德國經濟部就能源儲備表示，德國將參與進一步釋放國際能源署（IEA）於3月已確定的儲備規模。目前正致力於批准釋放能源儲備。

As of Oct 4, media reported India’s coal-fired power plant inventories were near a five-year low: about 69 plants, representing over 40% of national coal-fired capacity, had coal stocks sufficient for four days or less. Unseasonably high October temperatures and patchy rainfall have kept cooling, irrigation and industrial electricity demand elevated. Coal deliveries are being disrupted by heavy rains that have halted some mines and by persistent rail-transport bottlenecks, forcing plants to draw down on-site inventories. The low stockpiles raise the risk of widespread outages.

臺積電將於10月15日14時召開三季度法說會，公佈三季度業績及四季度展望。高盛會前重申“買入”，將臺股目標價由3100元新臺幣上調至3300元，ADR目標價升至660美元；同時預計公司2027年美元營收增長36.9%。 更關鍵的變化是資本開支。高盛將2027、2028年預測由780億、820億美元上調至850億、980億美元，反映先進製程及封裝需求、設備成本上升，以及美國潛在擴產投入。AI需求也被認爲正由GPU、ASIC和網絡芯片向服務器CPU擴散。