Local governor said infrastructure in Russia's Ust-Luga and Vysotsk oil port areas was damaged after drone attacks.

Industry data show China’s lithium‑battery scheduled output (energy storage + EV powertrain + consumer) in July 2026 was about 283GWh, up 5.6% MoM. Energy‑storage cell output accounted for 42.9%. Global scheduled lithium‑battery output was 296GWh, up 5.3% MoM. This is the fifth consecutive month of record highs. June–July are normally a seasonal trough, but scheduling has continued to rise; industry sources say the increase reflects a structural upgrade in demand as global lithium‑battery demand broadens from NEV‑led to multi‑pillar growth.

美元指数DXY站上101，日内涨0.13%。