国际能源署天然气分析师：中东冲突已导致2026-2030年期间全球液化天然气供应损失约1200亿立方米。

Gold likely needs a decisive move above the $4,730-$4,750 an ounce range to sustain further gains, XS.com’s Linh Tran says. The metal remains supported in the near term by a weaker dollar and lower U.S. Treasury yields, she notes. However, gold could turn rangebound again if it fails to clear resistance. Tran adds that the upcoming U.S. nonfarm payrolls report may be a key catalyst, with weaker-than-expected data potentially reinforcing expectations for a more dovish Federal Reserve and supporting bullion prices.

South Korea’s market cap rose 71% to $4.59 trillion, surpassing Canada’s $4.5 trillion, driven by AI chip demand. Samsung and SK Hynix more than doubled this year. Ha SeokKeun of Eugene Asset Management noted Korea’s AI-led growth contrasts with Canada’s energy- and financial-heavy market.