倫敦金屬交易所（LME）：鋁庫存減少1900噸，鉛庫存減少1475噸，鎳庫存減少210噸，錫庫存持平，鋅庫存減少625噸，銅庫存減少4375噸。

US EIA reformulated gasoline stocks for week to June 26 -6,000 bbl; prior +12,000 bbl.

The IEA forecasts US investment in coal and gas-fired generation will reach $50 billion this year, about $3 billion more than China. The increase is driven by a surge in gas-turbine orders and sharp price rises as demand outstrips manufacturing capacity. US customers ordered roughly 20 GW of gas turbines in Q1 2026. Modern AI data centres require 1 GW to several GW of power each—about the consumption of a Western city—adding material demand pressure for new thermal capacity.