法國8月工業產出月率 -0.3%，預期0.2%，前值由-0.40%修正爲-0.6%。

Spain will push new data‑centre regulations through an emergency procedure ahead of national elections, with draft rules expected to be submitted to the cabinet in late October or early November. The measures, aimed at large cloud projects by Amazon, Microsoft and Google, would tighten requirements on power and grid connections, including a requirement that data centres use renewable electricity for 80% of operating hours and demonstrate energy sources on an hourly basis. The government says the rules are intended to curb rising electricity demand and prevent cost pass‑through to households and industry. The regulation would not need parliamentary approval; the CNMC has issued a favourable opinion and the draft will go to the Council of State for legal review. Industry sources expect the final text may be softened from the initial proposal.

Goldman Sachs says diesel will likely remain elevated through 2027 as constrained refining capacity and renewed government and corporate restocking lift demand. Nikhil Bandari, co‑head of Asia‑Pacific natural resources research at Goldman, said prices need to stay high enough to induce some demand suppression next year to prevent demand from outstripping refining capacity. Goldman expects global diesel and jet‑fuel crack spreads (product vs. crude) to average above $40/bbl in 2027 — more than twice normal. Bandari added that any demand rebound would force refinery run rates to climb to the highest levels seen in the past 20 years.