摩根大通：将以色列谢克尔兑美元年终汇率预测从2.80上调至2.95，认为谢克尔在当前水平上仅有温和升值空间。

EIA: US refinery utilization for the week to July 17 96.1% (consensus 95.9%, prior 96.2%).

Wall Street Journal reports OpenAI is expanding its data‑center footprint and has raised its compute‑spend forecast through 2030 from about $600 bln earlier this year to roughly $750 bln, citing new agreements with cloud providers to secure large‑scale compute for AI model development and operations. OpenAI said it will invest $20 bln to launch the "Camellia" data centre in Effingham County, Georgia, and has signed a contract with Georgia Power for 3.2 GW of electricity supply covering 2028–2032; total project costs may exceed $30 bln, potentially making it one of OpenAI’s largest facilities. Sources say OpenAI has hired Brent Mayo, a former lead architect on Musk’s data‑centre projects, to help keep the build on schedule.