China Commodity Futures Close: LU Fuel Oil Plunges Over 6%, Lithium Carbonate Down Over 3%

The split screen here is telling: energy and battery-chain contracts sold off hard while precious metals and caustic soda firmed, a pattern that reads more like sector-specific positioning than a broad risk-off move. The size of the LU fuel oil drop stands out relative to the milder fuel oil decline, suggesting the front of that curve is where the pressure concentrated. Lithium carbonate's slide keeps the battery materials complex under scrutiny. Whether this divergence persists across the next session, or resolves into a single directional theme, is the open question worth tracking.