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2-year government bond futures (TS) main contract up 0.02%; 5-year (TF) up 0.07%; 10-year (T) up 0.09%; 30-year (TL) up 0.26%.
2026-11-02
2-year government bond futures (TS) main contract up 0.02%; 5-year (TF) up 0.07%; 10-year (T) up 0.09%; 30-year (TL) up 0.26%.
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2026-11-02
The National Energy Administration said on Nov. 2 that China’s coal-fired generation and its share of power output fell in Q3 2026 as the energy transition progresses. Coal-fired generation fell YoY by 4.0% in July, 4.6% in August and 1.9% in Septemb
The National Energy Administration said on Nov. 2 that China’s coal-fired generation and its share of power output fell in Q3 2026 as the energy transition progresses. Coal-fired generation fell YoY by 4.0% in July, 4.6% in August and 1.9% in September; thermal-coal consumption declined accordingly. After coal’s share of power generation first dipped below 50% in 1H, it fell further to 49.1% at end-September. The share of annual newly added coal-fired generation in total new electricity demand continued to fall, reaching 4.4% at end-September. Stocks: as of Oct. 25 Bohai Rim ports held 26.92 mln t of coal, up 2.15 mln t YoY; Qinhuangdao held 5.95 mln t, up 0.42 mln t YoY. Nationwide centrally dispatched power plants held 210 mln t of coal, equivalent to about 35 days’ supply, roughly in line with the three-year average. The NEA said accelerated coal production and supply measures have steady supply, narrowed the supply-demand gap and, together with stable consumption and adequate inventories, provide a solid base for winter peak supply.
2026-11-02
Brookfield has appointed KB Kookmin Bank as lead arranger on South Korea's largest syndicated loan to date: a 10.7 trillion-won (about $8.0bn) facility to finance NAVER's purchase of AI compute infrastructure, including GPUs. The loan is part of a br
Brookfield has appointed KB Kookmin Bank as lead arranger on South Korea's largest syndicated loan to date: a 10.7 trillion-won (about $8.0bn) facility to finance NAVER's purchase of AI compute infrastructure, including GPUs. The loan is part of a broader 12.6 trillion-won financing package; the chips will be supplied to NAVER Cloud under long-term lease arrangements. The transaction, described as Korea's first large-scale GPU financing, underscores Asian banks and private credit funds expanding AI financing beyond data center builds to cover compute hardware.
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