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LG New Energy plans to expand its North American energy storage system (ESS) battery production capacity to over 70 GWh by the end of 2027, exceeding its previous target of over 50 GWh by the end of 2026. Bernstein, citing a BNEF report, points out that the construction of AI data centers and the growing demand for grid energy storage are key drivers of this expansion. The company has approximately 160 GWh of energy storage orders in the third quarter of 2026, and is simultaneously expanding its production of square lithium iron phosphate (LFP) batteries and developing sodium-ion batteries. Faced with a slower-growing electric vehicle battery market, LG New Energy is reallocating some of its capacity to its energy storage business. This move reflects how AI infrastructure investment is changing the demand structure of the battery industry, with energy storage becoming a new growth direction for battery manufacturers.

The UK Maritime Trade Organization: As of the time of the report, the condition of the crew, the damage assessment, and the environmental impact are all unknown.

The UK Maritime Trade Organization has received reports of tanker incidents in the Strait of Hormuz.

AI data center construction and the Russia-Ukraine conflict are vying for fiber optic supplies, putting Ukrainian drone manufacturers under pressure from both costs and supply issues. Fiber optic drones, connected to operators via cables, have control links that are less susceptible to electronic warfare interference, leading to their rapid increase in battlefield use. However, they consume vast amounts of fiber, and the cables are often non-recyclable. Estimates show that Russia's fiber optic usage will reach approximately 60 million kilometers (about 37.28 million miles) by 2025, accounting for about 10.5% of global production, up from less than 1% previously. Meanwhile, the continued construction of AI data centers is driving up global fiber optic demand. TrendForce predicts a global fiber optic supply gap of 180 million kilometers by 2026, with supply shortages potentially lasting until 2028. Ukrainian drone manufacturer BlueBird Tech stated that fiber optic prices are expected to increase by approximately 6-10 times compared to 2025. These two demands are competing for the same type of industrial material: AI infrastructure requires large amounts of fiber optics for high-speed data transmission, while the battlefield translates it into jam-resistant control links for drones.

A drone strike caused a fire at the Baltic port of Ust-Luga in Russia's Leningrad Oblast.

According to Politico: Republican Senator Kevin Cramer on the Senate Banking Committee called for Nvidia CEO Jensen Huang to resign.