全球新闻采集归档｜2026年7月29日最近24小时｜商品能源与地缘篇

统计窗口：北京时间 2026 年 7 月 28 日 14:00 至 2026 年 7 月 29 日 14:00。本文归档原油、天然气、LNG、炼化、电力、煤炭、铜、铝、锂、钢铁、有色、黄金、农业、航运港口及贸易地缘安全事实。天然气、LNG、炼化、铜、铝、锂保持独立标签，不把天然气并入石油。

本篇为部分采集，不代表完整新闻集合。能源公司、军方、商品数据和港口页面存在官网无法直取、会员墙、付费数据或窗口外发布时间等缺口，正文与 JSON 均逐条登记。本文不做价格走势解释、供需判断、板块影响、行情分析或 ETF 推荐。

恒等式：18 = 7 + 8 + 3。

路透等公开报道显示，伊朗伊斯兰革命卫队从伊朗本土发射多枚弹道导弹，中央司令部称全部被拦截；数小时后，美国与沙特对伊拉克东部伊朗支持武装目标实施打击。UKMTO 另报告红海南部出现可疑活动，一艘油轮船长听到爆炸声。各方表述存在差异，本条并列保留，不把冲突方说法写成单一事实。来源：Reuters、CNBC。

路透援引消息人士称，OPEC+ 计划自 10 月起暂停月度增产三个月，七个核心成员将于 8 月 2 日会议上讨论 9 月约 18.8 万桶/日增产；报道称该安排尚未最终决定。来源：Reuters。

媒体转述卡塔尔能源向欧洲长期 LNG 客户通知，将不可抗力和暂缓供气期限延长至 9 月底，原因涉及拉斯拉凡工业区两条液化生产线在 3 月受损。来源：新浪财经转述。卡塔尔能源通知原文未在本轮直取。

公开资料记录：唐山、邢台钢厂湿熄焦炭下调 50 元/吨、干熄焦炭下调 55 元/吨，7 月 29 日零时执行；2026 年上半年全国电力市场化交易电量 36,848 亿千瓦时，同比增长 24.2%；津巴布韦 Mutapa Energy 确认 Sandawana 锂矿 3,990 万吨符合国际报告标准的锂资源，其中 2,870 万吨为探明资源。来源：东方财富号资料、生意社。不同事实保留在同一来源簇下，不合并成单一供需判断。

公开市场资料显示，7 月 28 日 COMEX 黄金结算价跌 0.94% 至 4,036.30 美元/盎司，白银跌 2.01% 至 57.296 美元/盎司。FOMC 会议于 7 月 28 至 29 日召开。来源：WSJ、markets.com。这里只记录市场数据，不作贵金属方向判断。

同花顺页面记录 7 月 28 日国内期货市场能源化工、黑色、农产品和贵金属等板块的盘面变化，并显示集运指数欧线涨 5.18%。这是盘面记录，不能替代生产、库存或贸易事件。来源：同花顺。

路透 7 月 29 日 13:00（北京时间）发布的评论资料称，中国上半年有色金属贸易出现铜进口下降、铝出口增加、铅镍进口上升等结构变化。该条为边界内新详情，保留二手来源身份，不将报道中的贸易描述扩展为价格或产业结论。来源：Reuters。

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