Futures tied to Nvidia GPU rental prices, viewed as a step toward making AI compute an investable asset class, are facing regulatory headwinds, The Information reports. CME had targeted an early-October launch but now expects it will not secure CFTC approval in time after the regulator extended its review to study contract mechanics and solicit broader industry input. The CFTC said compute-finance markets could support US AI development but warned the underlying market is fragmented and opaque.

WTI crude fell back below $89/bbl, down 2.88% intraday. Brent crude was down more than 2% at $94.45/bbl. Sources say Saudi Arabia is preparing to resume crude exports from Yanbu port later on Tuesday. An Iranian official said Tehran’s delegation has been fully authorized to seek restoration of diplomatic contact with the United States in New York.

At a Shanghai conference on Sept. 22 on boosting high‑quality development of the nuclear sector and strengthening nuclear safety, China Shipbuilding Power Group unveiled the domestically developed "Hechai‑1" 6 MW‑class nuclear emergency diesel generator set and opened the CSSC Hudong Heavy Machinery Nuclear Power Service Center. The group said the rollout signifies China has fully mastered autonomous design, R&D and manufacturing core technologies for this class of units, addressing a prior gap in domestic high‑power emergency power equipment for nuclear plants.