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⑴ Data released by the Indian government on Wednesday shows that wheat production for the 2025/26 crop year is expected to reach 120.66 million tons, higher than the 117.95 million tons from the same period last year; rice production is estimated at 154.02 million tons, also surpassing last year's 150.18 million tons, with both reaching new historical highs.⑵ The Indian Ministry of Agriculture stated that abundant monsoon rainfall has helped farmers expand cultivation areas, resulting in year-on-year increases in the production of both major staple crops.

ChainCatcher reports, citing CoinDesk, that the decentralized exchange Orca on Solana has launched a "permissioned pool" infrastructure aimed at tokenization of real-world assets that require high compliance. The first participant is commodity tokenization company Streamex, whose gold-linked security GLDY will be the first compliant token to trade through this system. Orca stated that this mechanism is primarily targeted at the US market, only allowing qualified investors who have passed KYC verification to buy, sell, and hold the relevant tokens. Issuers can customize access rules, which are automatically enforced by the on-chain system. Permissioned pools operate on top of Orca's existing liquidity infrastructure, and the interface will show whether an asset is restricted and whether a user is qualified to trade.

Due to the damage to refinery facilities in the Gulf region caused by the Iran war and the disruption of shipping in the Strait of Hormuz, the benchmark aluminum price on the London Metal Exchange has risen by 15% since the end of February, while COMEX aluminum futures contracts on the Chicago Mercantile Exchange have increased by over 30%. According to data from the US Geological Survey, in 2025, the US will import over 5 million tons of aluminum, with Canada supplying more than half, and the United Arab Emirates and Bahrain together accounting for 12%.Aluminum is a key raw material for the rails, clamps, and supports in solar mounting systems. The CEO of SEG Solar stated that the price of solar project mounting systems has already increased by about 20%, and some projects with thin profit margins may be forced to cancel. For 500-watt modules, the aluminum frame typically accounts for about $10 of the cost per module, and under supply constraints, this will rise by 50% to $15 per module. Calculated based on 500 GW of installed capacity, this means an added cost of $5 billion.The US Energy Information Administration expects that in 2026, developers will add 43.4 GW of utility-scale solar power capacity, up 60% compared to last year. Experts indicate that even a slight increase in the cost per watt will be significantly amplified when it comes to large-scale installation. It is expected that the cost increases in the third and fourth quarters of 2026 will be passed on to commercial end users, including utility-scale developers, office buildings, data centers, and factories.