俄羅斯國家原子能公司（Rosatom）：無論如何，我們都會供應柴油。

The Bank of Korea warned the semiconductor boom could rekindle inflation if corporate and household income gains translate into consumption. It said rising semiconductor export prices have boosted purchasing power and that, if consumption accelerates, demand may exceed current supply capacity — a demand-side price pressure the central bank cited as one reason for its recent string of atypical consecutive rate hikes.

Japanese government bond yields jumped, with the 10-year JGB yield briefly approaching 3%, near a 30-year high. The move helped drive GPIF to its seventh consecutive quarterly loss on domestic bond holdings through April–June. GPIF's current domestic bond target is 25%. Analysts say the yield rise may have pushed expected returns to levels that justify raising that target. Dai-ichi Life Research Institute executive researcher Koji Okuda said GPIF could consider lifting domestic bond allocation to 30–35% after assessing expected returns and risks across scenarios. GPIF managed about ¥318 trillion (~$2 trillion) at end-June; a one percentage-point change in allocation would imply over ¥3 trillion of flows.