a series of incentives, including the possibility of helping Iran obtain up to $30 billion in funds for the construction of civilian nuclear energy projects, easing some sanctions, and unfreezing billions of dollars in frozen funds, in order to push Tehran back to the negotiating table. 5. Iran denies resuming nuclear talks with the United States next week --Iranian Foreign Minister Araghchi said in an interview with Iranian state television on Thursday evening that there is no agreement, arrangement or discussion on launching new negotiations. Earlier, Trump said the two sides would meet next week. 6. The EU considers reducing tariffs on US imports --According to the Wall Street Journal, people familiar with the matter revealed that the EU is considering reducing tariffs on a range of US imports in an effort to quickly reach a trade agreement with President Trump. European Commission President von der Leyen said the EU is prepared for all possible outcomes of US-EU trade negotiations, including the worst-case scenario of a breakdown in negotiations. 7. Using US-EU trade negotiations to put pressure on the EU to prevent oil giants from being bound by climate regulations --According to the Wall Street Journal, US oil executives have won Trump's support in their efforts to repeal European environmental regulations. People familiar with the matter revealed that Trump administration officials pressured EU officials to scale back climate regulations in recent negotiations.

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