4 July 2025 | 12:45PM HKT China Metals & Mining Chinese metal demand - decomposing the resilient growth, front-loaded demand weighs on outlook The strength of Chinese metal demand YTD has been resilient. However, decomposing the growth by downstream sector suggests large contributions to the growth are front loaded in nature, including rush installations of renewables, and sizable stimulatory consumption from Autos and Appliances on the back of the trade-in program. With this, we expect much decelerated gro ...

4 July 2025 | 12:45PM HKT China Metals & Mining Chinese metal demand - decomposing the resilient growth, front-loaded demand weighs on outlook The strength of Chinese metal demand YTD has been resilient. However, decomposing the growth by downstream sector suggests large contributions to the growth are front loaded in nature, including rush installations of renewables, and sizable stimulatory consumption from Autos and Appliances on the back of the trade-in program. With this, we expect much decelerated gro ...

Flash | 03 Jul 2025 13:02:34 ET │ 10 pages China Materials 2025 On-Ground Demand Monitor Series #97 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 26th Jun to 2 nd Jul 2 ...

ab Global Research owered by UBS Evidence Lab YES P 2 July 2025 China Logistics Sector APAC Focus: Parcel pricing near bottom, prefer smaller players on vol. and margin expansion Investors are increasingly concerned about the pricing dynamics in China's parcel industry. However, we believe price competition will largely stabilise, supported by UBS Evidence Lab survey (> Access Dataset) and our supply-demand analysis. We expect ZTO, YTO, STO, Yunda and J&T (Tongda) in aggregate to deliver a 2024-27E earnings ...

Flash | 03 Jul 2025 03:56:10 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #96 – Thermal Coal Production and Inventory CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on a demand recovery has been largely cautious. In this note, we enclose weekly data from Sxcoal, a consultant, on 100 sample China thermal coal mines' production and inventory data during the week of 26th Jun to 2nd Jul 2025. Latest sect ...

Flash | 04 Jul 2025 11:23:44 ET │ 8 pages China Materials Takeaways from Aluminum Product Expert Call with Mymetal CITI'S TAKE We hosted an aluminum product expert call with Mr. Tong Yilai, Aluminum Product Research Analyst of Mymetal on 4th July. Aluminum demand in solar power industry is mainly for aluminum industrial profiles and foil sheet. The demand has been decreasing since mid-May and the decline has slowed down into July. The weekly aluminum industrial profile output for sampled Chinese producers i ...

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So, Anthony, yet another surprise from OPEC. They keep surprising us the last couple of months and this time an even bigger than anticipated supply put back to the market. What is the justification from their perspective.Good morning, and nice to see you from London. Yeah, that's right. It was another surprise increase because OPEC had signaled to going into this stretch of increases that they would be putting on to the market just a little bit more than 100,000 barrels a day.But for the last three months, ...

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 ...

RT The Rollup (@therollupco)NEW EP: Why AI Agents Need Better Blockchain Data with Marcel FohrmannWhile the hype of the narrative has slowed, the developments in ai x cryptoIn today's episode, @ayyyeandy sits down with @I_1337_I from @helloSQD to cover:> Why Current Data Infra Can't Scale> SQD's "Airbnb of Databases" Model> Why Institutional Players Are Taking Crypto Data Seriously> The Fight to Keep AI DecentralizedFull episode links below.Timestamps:00:00 Intro00:59 Magic Ad01:27 Starknet Ad01:53 Marcel’s ...