AI Infrastructure & Power: Envision commissioned its Galaxy Campus in Ulanqab, Inner Mongolia—claiming a 120,000-sq-m supercomputing facility directly powered by renewables and storage to bypass grid interconnection delays, as China’s wind/solar curtailment highlights integration bottlenecks. AI Pricing Shock: DeepSeek reportedly notified clients of a “significant” price increase for AI services, threatening its cost advantage. Mongolia Fuel Crunch: Mongolia’s fuel shortage is being managed via an even-odd license plate system (MNT 50,000 cap per vehicle) and container sales bans, while officials say the priority is securing more volume and diversifying imports; meanwhile, Russian AI-92 continues arriving by rail. Energy Transition Deals: Envision and Sasol advanced green hydrogen/e-methanol design work for Sasolburg, aiming to integrate renewables, storage and electrolysers. Mining & Finance: Mongolian Mining Corporation flagged a potential H1 2026 net profit of about USD100–110m, citing higher washed coking coal sales and gold mine production. Trade & Industry Context: Monadelphous won an A$200m Port Hedland contract for BHP’s port debottlenecking works. Environment & Diplomacy: India’s ambassador inspected Mongolia’s UNCCD COP17 venue in Ulaanbaatar ahead of the Aug 17–28 summit on restoring land.