Analysts warn European gas prices, crucial for industry and consumers, could rebound this winter to highs not seen since the 2022 Russia-Ukraine energy shock. Prices may need to exceed €100/MWh to draw sufficient flexible U.S. LNG cargoes away from Asia. Extreme weather and disruptions to gas shipments via the Strait of Hormuz have left European storage at historic seasonal lows.

CINNO•IC Research says investment in China’s PCB industry in H2 2026 will concentrate on high-end AI-compute PCBs, with increased R&D in high-end HDI, ultra-high multilayer boards and advanced packaging substrates to narrow international gaps and consolidate AI and automotive high-end PCB positions. Regional deployment will optimize: eastern regions to focus on high-end R&D while central and western regions absorb supporting manufacturing to improve coordination. Green manufacturing capex will accelerate, with faster deployment of environmentally friendly materials and energy-saving processes.

Regulatory filings show US energy company Sempra Energy has initiated procedures to develop a new LNG plant in southeast Texas, planning a four-train facility as an expansion of its existing LNG export complex.