Aug 20: WTI (USO) nominal exposure ~24.12 mln bbl, down 153k bbl on the day; Brent (BNO) futures holdings ~7.82 mln bbl, up 1k bbl.

In an investor-relations filing Shanghai Silicon Industry said domestic 300mm wafer prices, after steady declines in 2023-25, stabilized in 1H 2026 and have begun to trend higher. Products that saw larger earlier discounts are undergoing price recovery, and high-demand SKUs have room for further increases. For customers without long-term agreements the company is actively pursuing price adjustments; for long‑term contract customers any price changes will be negotiated on incremental volumes based on market conditions; as long-term orders expire the share of customers eligible for repricing will rise. The company is sampling 300mm SOI across silicon photonics, RF and high-voltage applications; several products have passed technical validation, customer validation and onboarding are underway, and some SKUs have completed validation and started shipping.

据日经新闻：随着东南亚市场疲软削弱长期以来的销售支撑，三菱汽车正将战略重心转向美国和澳大利亚市场。