美國至6月26日當週API原油庫存 -607.2萬桶，預期-405萬桶，前值-76.5萬桶。

China A-share PV equipment sector softened in early trade; Sungrow fell more than 15%, while Ginlong Technology, Chint Power, Dier Laser, GoodWe and Shangneng Electric also declined.

At its 2026 second extraordinary shareholders’ meeting, Ganfeng Lithium said recent lithium carbonate price swings reflect market noise rather than a change in fundamentals — lithium-salt supply and demand remain in a tight balance. June’s price drop was driven by seasonal spot weakness, amplified concerns over hidden inventories and continued weakness in futures. The company said the short-term dip should support downstream restocking ahead of the peak season. Looking to H2 and next year, supply-side risk is elevated: two–three years of depressed prices curtailed large-scale capex, and near-term new output largely comes from earlier projects, keeping expansion measured. Demand remains cautiously optimistic: storage and EV segments, supported by geopolitics and high energy prices that raise the priority of energy independence and security, should provide medium- to long-term support for lithium demand.