瑞典国家经济研究院（NIER）：预计瑞典2026年CPIF整体通胀将为1.3%，与6月预测一致；预计2027年CPIF整体通胀率为2.1%，低于6月预测的2.2%。

London Metal Exchange stocks: copper down 3,750 t, lead down 1,500 t, zinc down 50 t, nickel up 300 t, aluminium down 1,500 t, tin up 50 t.

JP Morgan said global gas-turbine orders in Apr–Jun hit a record about 38 GW, up 29% QoQ and 71% YoY, driven by a sharp rise in power demand. The US accounted for nearly half of orders. Analysts led by Phil Buller said data-center expansion and broader electrification underpinned the surge; natural gas burns cleaner than coal and offers greater reliability than wind or solar. Supply constraints have emerged, with shortages in regions including Southeast Asia limiting delivery of planned capacity. Analysts said a combined-cycle gas turbine scheduled for 2031 delivery would cost roughly three times the price of the same unit delivered last year.