Sources said Belarus reduced motor-fuel supplies to Russia in September.

RWE said surging data-center electricity demand is increasing Europe's need for grid expansion and reliable generation, and that those costs should not be socialised across all consumers. Europe must accelerate grid buildout to support decarbonisation and rising power demand, but the rapid growth of high-demand data centers is adding infrastructure financing pressure without a clear mechanism to avoid higher bills for households and businesses. RWE CEO Markus Krebber said: "If demand increases, you need to build more grid capacity and more reliable generation. But the parties creating the additional demand are not currently bearing those costs."

港股半导体板块持续走弱，兆易创新(03986.HK)、纳芯微(02676.HK)跌超4%，澜起科技(06809.HK)跌超7%，壁仞科技(06082.HK)跌近3%。