Ministry of Agriculture and Rural Affairs monitoring: Agricultural Products Wholesale Price 200 Index 116.87, +0.04 points vs yesterday; "vegetable basket" wholesale price index 117.64, +0.05 points. As of 14:00 nationwide wholesale agricultural markets: pork 16.27 yuan/kg, -0.4% vs yesterday; beef 70.20 yuan/kg, -0.2%; mutton 65.80 yuan/kg, -0.7%; eggs 10.90 yuan/kg, +0.2%; dressed chicken 17.25 yuan/kg, -0.2%.

能源： 1. 俄罗斯副总理诺瓦克提议提前设定俄罗斯的燃料进口量。 2. 克里姆林宫：印度与俄罗斯正在讨论在稀土勘探方面的合作。 3. 高盛：经霍尔木兹海峡的成品油流量为战前水平的35%，原油为70%。 4. 美银：如果中东冲突持续到年底，布伦特原油可能在95-120美元/桶的区间内交易。 5. 汇丰：将2027年布油价格预测从65美元上调至85美元，将2028年及以后长期价格预期上调至75美元。 6. 日本商船三井高管：尽管当前货运费率强劲，但没有扩展油轮舰队的计划。 7. 墨西哥政府计划大幅削减对国有石油公司Pemex的债务支持。 8. 泰国：屋顶太阳能支持计划将于10月中旬开始，计划拨款500亿泰铢。 9. 在欧佩克+评估产能之际，伊拉克寻求大幅提高产量配额。 10. 摩根士丹利：地缘风险令石油交易员对长期头寸日益谨慎。 农业/矿业： 1. 塞内加尔总理：目前约有30项矿业协议正在重新谈判。 2. 乌克兰总统泽连斯基：我们准备在粮食和能源问题上做出让步。 其他： 1. 韩国交易所9月23日（节假日前）将暂停衍生品夜间交易。 2. 数据显示，周二通过霍尔木兹海峡的商品船只为6艘，低于过去十天约12艘的均值。 3. 哈萨克斯坦8月份黄金和外汇净储备为685.62亿美元，环比增长11.8%。 4. 世界铂金投资协会：预计铂金市场今年将转为供应过剩。

People familiar said Alphabet (GOOG.O) and Blackstone (BX.N)’s $5bn AI cloud project Project Braid has encountered data-center construction delays. The project, backed by Blackstone’s $5bn investment and intended to lease Google AI-chip compute to customers in 2027, had planned for developer Crusoe to build a Cheyenne, Wyoming site; Alphabet canceled that arrangement, took over the build and refiled permits after losing confidence in Crusoe’s ability to deliver. Crusoe has been involved in OpenAI and ORACLE’s Texas “Stargate” facility. Another planned site is stalled by a shortage of required transformers. Sources said AI data-center development is being constrained by power-equipment supply bottlenecks and permitting delays. Project Braid’s head said the programme is proceeding and aims to provide 500 MW of compute capacity next year.