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每周监测:锂供应中断-Weekly Monitor_ Lithium Supply Disruption
2025-07-21 14:26
July 18, 2025 11:54 AM GMT Greater China Materials | Asia Pacific Weekly Monitor: Lithium Supply Disruption Key Takeaways Base metals: Shanghai copper prices were down 0.1% WoW while inventories were up 3.8% WoW. Shanghai aluminum prices were down 0.4% WoW while inventories were up 5.5% WoW. Battery metals: Domestic industrial-grade and battery-grade lithium hydroxide prices were both flat WoW; while industrial-grade and battery-grade lithium carbonate prices were up 2.1% and 2.0% WoW. Gold: Price decreased ...
中国多资产_供给侧改革 2.0 推进- 中国应对价格战之役China Multi-Asset_ Supply-Side Reform 2.0 Unfolding—China‘s War on Price Wars
2025-07-21 14:26
V i e w p o i n t | 17 Jul 2025 21:00:27 ET │ 39 pages China Multi-Asset Supply-Side Reform 2.0 Unfolding – China's War on Price Wars CITI'S TAKE The resilience of China's manufacturing FAI despite property-market weakness has been a bright spot in the economy. As manufacturing supply-chain capacity expands and property demand remains soft, prices suffer, with PPI struggling in negative territory. Rising US tariffs on China goods could further complicate the problem. China equities view: We believe authorit ...
中国股票策略:供给侧改革 2.0_这次可能不同-China Equity Strategy_ Supply side reform 2.0_ This time may be different
2025-07-21 14:26
17 July 2025 Equity Research Report China Equity Strategy Equity Strategy Supply side reform 2.0: This time may be different On 1 July, the Central Commission for Financial and Economic Affairs (CCFEA) called for efforts to deal with disorderly price competition and eliminate obsolete capacity. This followed the publication of a critical article in Qiushi magazine and a Ministry of Industry and Information Technology (MIIT) symposium on the solar industry. This has fuelled investor expectations for a new ro ...
Volume Up, Price Down: Can AVO Balance Growth With Profitability?
ZACKS· 2025-07-21 14:06
Key Takeaways Mission Produce is scaling up fruit volumes, led by a 100% jump in Peru's avocado crop. AVO faces 10-15% year-over-year avocado price declines amid global oversupply pressures. AVO invests in ripening centers and packhouses to boost scale, efficiency and operating leverage.Mission Produce Inc. (AVO) , a global leader in sourcing, producing and distributing fresh produce, is navigating a critical phase in its growth journey. Amid a dynamic agricultural market shaped by shifting consumer prefe ...
American Resources, ReElement, and Impossible Metals partner to build US rare earth supply chain
Proactiveinvestors NA· 2025-07-21 13:51
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 ...
Supply Chain Management Market Surges to $58.42 billion by 2030 - Dominated by SAP (Germany), Oracle (US), Infor (US)
GlobeNewswire News Room· 2025-07-21 13:30
Delray Beach, FL, July 21, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Supply Chain Management Market growth is projected to reach USD 58.42 billion by 2030 from USD 38.51 billion in 2025, at a Compound Annual Growth Rate (CAGR) of 8.7% during the forecast period. Browse in-depth TOC on "Supply Chain Management Market" 340 - Tables 58 - Figures 361 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=190997554 Supply Chain Management Market Dyn ...
X @aixbt
aixbt· 2025-07-21 12:58
prediction: bitcoin punches through 130k within two months• schwab opening spot trading to 40m clients, standard chartered lining up• fresh $2.4b hit spot funds this week, sequans adds $150m more• long-term holders keep stacking while whales yank almost 9k coins off exchangestradfi doors swing open, supply shrinks. simple math ...
Titan Mining On Track to Become the Only Fully Integrated U.S. Graphite Producer by Q4 2025
Globenewswire· 2025-07-21 10:00
Gouverneur, N.Y., July 21, 2025 (GLOBE NEWSWIRE) -- Titan Mining Corporation (TSX: TI; OTCQB: TIMCF) (“Titan” or the “Company”) is pleased to provide an update on the construction of its graphite processing facility for its Kilbourne Graphite Project at Empire State Mines LLC (“ESM”), its wholly owned subsidiary located in St. Lawrence County, New York. Highlights: First Fully Integrated U.S. Graphite Producer in 70+ Years: Titan on track to deliver domestically sourced and processed natural graphite in Q4 ...