At the morning open, China’s main futures contracts were mixed. Soda ash and ethylene glycol (EG) gained over 3%, fuel oil rose more than 2%, and Shanghai silver, SC crude and coking coal rallied around 2%. Decliners: monthly-average PVC fell over 2%; Shanghai tin, Shanghai zinc, lithium carbonate, Europe-route container freight and international copper dropped more than 1%.

Iraqi media cite Coordination Framework sources saying a political agreement has been reached; factions will transfer weapons to the Popular Mobilization Forces by the end of September.

Yonhap reports President Lee will chair a meeting at 1400 local time Monday to push rapid implementation of a large-scale investment plan covering semiconductor manufacturing facilities and AI data centers. It is the second such follow-up since the government unveiled its "three major projects" in late June. The plan targets semiconductor production clusters, physical AI and regional AI data centers; the presidential office said Monday's meeting will focus on accelerating rollout and ensuring investment gains reach all regions and the broader industry ecosystem.