CHINA FOREIGN MINISTRY, ON US POTENTIALLY LIFTING SANCTIONS ON IRANIAN OIL: ENERGY SECURTIY IS OF HIGH IMPORTANCE TO GLOBAL ECONOMY

沪银主力合约日内由涨转跌，现跌近1%，报17318元/千克，此前一度涨超2%。

European natural gas fell up to 3% on Friday after Israel and the US reassured markets following attacks on Persian Gulf energy facilities. Prices remain up about 20% for the week and have doubled since the war began. Missile strikes on Qatar’s Ras Laffan LNG plant damaged two trains, representing 17% of exports, with repairs potentially taking five years. Morgan Stanley sees a 4% supply shortfall in 2026, with prolonged outages affecting 2027–2028 oversupply forecasts.