Core Insights - The global liquefied natural gas (LNG) market is gradually stabilizing following a reduction in gas supply through pipelines from Russia to Europe, with strong supply from the United States and expected capacity increases from Qatar later in the decade [1] - Demand for LNG in both Asian and European markets remains weak, and prices have not yet recovered to pre-2020 levels due to a sharp decline in global LNG demand from late 2021 to 2023 [1] - A seminar will analyze anticipated supply growth trends and identify LNG receiving terminal projects that are expected to reach financial closure and commence construction in the coming years [1] Group 1 - The LNG research team will present at the LSEG Academy webinar discussing the LNG supply and demand outlook for 2025 [1] - The seminar will delve into the impact of recent demand reductions on the LNG market and pricing [1] Group 2 - Key speakers at the seminar include Samuel Good, Shruti Shah, and Olumide Ajayi, all experts in LNG research at LSEG [2] - The agenda for the seminar includes discussions on supply growth and market dynamics [3]

Group 1 - The market sentiment has reversed significantly following substantial progress in the China-US trade talks, leading to a sharp divergence in global commodity prices [1][4] - The domestic commodity futures market saw most prices rise, particularly in the chemical sector, with the main shipping index contract increasing by 5.79% and styrene reaching its limit up [1] - Precious metals experienced a significant drop, with gold futures falling by 1.6% to 767.68 yuan per gram, marking a near one-month low [1] Group 2 - The shipping market reacted positively to the easing trade tensions, with the main shipping index contract rising over 10% during the day and closing at 1465.2 points, a 6% increase [2] - The chemical industry, particularly styrene, saw price increases due to optimistic expectations regarding trade recovery, as the sector is heavily influenced by trade dynamics [2] - Analysts caution that while the shipping index has rebounded, the underlying fundamentals remain weak, and future price movements will depend on actual improvements in trade demand and cargo volumes [2][3] Group 3 - The risk appetite in the market has rebounded quickly after the trade agreement progress, leading to a downward adjustment in expectations for Federal Reserve rate cuts [4] - The international spot gold price fell below $3300 per ounce, reaching a low of $3207 per ounce, before rebounding to $3254 per ounce [4] - The non-ferrous metals market showed a mixed performance, with some metals linked to trade seeing slight increases, while caution remains prevalent among traders [4]

她续称，这些仓库将成为连接中国现货金属市场与LME国际定价的关键纽带，为市场参与者开辟新的 机遇。港交所将会继续与LME及持份者紧密合作，推动香港大宗商品市场的发展，也期待更多香港的 仓储设施成为LME核准仓储设施。 LME于今年1月20日已批准香港成为LME交割地点。 智通财经APP获悉，港交所(00388)旗下伦敦金属交易所(LME)宣布，已批准四家位于香港的LME核准仓 储设施。新的核准仓储设施已经通过LME运输及物流标准验收，预计三个月后正式投入运营，开始接 收和储存LME认可交割品牌的金属。 四家仓储设施分别由三间仓储营运商营运，本地合作伙伴包括华润物流、中国外运香港，以及丰豪供应 链，获准存储的金属包括铝合金、鍚、锌及铅等。 LME首席执行官张柏廉表示："在宣布香港成为LME交割地点后，我们能够如此迅速地核准首批仓储设 施，这对LME来说是一个激动人心的进展。我们衷心感谢仓储公司及合作伙伴的大力支持，以及金属 行业对LME香港仓储业务的热切关注。" "香港目前已具备充分的条件进一步发展成为全球主要金属市场，同时作为企业进入中国内地市场的最 佳门户。这将会进一步巩固香港作为国际金融、贸易和物流中心的 ...