国际海事组织（IMO）宣布已与伊朗、阿曼、美国等多方协调，确认霍尔木兹海峡航运安全通行条件已满足，超1.1万名滞留船员将开始通过该水道。该海峡此前承担全球约20%的石油海运量。受此消息影响，布伦特原油和WTI原油期货价格当日分别下跌0.45%和0.48%。文章同时提及美股科技股疲软及亚洲股指分化，但核心驱动事件为霍尔木兹海峡通航恢复确认。

Nickel Industries said it will pay US$169 million for a 17.5% interest in Indonesia’s TMI HPAL project, securing battery-grade nickel supply of about 6,775 tonnes a year from September 2027. The company said the project comes with cost and schedule protections, including a construction guarantee tied to delivering nameplate capacity by September 2027. Nickel Industries said it will fund the investment from existing cash and operating cash flow.

The U.S. Department of Energy said it will provide $17.5 billion in conditional loans to help utilities and energy companies purchase long-lead equipment for five nuclear projects. The program is designed to support the goal of having 10 new large commercial reactors with completed designs under construction by 2030. Projects must be jointly owned with Westinghouse, with each partner committing $500 million in equity up front, for a total of $1 billion. The financing structure also requires lining up major power buyers such as AI data center hyperscalers, including Meta, which are seeking steady, large-scale baseload electricity.

California plans to sue the Trump administration, alleging it bought back the Golden State Wind offshore lease for about $120 million and required the money to be redirected into Gulf Coast oil and gas assets. The state says the move is part of a broader federal reversal of clean-energy policy that has already ended two of five California offshore wind leases, with nearly $2.6 billion spent on buybacks. The dispute underscores a shift in policy toward fossil fuels that directly supports oil assets through mandated investment.

Veedol Corporation Ltd (formerly Tide Water Oil Co.) reported full-year FY26 consolidated net profit of ₹191.62 crore, up 13.5% year on year. The board recommended a 1100% final dividend of ₹22 per share, implying a total payout of ₹38.33 crore. The company also said its major shareholder Andrew Yule has not pledged or otherwise encumbered its holding, supporting shareholding stability. The disclosure forms part of routine annual reporting and regulatory filings, with no sudden event or policy change.

The U.S. National Security Agency has been forced to stop using Anthropic’s latest AI models, Mythos 5 and Fable 5, after the Trump administration imposed export controls on the startup. The models had shown unusually strong capability in internal NSA testing to uncover software vulnerabilities. In a congressional hearing this month, Sen. Mark Warner said NSA Director Gen. Joshua Rudd told him Mythos broke into “almost all of our classified systems” within hours, comments later cited by The Economist.

全球股市周二下跌，纳指重挫2.2%，科技与半导体股领跌。英伟达跌4%、特斯拉跌近6%、美光财报前获利了结压力显现。黄金跌1.93%至4109美元/盎司，受美债收益率攀升和美元走强压制。布伦特原油持续低于80美元/桶，伊朗制裁临时豁免缓解供应担忧。美联储加息预期升温，2年期美债收益率触及16个月高点，美元指数升至一年高位。

Cerebras公布2026年Q1财报：GAAP营收1.93亿美元，同比增94%；宣布与OpenAI达成超200亿美元、750MW算力交付协议；与AWS共建 disaggregated 推理架构；完成64亿美元半导体史上最大IPO。公司股票在纳斯达克上市（CBRS），其重大商业进展强化市场对AI基础设施高增长预期。