Global Commodities Research 01 July 2025 J P M O R G A N Global Commodities The Week in Commodities This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It also contains hyperlinks to other related research/podcasts on the global commodities market. Oil Markets Weekly: Major supply disruption risk at 21%, but deterrent lines are now well-defined Global Commodities Webinar: US Enters War with ...

“Checks and Balance” assess the implications of the big bill:🎧 How it will explode the national debt🎧 Comparing the process Congress used with how it was once done🎧 What the GOP prioritises, and what that means for its supportershttps://t.co/AdPFBS7DTp ...

Checks and balances make it harder for democracies to control citizens’ data. But by putting less weight on such things, China could build an efficient and dystopian system of surveillance https://t.co/GujH3UWFC4 ...

have you noticed how the world feels increasingly chaotic [Music] polarized and uncertain well that's no accident According to some historians we've entered what's known as a fourth turning a period of major crisis that threatens to reshape society the economy and even the global order So in today's video we'll explain exactly what this fourth turning is why it appears to be happening now and how it could impact markets your investments and especially crypto My name is Guy and believe me this is a video you ...

5 Survival Tips For Working Moms With Kids Home This Summer https://t.co/xux3BHY1vr https://t.co/xux3BHY1vr ...

Premium balance is the amount of premium that is owed to an insurer for a policy, but which has not yet been paid by the policyholder. https://t.co/9b2jLBVRis ...

30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...

COMPANY RECOGNIZED FOR EXCEPTIONAL WORKPLACE CULTURE,FLEXIBILITY, AND SUPPORT FOR WORKING FAMILIESLOS ANGELES, July 3, 2025 /PRNewswire/ -- Mercury Insurance has been named to Newsweek's 2025 lists of America's Greatest Workplaces for Parents & Families and America's Greatest Workplaces in Financial Services, earning national recognition for its commitment to employee well-being, flexibility, and workplace excellence.The awards, presented by Newsweek and Plant-A Insights Group, are based on a large-scale in ...

I'm honored to be on this platform today and thanks for giving me the opportunity to be part of this uh prestigious platform. So I just want to talk about the theme of today right which is econox creating balance everyone has talked about it and naturally I will try to make sure that I am talking about that balance in my talk today. So before I tell you the context I will tell you how my journey has been since yesterday.So when I arrived yesterday here there was a guy who was showing us around this universi ...

市场洞察 - Marquee 市场洞察|市场|商品 GS 成品油追踪——夏季汽油价格上涨 GS 精炼产品追踪器： 交易理念：漫⻓的夏季 RBOB 破解： 总体⽽⾔：清洁产品供需平衡依然紧张，⽽⽣产激励措施将有利于中质馏分油（当原油供应限制 放松时）。市场对任何供应中断或需求意外（⽬前正处于旺季）的承受能⼒不⾜。 1/20 季节性表现强劲：过去10个7⽉中，RBOB裂解价差有7个出现上涨，平均上涨2美元/桶。历 史最⼤涨幅为8.1美元/桶，⽽最⼤跌幅为3.2美元/桶——⻛险回报状况良好。 产量转换à RBOB 热能极其混乱，与过去 10 年相⽐处于区间底部。我们认为这主要是由于 原油供应限制à尽管减产解除，但 OPEC+ 的重质酸性原油出⼝尚未回升，⽽是被⽤于中东国 内燃料燃烧（旺季）。因此，由于替代原料供应有限，依赖于重质原油的馏分油产量受到限 制。⽬前较轻的原油供应导致产量落后于⽣产激励。如果我们看到进⼊美国的中质和重质 酸性原油增加，炼油⼚将能够转向最⼤化馏分油产量。这种转变将减少汽油产量，收紧 RBOB 供应并⽀持裂解价差。 与三年历史相⽐， 定位处于第 11 个百分位 飓⻛季节à我们正处于⼀年中飓⻛ ...