LME inventories: zinc -700t, tin +15t, nickel +6t, copper -3,875t, aluminium -1,550t, lead +375t.

A Central African country's central bank cut its benchmark rate to 4.5% from 4.75%.

China International Capital Co. says as AI compute shifts to higher density, continuous full-load operation and stronger transient load shocks, high-voltage architectures are the clear development path for data center power systems. Hardware advances should make 2026 the first year of large-scale high-voltage architecture deployment. The firm expects SiC and GaN devices to be primary beneficiaries of power-system upgrades: SiC likely to lead machine-room-side (gray-zone) applications, GaN to penetrate at scale inside racks (white-zone), creating a 'SiC left, GaN right' market split and jointly driving iteration of data center power solutions.