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On September 14th, according to Qichacha APP, Wuxi Gongwang Sensing Technology Co., Ltd. recently underwent industrial and commercial registration changes, adding Hefei NIO Industrial Development Equity Investment Partnership (Limited Partnership), an affiliate of NIO Capital, as a shareholder, and increasing its registered capital to 3.7784 million yuan. Public information shows that the company is a developer of inductive sensors.
On September 14th, tech media outlet Macobserver published a blog post yesterday (September 13th) reporting that Apple disclosed six proprietary application programming interfaces (APIs) during its technical explanation of the iPhone Duo, the most noteworthy being support for dual app functionality. In the explanation, Apple introduced at least six iPhone Duo-specific APIs, including UIWindowSceneActivation, which allows applications to request a second window. Apple stated that the iPhone Duo is its first model to natively support dual app functionality, but the new window can only be opened on the inner screen, not the outer screen. Publicly available information shows that iOS currently does not natively support "dual app functionality/app cloning," for example, it's not possible to natively install two separate WeChat accounts on the same iPhone and log in to them separately. According to Apple's technical explanation, on the iPhone Duo, users should be able to open two WeChat applications simultaneously and run different accounts independently. However, this is currently only theoretically supported, and further testing is needed to verify this.
September 14th - Some investors are snapping up New Zealand bonds, betting that weak economic growth will keep the Reserve Bank of New Zealand (RBNZ) cautious about raising interest rates and extend the bond's outperformance relative to its global peers. Asset management firm Insight Investment favors shorter-term bonds, believing the market has overpriced RBNZ rate hikes. Harbour Asset Management stated that the country's bonds also benefit from a steep yield curve and relatively restrained government spending compared to its G10 peers. These bullish bets come after New Zealand bond yields jumped to multi-year highs last Friday due to surging oil prices fueling expectations of an October rate hike. Prior to the recent oil price rally, RBNZ officials had hinted at a slower pace of rate hikes, citing an uneven and fragile economic recovery from recession. Traders are currently pricing in four more rate hikes by August next year, in addition to the RBNZ's two hikes this year.
Market news: The Bank of Japan offered spot government bond lending operations in the morning session.
September 14th - According to the New York Times, two sources familiar with the matter revealed that the Trump administration plans to announce on Monday that the United States will no longer restrict emissions of global warming pollutants from coal-fired and gas-fired power plants during power generation. It is understood that Environmental Protection Agency Administrator Lee Zeldin is expected to announce this policy change during the G20 energy ministers' meeting in Houston. The Trump administration has been trying to make the production and use of fossil fuels easier and cheaper, particularly hoping to utilize fossil fuel power generation to meet the growing electricity demand of artificial intelligence data centers.
On September 14th, according to foreign media reports, Samsung Electronics and SK Hynix rejected a prepayment proposal from the Korea Electric Power Corporation (KEPCO) to fund the construction of a power grid supplying electricity to new technology clusters. Cash-strapped utilities across Asia are struggling to keep up with the growing demand from the semiconductor and artificial intelligence industries. KEPCO's proposal—estimated by local media to total 25 trillion won, equivalent to five years' worth of electricity bills—was intended to circumvent this supply-demand mismatch. A KEPCO spokesperson stated via text message, "The two companies ultimately rejected KEPCO's proposal." Local media reports indicate that the two chipmakers are concerned about the uncertainty surrounding the sustainability of the current semiconductor boom over the next five years.
Japanese Chief Cabinet Secretary Minoru Kihara: The budget will be prepared while appropriately controlling the scale of bond issuance.
Shipping data shows that the average daily number of commodity carriers passing through the Strait of Hormuz dropped to single digits over the weekend, below the 10-day average of about 14 ships.
