Brazil's finance minister said fuel prices remain slightly above pre-war levels, which partly supports retaining some subsidy measures.

BYD Energy Storage signed an agreement with Greenvolt Power to develop the Siedlce battery storage project in Poland totaling 600MW/2.4GWh, which would be the country's largest. The partners have already delivered 1.6GWh across two local projects. Construction is scheduled to begin in Q3 2026, with commercial operation expected before end-2027.

In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritise compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.