CHINA STATE PLANNER and the NEA released the New Power System Construction 15th Five-Year Plan, directing wide‑load, high‑efficiency retrofits of operating coal‑fired units and capping increases in coal consumption rate under low‑load operation at 25%. The plan mandates region‑appropriate full‑load denitrification (SCR) retrofits for coal units and implementation of a batch of cross‑generation upgrade projects at the ~600 MW class. In eligible regions it supports construction of zero‑carbon/low‑

2026-08-03

CHINA STATE PLANNER and the NEA released the New Power System Construction 15th Five-Year Plan, directing wide‑load, high‑efficiency retrofits of operating coal‑fired units and capping increases in coal consumption rate under low‑load operation at 25%. The plan mandates region‑appropriate full‑load denitrification (SCR) retrofits for coal units and implementation of a batch of cross‑generation upgrade projects at the ~600 MW class. In eligible regions it supports construction of zero‑carbon/low‑carbon fuel co‑firing and carbon capture, utilization and storage (CCUS) projects. Regulators are to issue coal power–new energy integration policies, prioritise coal–renewable integration pilots, retrofit coal units for enhanced regulation/flexibility, and push system coupling and integrated dispatch to lower coal‑fired generation.

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2026-08-03

Stifel: Tesla (TSLA.O) Q2 profitability weakened — gross margin fell to 16.8% and adjusted EBITDA missed expectations. Stifel remains optimistic on FSD and Robotaxi, citing backlog growth and the launch of the Model Y L as key long-term catalysts.

2026-08-03

Vietnam recorded its eighth consecutive monthly trade deficit in July as factories expanded capacity and imports surged. July exports rose 25% YoY to $53.1bn, broadly in line with economists' 25.5% forecast, while imports climbed 41.4% YoY—above the 36.7% consensus—producing a $3.59bn deficit. Data show the US remained Vietnam's largest export market in the first seven months of 2026, with Vietnam's trade surplus with the US up 22.6% to $91.4bn; the export-dependent economy is facing renewed pre