惠灵顿管理副主席温迪·克伦威尔在文章中指出，人工智能应用扩张将显著增加电力需求。一次ChatGPT查询的耗电量约为一次谷歌搜索的10倍。随着AI从单轮问答转向多步骤智能体任务，计算资源需求也可能大幅增加。文章引用的一项研究发现，智能体编程任务的Token消耗量可达普通代码推理和聊天任务的1000倍。惠灵顿认为，AI企业正加大对可再生能源、储能及相关基础设施的投资，以应对日益增长的能源需求。Thunder Said Energy于2024年发布的长期预测图显示，互联网相关用电需求到2050年可能升至约3800太瓦时，其中人工智能将成为后期增长的重要驱动力。

Malaysia's palm oil stocks have climbed to record levels, pressuring storage capacity in key producing regions. Industry sources say output in Sarawak on Borneo has exceeded expectations and a surge in freight rates has slowed shipments, leaving local storage tanks nearing capacity. As the world's second-largest palm oil producer, Malaysia's September stocks rose to a record 3.51 mln t and monthly production hit a historic high, with the seasonal October peak not yet arrived. Rising inventories have increased pressure on the government to clear backlogs; officials are considering exempting crude palm oil export tax to boost overseas sales. The supply glut has weighed on prices: Kuala Lumpur benchmark futures fell as much as 2.2% on Tuesday, the largest drop in over a month and trading near a four-month low reached in early October. The price decline has widened palm oil's discount to competing vegetable oils, supporting this month's exports, but elevated stocks limit upside for a sustained rebound.

康菲石油(COP.N)发言人：已通知员工，包括员工和承包商在内的加拿大劳动力缩减将于周二进行。