*Stock prices used were the after-market prices of July 3, 2025. The video was published on July 5, 2025. In today's video, I discuss recent updates affecting Nvidia (NVDA -0.99%) and Advanced Micro Devices (AMD -2.28%). To learn more, check out the short video, consider subscribing, and click the special offer link below. ...

ab Global Research owered by UBS Evidence Lab YES P 3 July 2025 Global Strategy What do China's surging exports mean for the world? China second 'shock' to global trade The last two years have seen a second China 'shock' to global trade, with its export volumes up 20%export vlumesp 20% vs. a 6% rise in the rest of the world. This is China's strongest outperformance since the years following WTO accession. The vast majority of this export surge is going to EM, which now accounts for over half of China's expo ...

V i e w p o i n t | 03 Jul 2025 22:20:36 ET │ 10 pages China Economics China Export Tracker (9): Steady into Liberation Day 2.0 CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jul 2nd . Shipping to the US had a few volatile weeks but managed to rebound lately, and the tentative trough for US-China trade could still hold, in our view. Overall cargo throughput grew at a slower pace in the past week. We forecast China's headline exports growth at 3.3%YoY for June. As the RoW comes to ...

Thailand is making a last-ditch effort to avert a punitive 36% export levy with offers of greater market access for US farm and industrial goods https://t.co/eKwocWnWaM ...

Russia set its weekly wheat export duty at zero for the first time since it was introduced in 2021 as it attempts to kick-start sluggish sales https://t.co/G7Akn0Ye64 ...

Core Insights - Energy Transfer LP (ET) is strategically positioned with a vast midstream infrastructure network of nearly 140,000 miles of pipelines across North America, providing a competitive advantage in natural gas, NGL, crude oil, and refined product transportation [1][2][8] - The company's geographic and product diversification enhances cash flow stability and reduces exposure to single commodities or regions, supported by long-term contracts and fee-based earnings [2][4] - Energy Transfer is well-positioned to capitalize on the growing demand for U.S. energy exports, with Gulf Coast assets enabling it to serve international markets [3][5] Infrastructure and Operations - The extensive midstream infrastructure allows Energy Transfer to capture volumes from multiple basins, including Permian, Eagle Ford, and Marcellus, linking them to key demand centers and export hubs [1][2] - The focus on operational efficiency and cost discipline positions the company for sustained growth and strong cash flows [4] Market Position and Financial Performance - Energy Transfer's units have increased by 10.1% over the past year, outperforming the Zacks Oil and Gas - Production Pipeline - MLB industry's growth of 6.3% [11] - The Zacks Consensus Estimate indicates an increase in earnings per unit of 2.86% for 2025 and 4.26% for 2026 [7] - Energy Transfer units are currently trading at a trailing 12-month EV/EBITDA of 10.25X, below the industry average of 11.53X, indicating undervaluation [9] Export Capabilities - The company's Gulf Coast assets, including LNG and NGL export terminals, are crucial for accessing global markets and enhancing margins [3][5] - Currently, 80 countries and territories benefit from Energy Transfer's exports, highlighting its international reach [3]

France’s Industry Minister Marc Ferracci says agreeing to 10% tariffs on European exports to the US would be a bad deal https://t.co/ep3HaIxDFS https://t.co/gyDM6QvniH ...

5月份中国商品占美国进口份额降至7.1%，比例为2001年以来最低。 https://t.co/PN1hFG7gjw外汇交易员 (@myfxtrader):美国5月自中国进口商品环比减少26.3%，对中国出口环比减少19.9%。 ...

The US has lifted its export ban on American-made jet engine parts and technology to China https://t.co/BpTN7gBUdW ...

So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...