印度因西亚太区供应中断，3–5月大幅削减卡塔尔LNG进口（2月0.75百万吨→4–5月零），转而增加美国LNG进口（5月达0.91百万吨，占当月总进口41%）。尽管进口量同比下降22.9%，但3–4月LNG进口均价升至602美元/吨（+20.6%），隐含单位成本达11.8–11.9美元/MMBtu（+22–24%），主因美产现货溢价2–3美元/MMBtu及战险保费、运费上涨。高企的LNG价格持续压制化肥、城市燃气和发电等下游行业。

Quest Diagnostics（DGX）Q1 2026营收达29亿美元，同比增长9.2%，调整后每股收益2.50美元，同比增13.1%；公司同步上调全年EPS指引至10.63–10.83美元。尽管DGX年内跑赢S&P 500（+12.4% vs +9.6%），但较52周高点仍跌8.7%，近期表现弱于大盘。股价已连续站稳200日均线，分析师共识评级为“适度买入”，目标价223美元，较现价溢价14.4%。

印度卢比本周上涨0.8%，创六周新高，主要受益于外资债券流入增加、股市外资流出放缓及进出口商对冲活动转向双向。推动因素包括印度吸引美元流入政策及美伊和平协议后原油价格大幅下跌。美元指数本周涨1%至100.92，受美联储鹰派信号驱动，但卢比表现相对强势。

Oil tankers resumed transiting the Strait of Hormuz after the United States lifted its blockade on Iran and an interim deal to end the three-month war took effect. Brent crude futures fell 1 per cent on Friday to US$79.03 a barrel, down 9.5 per cent for the week. Japan’s Nikkei 225 marked a fifth straight record close and ended the week up 8.5%, while South Korea climbed 3.1% on the day and 15.3% for the week. Markets in mainland China, Hong Kong and Taiwan were closed for holidays.

Kotak Institutional Equities initiated coverage on Vedanta Aluminium with a target price of Rs 600, citing its positioning as a pure-play aluminium producer amid a structural market deficit, elevated prices and potential cost reductions. Brokerages including CLSA and Jefferies also raised their ratings and target prices on metal-linked companies such as Reliance Industries and Shyam Metalics. The article does not mention other traditional assets such as gold or Coinbase.

Shares of Newmont, Evolution Mining and Northern Star Resources declined alongside a drop in gold prices. The move was presented as a straightforward transmission from lower bullion prices to miners’ valuations. No other catalysts were cited, such as changes in output, cost guidance or M&A activity.

Australian shares extended losses for a second day, with the ASX200 down 1% and mining stocks leading declines. BHP’s warning of a $US2 billion cost overrun at its Canadian Jansen potash project renewed concerns about capital spending risks in the resources sector. Gold slipped below $US4,190 an ounce as the U.S. dollar strengthened following a more hawkish-than-expected debut from new Federal Reserve chair Kevin Warsh, while the energy sector fell 1.2% despite geopolitical support for oil prices. The Australian dollar was at $US0.7005.

PetroChina forecasts that China’s oil consumption will fall in 2026. The company attributes the outlook to structural factors including a faster energy transition, higher electric-vehicle penetration, and improved industrial energy efficiency. As the world’s second-largest oil consumer, shifts in China’s demand trend are expected to affect expectations for the global crude supply-demand balance and put downward pressure on international oil prices.