The FTSE 100 fell 0.3% on Monday, lagging broader market gains elsewhere, as losses in Shell and BP weighed heavily on the index. Shell dropped 4.4% and BP declined 3.4%, while healthcare and defence stocks also pressured sentiment. AstraZeneca fell 1.7%, GSK lost 1%, BAE Systems declined 4.6%, and Babcock International slipped 1.1%. In contrast, mining stocks benefited from stronger gold and copper prices, with Endeavour and Fresnillo rising nearly 7% each. Antofagasta gained more than 5%, while Anglo American and Rio Tinto advanced over 1%. Bunzl shares edged up 0.6% after activist investor Elliott disclosed a stake of almost 5% in the UK distribution group. Markets remained focused on the interim US-Iran agreement, which triggered a broad cross-asset rally despite continued uncertainty. Investors are also preparing for a busy UK data week featuring inflation, employment and retail sales figures, the Bank of England rate decision, and the Makerfield by-election on Thursday.