The European Commission proposed lowering the ETS linear reduction factor to 3.1% for 2031–35 and 1.7% from 2036 onward, down from the current 4.3%. It would cut the Market Stability Reserve intake rate to 12% after 2030 (vs. 24% now), allow international carbon offset credits to cover 2% of emissions reductions by ETS-covered sectors, add 250 million tonnes of domestic carbon removals into the ETS, and frontload 80% of free allowances to industry with the remaining 20% issued only after verifie

Yonhap reports the Financial Services Commission (FSC) said single-stock leveraged ETFs have materially limited fund outflows to foreign equity markets and helped prevent new capital from leaving. The FSC noted US and Japanese semiconductor names have also seen increased volatility. Byun Je-ho, director-general of the FSC capital markets bureau, said some demand that would have flowed overseas has returned domestically and that ETFs alone cannot explain recent Korean market swings; concentrated exposure to Samsung Electronics and SK Hynix and repeated shifts in global semiconductor sentiment have driven volatility in related products.

市場消息：俄羅斯無人機襲擊烏克蘭尼古拉耶夫港基礎設施，損壞三艘懸掛外國國旗的民用船隻，造成兩名烏克蘭公民死亡。