On September 14th, Futures News reported that a crucial meeting between Gulf states and Iran regarding the control of the Strait of Hormuz was postponed due to a failure to reach a consensus. This setback hindered regional efforts to ease tensions along this vital waterway and continues to severely test navigation in the Strait of Hormuz. Previously, the foreign ministers of the six Gulf Cooperation Council (GCC) countries planned to meet with Iranian Foreign Minister Araghchi in Salalah, Oman on September 14th, with Oman acting as mediator. The goal was to secure support for a temporary arrangement to manage merchant shipping in the Strait of Hormuz. Iranian Foreign Ministry spokesman Baghae stated that the meeting was an important step in promoting mutual trust and cooperation among regional countries and maintaining regional peace and stability. He emphasized that relevant matters should be negotiated independently by regional countries, rejecting destructive and divisive interference from external forces. He hoped the meeting would create conditions for deepening understanding among regional countries and contribute to regional security. Iran is committed to ensuring the safety of navigation in the Strait of Hormuz, but as long as the US continues its maritime blockade and economic war against Iran, the safety of navigation in the strait cannot be guaranteed. Iran and Oman had previously reached an understanding on a temporary navigation route in the Strait of Hormuz.
US President Trump: The United States is working to supplement and expand weapons production to strengthen U.S. defense manufacturing capabilities.
On September 14th, Balaji Krishnamurthy, President of Chevron Australia, stated that liquefied natural gas (LNG) prices, which have surged since the outbreak of the Iraq War, are unlikely to decline in the short term. He said on Monday that he "doesn't see prices falling" in the next six months or so, noting that "Australian LNG currently enjoys a premium" due to Australia's geographical proximity to Asia. The US oil giant operates the Gorgon and Wheatstone projects in Australia and has benefited from the price surge caused by the disruption of Qatari exports. Qatar previously accounted for about one-fifth of global LNG production. However, this has also led to some demand disruption in the short term, and there is a risk of declining consumption in the long term as countries seek alternatives to mitigate future supply shocks. Krishnamurthy stated that the rise of artificial intelligence will be a key source of LNG demand growth, presenting opportunities for Australian data centers. He added that the war has also led customers to increasingly seek long-term supply contracts, as energy security is now a top priority. He said, "In the short term, we will continue to see some demand adjustments," but "in the long term, the fundamentals, especially for LNG, remain very strong."
Chevron Australia President: LNG prices are expected to remain high over the next six months.
According to US financial media Semafor: US President Trump has agreed to allow states to file lawsuits against violations of the Clarity Act.
On September 14th, the State Administration for Market Regulation (National Standardization Administration) approved and released four mandatory national standards for mine safety, including the "Specification for Survey of Hidden Disaster-Causing Factors in Mines" and the "Technical Conditions for Lithium-ion Power Batteries Used in Underground Mines," providing unified mandatory technical standards for mine risk prevention and equipment safety. These standards, formulated by the National Mine Safety Administration, will come into effect on March 1, 2027.
On September 14th, SoftBank Group secured a $11.87 billion loan to support its investment in US artificial intelligence company OpenAI, exceeding its previous target of $10 billion. Sources familiar with the matter said the Japanese conglomerate finalized the two-year financing last week, attracting commitments from approximately 20 banks. This latest loan will further bolster SoftBank's recent debt financing activities related to its bet on OpenAI, including a $10 billion margin loan secured by its OpenAI holdings and a potential bond issuance of up to $20 billion, despite market concerns about rising credit risk in the AI industry. SoftBank stated last week that it would repay the balance of a $40 billion loan obtained earlier this year to fund its OpenAI investment. According to the statement, the company plans to repay $25.9 billion owed on September 15th. This unsecured loan was originally scheduled to mature in March next year. Meanwhile, SoftBank will meet with investors in New York this week to gauge its interest in a potential dollar junk bond issuance. Sources said last month that the company was considering raising $10 billion to $20 billion through a bond issuance.
According to the Wall Street Journal, Russia is mass-producing smart and inexpensive new weapons at a faster pace than Ukraine and the United States.
September 14th - The State Council Information Office will hold a press conference at 10:00 AM on Tuesday, September 15th, 2026. Fu Linghui, spokesperson, chief economist, and director of the Department of National Economic Comprehensive Statistics of the National Bureau of Statistics, will introduce the national economic performance in August 2026 and answer questions from reporters.
Market sources say SoftBank Group has secured a $11.87 billion loan to support its investment in OpenAI, up from its previous target of $10 billion.
The SC crude oil futures contract surged 10.00% intraday, currently trading at 891.00 yuan per barrel.
According to Iran's Tasnim News Agency, satellite images show that Saudi Arabia's east-west pipeline suffered extensive damage after being attacked by Yemeni armed groups.
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