2026年以来AI驱动的存储芯片涨价，已经对各国通胀数据造成了影响，且可能通过消费电子价格传导，成为未来通胀的新来源，其中美国核心PCE预计受到的影响最大。高盛预计到11月各国通胀受到存储芯片涨价的影响还要翻倍。

Bolivia's energy minister said a working group will be set up next week to study the re-entry of a Brazilian oil company into Bolivia.

The National Energy Administration published the Energy Sector Energy‑saving and Carbon‑reduction Action Plan (2026–2028), prioritizing coal‑power decarbonization. It calls for orderly retirement of a batch of eligible coal‑fired units at or below 300 MW and encourages replacement units be built to new‑generation coal standards; promotes cross‑generation upgrades to supercritical/ultra‑supercritical technology for a number of 600 MW units; supports co‑firing of zero/low‑carbon fuels and CCUS retrofits for eligible units, with post‑retrofit carbon intensity targeted to fall about 10% per MWh; and backs integration projects linking coal, gas and renewables via thermal and energy‑storage coupling and integrated aggregation/transmission to achieve combined emissions reductions.