Japan's August coal imports fell 8.2% YoY; LNG imports fell 6.8% YoY.

Sept. 29 — The China Electric Power Planning & Design Institute in Beijing published a set of reports including a first-time study on AI–energy mutual empowerment. The report says Chinese energy companies have accelerated deployment of sector-specific large AI models and had released more than 20 such models as of June 2026. Firms are converting real operational needs into R&D and product roadmaps by prioritizing high-value use cases, opening scenarios and running pilot demonstrations. Development is shifting from model-driven to scenario-driven, concentrating limited technology, data and compute on high-frequency, high-value, quantifiable and verifiable business processes.

澳洲聯儲：企業尋求轉嫁成本。