UK defence minister said the UK will stand with the US against actors seeking to harm the UK and who oppose its freedoms.

Li Auto increased its stake in Sunwoda and Xiaomi’s Pengcheng series has activated cells from Zhongchuangxinhang and Sunwoda, as multiple automakers reconfigure battery supply chains and China’s power battery supply landscape enters a concentrated adjustment phase. The shift is driven by a long-running imbalance in industry profit distribution: batteries account for about 30–40% of vehicle costs and are the single largest EV component. Public data show eight mainstream battery makers posted combined 1H profits of about 50.8 bln yuan, versus roughly 25.1 bln yuan for 23 listed automakers; excluding top automakers, average profits at remaining carmakers are low. Ruipu Saike executive Peng Jianhe said whether the current multi-sourcing expansion endures depends on three variables: (1) whether second-tier battery makers can build product competitiveness across the full battery lifecycle or risk “volume without margin”; (2) the pace of OEM in-house battery development, which could absorb incremental demand; and (3) the commercialization timing of new technologies such as solid-state and sodium‑ion cells, since technology shifts often reshape industry structure. He described second-tier suppliers as being in a “qualification stage,” not yet in the final round.

1. 印度政府正考虑要求发电企业首次自2024年以来重新采用进口煤与国产煤混合使用的方式，以缓解煤炭供应紧张问题。政府消息人士表示，供应压力已推动印度月度现货电价升至2022年以来最高水平。 2. 据钢银电商，本周城市总库存量为938.05万吨，较上周环比减少35.64万吨(-3.66%)，包含37个城市，共计126个仓库。 3. 中储棉信息中心消息，综合考虑当前棉花市场形势，中国储备棉管理有限公司定于2026年9月30日起停止2026年中央储备棉销售。第十一周（9月28-29日）储备棉轮出销售底价为16341元/吨(折标准级3128B)。 4. 分析师预计截至9月1日，美国大豆库存为32.4亿蒲式耳，略低于上年同期水平。截至9月1日，美国玉米库存料为19.18亿蒲式耳，较上年同期高出24%，为六年以来最高水平。 5. 据外媒援引贸易消息人士和分析人士表示，由于沙特将原油出口从红海港口转移至霍尔木兹海峡方向，加上其他产油国出口增加，阿曼湾海域针对霍尔木兹海峡内中东原油进行的船对船转运活动已接近承载极限。 6. 全球最大的铜矿必和必拓智利Escondida铜矿表示，随着评估的继续，该矿的运营正在逐步恢复。周三，一名工人在进行维护工作时因事故遇难，该矿的运营被暂停。