JPM | Operational minimums are lower than you think, China demand poor, Asia energy feedback, Zijin/Allied terminated, Pulling forward Rate expectations, Petrochina LNG stake sale, Ampol, INCO, PLS, PRU first takes

研报英文原文证据摘录

JPM | Operational minimums are lower than you think, China demand poor, Asia energy feedback, Zijin/Allied terminated, Pulling forward Rate expectations, Petrochina LNG stake sale, Ampol, INCO, PLS, PRU first takes

Specialist Sales

APAC Specialist Sales J P M O R G A N

30 July 2026

Sector Newsflow

• Zijin Gold and Allied Gold Scrap $3.9 Billion Merger (Bloomberg)

• CMOC Makes Iron Ore Push With Brazil Mine Financing Deal (Bloomberg)

• Tsingshan Halts Some Export Loadings From Indonesia (Bloomberg)

• Indonesia Resumes Mineral Exports as REE Testing Delays Begin to Ease (SMM)

• Gold Flows to Hong Kong Hit Decade-High Before Clearing Launch (Bloomberg)

• Western Mining Co. Reports 164,000 mt Copper Output in 2026 Semi-Annual, Boosts Efficiency and Profitability (SMM)

• Aramco Mulls New Oil Pricing for Asia as Houthis Threaten Flows (Bloomberg)

• Adnoc said to sell crude at premiums to Asian refiners in seventh tender (Gulf Times)

• Indian Oil Plans to Buy 50% Stake in Gas Supertanker, Seeks Bids (Bloomberg)

• Oil: Bangladesh Govt approves Tk16,089cr refined fuel import for July-December- recommended suppliers are Emirates

National Oil Company (ENOC), PetroChina, Indian Oil Corporation Limited (IOCL), OQT , BSP and Unipec (The Business

Standard)

• Woodside Natural Gas Output Slumps on Cyclone, Maintenance (Bloomberg)

• Woodside's Trión hits 64% mark in Mexico, eyes first oil in 2028 (BNamericas)

• Petronas: Bangladesh Seeks Malaysia’s Petronas LNG Supply Amid Gas Crunch (Bloomberg)

• Shin-Etsu to Repurchase 197.3 Billion Yen in Shares (MT Newswires)

• China Steel Demand to Stay Soft on Seasonal Lull, Export Dip (Bloomberg Intelligence)

• Anglo Said to Be in Talks to Sell De Beers for About $1 Billion (Bloomberg)

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