Donald Trump said on Truth Social that gasoline retailers should immediately lower pump prices to around $2.50 per gallon, warning of “big problems” if they do not. He previously instructed the Justice Department to examine oil companies for allegedly keeping pump prices high despite declining crude costs. The article also notes that oil prices rose earlier this year after U.S.-Israeli strikes on Iran and retaliatory attacks, with a ceasefire reached in April and later extended amid mutual accusations of violations.

俄罗斯考虑临时降低汽油和柴油硫含量标准，以应对乌克兰无人机袭击导致的炼厂受损与燃料短缺。该措施旨在扩大低规格燃料产能，缓解国内供应压力。此举虽不直接增加原油需求，但反映俄燃料供应链承压加剧，可能强化全球精炼品市场紧张预期，对Gasoline形成结构性支撑。

Kernex Microsystems (India) posted FY26 net profit of ₹882.43 crore, up 75% year on year. In Q4, revenue reached ₹2,546 crore and EBITDA margin rose to 41.3%. The company has launched a postal ballot to seek shareholder approval to expand the board’s borrowing powers, increase remuneration for three whole-time directors and the managing director, and ratify related-party transactions.

The U.S. Supreme Court ruled 5-4 that President Donald Trump cannot remove Federal Reserve Governor Lisa Cook without following the legally required process. The decision affirms that Federal Reserve appointments are protected by law, reinforcing the central bank’s independence in monetary policy. The ruling was grounded in procedural due process and did not address policy views or economic data. It does not change current rate decisions, but reduces the risk of political interference and supports confidence in the continuity and credibility of Fed decision-making.

U.S. wheat futures fell across CBOT, KCBT and MIAX on Monday, with the lead contracts down 8–30 cents. NASS Crop Progress data showed winter wheat harvest at 48% as of Sunday, ahead of normal, while spring wheat development lagged its five-year average. Weekly export inspections totaled 358,253 MT for the week of 6/25, down 24.83% from the same week last year. Markets are also positioned for Tuesday’s June Acreage and quarterly Grain Stocks reports, with expectations centered on 43.8 million wheat acres and 931 million bushels in stocks as of June 1.

U.S. cotton crop condition ratings fell 5 percentage points week over week to 48% good/excellent, signaling tighter supply, according to the USDA’s latest NASS Crop Progress report. ICE cotton futures rose across the board, with the benchmark Jul 26 contract up 34 points to 72 cents per pound. Crude oil prices also moved higher and the U.S. dollar index weakened, but the key driver was the downgrade in crop ratings.

美国与伊朗达成脆弱停火并暂停大部分石油制裁，伊朗预计大幅增产出口；布伦特原油和WTI原油当日分别上涨1.6%和2.2%，但市场预期中东供应恢复将引发供给过剩；黄金因通胀与加息担忧回升而下跌。文中未提及Google、Amazon、Ferrari等股票的直接交易驱动事件。

South Korea’s government and major tech groups including Samsung and SK Hynix unveiled a $1 trillion investment plan spanning memory chip capacity expansion, new AI data centers and the commercialization of humanoid robots by 2028. The chip and data-center buildout would require more than 14 gigawatts of additional power, with a significant share tied to natural-gas generation. The plan comes as South Korea gets nearly 25% of its electricity from natural gas and faces higher prices and supply vulnerability during the ongoing Strait of Hormuz crisis.