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Commodities

South Korea’s Blue House said non-Middle Eastern LNG supplies are being introduced smoothly and stable supply is possible until year-end, Qatar has indicated no official decision had been made on LNG force majeure, Yonhap reports

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Seoul is already responding with possible disruptions to Qatari LNG, and would take necessary measures

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Geopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

Geopolitics

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