日本最大电力公司JERA总裁：将考虑是否续签与俄罗斯萨哈林-2运营商的LNG供应合同，同时确保任何决定与国家政策一致。

China Galaxy Securities strategist Yang Chao said H2 investment conditions should improve as oil prices ease, supporting a return to multi-theme, parallel market rallies. Cap-style should become more balanced with a gradual tilt toward mid- and large-cap leaders. Growth is likely to outperform, backed by earnings and ongoing policy implementation, drawing resources to technology and high-end manufacturing. Key structural plays: AI “infrastructure” — overseas AI capex expansion combined with China’s new infrastructure should accelerate build-out of compute, telecoms and power, sustaining sector cyclicality; cyclicals and manufacturing — imported inflation is lifting price floors and, together with new infrastructure and a pick-up in export-driven manufacturing demand, could support a recovery in some commodities and cyclical manufacturing names; and dividend sectors with expected earnings improvement and stable, sustainable payouts.

Mexico's Pemex and Brazil's Petrobras said their CEOs signed a non-binding memorandum of understanding in Rio de Janeiro to cooperate on exploration, production and refining to help expand oil reserves. The agreement covers Gulf of Mexico shallow- and deep-water exploration and cooperation on refining, natural gas, petrochemicals and related areas.