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铅半年报:铅市供需双增旺季价显动能
铅半年报 2025 年 7 月 7 日 铅市供需双增 旺季价显动能 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68556855 li.t@jyqh.com.cn 从业资格号:F0297587 投资咨询号:Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号:F0307990 投资咨询号:Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号:F03099478 投资咨询号:Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号:F3084165 投资咨询号:Z0016301 赵凯熙 zhao.kx @jyqh.com.cn 从业资格号:F03112296 投资咨询号:Z0021040 敬请参阅最后一页免责声明 1/19 铅市宽幅震荡 原生端看,铅精矿供需紧平衡格局持续,加工费 维持低位。二次废料及银精矿补充的背景下,下 半年电解铅生产仍以稳为主,叠加河南新凌铅业 投产预期,将推动电解铅供应同比增长。 再生铅端情况较为复杂,废旧电瓶供需矛盾难以 缓解,原料供应紧张叠加行业亏损问题,持续制 约再生铅产量释放,预计 ...
Oil Market: OPEC+ to Boost Supply Faster Than Expected in August
Bloomberg Television· 2025-07-07 05:14
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_ The Week in Commodities
2025-07-07 00:51
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 ...
X @BBC News (World)
BBC News (World)· 2025-07-06 23:11
How tariffs are shifting global supply chains https://t.co/iHYTKlGnhR ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-06 18:28
RT Token Terminal 📊 (@tokenterminal)Tether's USDT supply on TRON surpasses $80 billion.USDT on @trondao has added ~$20 billion in new supply since the start of the year. https://t.co/jikMatx8yg ...
LIVE! Progress 92 ISS Docking
The Launch Pad· 2025-07-05 17:55
Watch LIVE as Roscosmos Progress MS-31 docks to the International Space Station on its ISS Resupply mission. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad SUBSCRIBE to TLP Space News! https://www.youtube.com/@thelaunchpadnews OUR MISSI ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-05 16:15
RT Token Terminal 📊 (@tokenterminal)Stablecoins amount to 1.1% of the US dollar supply.Many stablecoin startups will contribute to this ratio getting closer to 100%. https://t.co/XmWxj7sYUP ...
X @Cointelegraph
Cointelegraph· 2025-07-05 03:00
🇺🇸 NEW: Stablecoins make up 1.1% of the U.S. dollar supply, with startups set to drive further growth. https://t.co/fXuaC7adzk ...
X @Token Terminal 📊
Token Terminal 📊· 2025-07-04 18:30
Stablecoins amount to 1.1% of the US dollar supply.Many stablecoin startups will contribute to this ratio getting closer to 100%. https://t.co/XmWxj7sYUP ...
Copper set for long-term gains as analysts see supply deficit emerging
Proactiveinvestors NA· 2025-07-04 16:26
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...