China’s latest inflation data reveals a clear shift beneath the surface, the AI-driven industrial cycle is now feeding into price pressures , even as consumer demand remains subdued. Key Takeaway China's producer prices rose at the fastest pace in nearly four years, driven by stronger demand for AI-related electronics, computing infrastructure and industrial metals. However, soft consumer inflation suggests domestic demand remains weak, highlighting a growing divergence between industrial activity and consumer spending. AI Demand Is Driving Factory Inflation Producer prices (PPI) rose 3.9% YoY Strong demand from: AI infrastructure buildout Electronics and semiconductors Industrial metals like copper and aluminium The global AI spending wave, especially data centre expansion is now directly influencing China’s upstream pricing power. Consumer Demand Still Lagging CPI grew only 1.2% YoY , below expectations Core inflation softened to 1.1% Weak consumption rem...
Singapore is prepared to grant 30-year import licences to companies investing in low-carbon electricity projects, a move aimed at helping these firms recoup their substantial initial investments, said Puah Kok Keong, CEO of the Energy Market Authority. The initiative is part of Singapore's goal to import six gigawatts (GW) of low-carbon electricity by 2035.
The city-state has already given conditional approvals for 10 projects across Australia, Cambodia, Indonesia, and Vietnam. These projects involve significant investments in large solar farms and battery systems to ensure a steady supply of energy, as well as the costly task of laying power cables to connect Singapore to these countries.
Singapore’s long-term licences reflect the government’s commitment to supporting companies that make high upfront investments in low-carbon energy solutions.
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