0509 GMT - Japanese industrial production is likely to be supported by artificial intelligence-related capital expenditures, SMBC Nikko Securities economists say in a note. Japan's industrial output in August fell 1.7% from the previous month. SMBC Nikko says the decline was partly due to automakers' suspending operations at some factories due to earthquakes and typhoons. Uncertainty remains high over the outlook for crude supply but Japan still maintains an oil reserve equivalent to about 200 days of domestic consumption and has been making progress in securing alternative supply, the brokerage says. The risk of a potentially significant oil supply shortage appears low for now, the economists say.