IEA says global natural gas demand is forecast to fall about 1.5% this year, roughly 65 bcm, driven by weaker demand in the Middle East, reduced industrial gas use in Europe and power-sector switching from gas to coal in several Asian countries.

2026-11-03

IEA says global natural gas demand is forecast to fall about 1.5% this year, roughly 65 bcm, driven by weaker demand in the Middle East, reduced industrial gas use in Europe and power-sector switching from gas to coal in several Asian countries.

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2026-11-03

The Kremlin said parties generally view such a meeting as beneficial.

2026-11-03

瑞銀指出,AI投資正進入第二階段,資本開支的受益範圍開始從直接服務大型雲計算公司的供應商,向上遊工業設備、材料及零部件企業擴散;歐洲正在迎來新一輪工業產能擴張機會,AI基礎設施建設將推動更廣泛的供應鏈投資。 瑞銀將AI產業鏈劃分爲三個層級:第一層企業直接向數據中心開發商供應產品;隨着AI需求持續增長,這些企業需要投資擴充產能,從而爲第二層設備與材料供應商創造新增訂單;第二層企業的擴張又進一步帶動第三層零部件供應商。這意味着大型雲計算公司的資本開支可能沿供應鏈逐級傳導,形成新的工業投資需求。 瑞銀認爲,AI需求基本面仍具韌性,但融資條件正成爲企業表現分化的關鍵。隨着擴產投資向更多層級延伸,資產負債表實力、現金流和低成本融資能力將影響企業承接新增需求的能力。 現金充裕的大型雲計算公司具備相對優勢,而依賴外部融資的企業可能面臨更高的融資成本及項目執行壓力。