【期货热点追踪】津巴布韦禁令悬而未决，周度数据显示边际累库，价格却持续上涨，碳酸锂行情为何“不讲道理”？点击阅读。

Higher oil prices driven by Middle East conflict could spur U.S. shale producers to increase drilling activity in the second half of 2026, adding more than 100,000 barrels per day by 2027, according to Citigroup Inc.. Analyst Scott Gruber estimates total shale growth could reach about 815,000 barrels per day by 2028, supported by stronger forward prices above $70 per barrel. While no producers have announced output increases, Citi expects potential rig additions if price trends persist, though not likely to be disclosed in upcoming earnings reports.

US OFFICIALS TELL ALLIES ABOUT POSSILBE DELAYS: POLITICO