突发！联合出兵，“美军发动致命打击”！特朗普：夺回石油权益

Group 1: U.S. Military Actions and International Relations - U.S. President Trump threatened to reclaim oil rights from Venezuela, claiming they were illegally taken from American companies [14][15] - The U.S. military conducted a strike on a vessel identified as a terrorist organization in the Eastern Pacific, resulting in four deaths [16] - The U.S. and Ecuador are collaborating on a short-term operation to enhance Ecuador's capabilities against drug trafficking [18] Group 2: Economic Indicators and Federal Reserve Policy - The U.S. Consumer Price Index (CPI) for November rose by 2.7% year-on-year, lower than market expectations, indicating a cooling inflation trend [19] - The likelihood of the Federal Reserve lowering interest rates in January increased from 26.6% to 28.8%, with traders anticipating a reduction of 62 basis points [19] Group 3: Lithium Market Dynamics - JPMorgan raised its target price for lithium carbonate to $18,000 per ton, significantly above the current spot price of approximately $13,500 per ton [19] - The report highlights that while global lithium supply is increasing, it is not keeping pace with explosive demand growth [20] - Lithium carbonate futures prices have risen over 44% since October, indicating strong market activity [20] Group 4: Supply and Demand Factors in Lithium Market - The resumption of production at the Jiangxiawo lithium mine and the launch of the Jiangxi Qiangyu new materials project have raised concerns about supply growth [20] - The weekly inventory reduction of lithium carbonate has slowed, with a decrease of 1,044 tons reported, impacting market demand expectations [21] - Analysts express uncertainty regarding the lithium carbonate market, noting potential shifts in supply-demand dynamics and the impact of seasonal demand fluctuations [22][23]