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 ...

First olive oil, then cocoa and coffee. Now a fresh supply squeeze is set to hit the hazelnuts that go into making Nutella https://t.co/iWgHsfqSye ...

Chinese zinc smelters, which account for over half of global supply, face growing pressure to lower run rates as capacity expansion outpaces demand, according to Beijing Antaike Information https://t.co/TT8Ja6TFTH ...

美国航线的船舱空间在中美达成协议后激增（Reuters） 日本等中国以外国家与美国之间的关税谈判大多仍未达成协议。如果对华关税再次提高，中美之间的运 输量有可能回到4月骤减时的水平。运费行情仍存在急剧波动的风险…… 上海发往美国的集装箱船现货（即时合约）运费暴跌，最近三周下跌了54%。此前因中美集装箱运输的 快速恢复而上涨，船运公司增加供应，供需紧张有所缓解。也有观点指出，运往美国的运输量已过顶 峰。中美达成关税协议后运费暴涨的混乱局面基本平息。 上海航运交易所的数据显示，截至6月27日，上海发往美国西海岸的集装箱运费（每个40英尺集装箱） 为2578美元。6月6日曾升至5606美元的近期最高点，但目前几乎回到了之前的水平。发往美国东海岸也 连续3周下跌。 中美根据部长级磋商的协议，于5月14日将相互征收的关税下调了115%。因4月加强对等关税而停滞的 中美集装箱运输量在达成协议后迅速恢复。 由于部分 关税下调为截至8月中旬的为期90天的限时措施，因此为了在期限内将货物送到美国而紧急预 订集装箱船的趋势加强。由于船舶的供需紧张，上海发往美国西海岸的运费出现创纪录上涨，每周的涨 幅均创历史新高。 运费走高并未长 ...

Iron ore headed toward the highest close since May as China’s renewed focus on supply-side reform lifted expectations for the country’s steel market https://t.co/qhWIthYmLS ...

China Solar: Glass/Poly Share price rally overly reacted on supply-side policy anticipation, reiterate Sell on Flat/Xinyi/Tongwei Share prices for our Solar Glass/Poly coverage have rallied by 17%/17% on average during June 30-July 2 (vs. largely flat performance of CSI300 and HSI at +0.6%/-0.3%), on the back of rising supply-side policy expectations following the readout from Central Financial and Economic Affairs Commission on July 2 and two high profile opinion pieces (by People's Daily on Jun 29 and Qiu ...

ab 1 July 2025 Global Research Memory Semis Monthly July '25 Edition: HBM supply / demand remains healthy HBM supply / demand to remain in check Investors often ask us whether the disconnect between our HBM supply forecasts (i.e., shipments from HBM vendors) and demand estimates (based upon end-consumption) should be cause for concern. For now, we do not believe so. HBM typically ships into consignment inventories at TSMC, ahead of the CoWoS process taking place. This then can last up to 2 months. The packa ...

30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...

🔥 BULLISH: Bitcoin could hit $170K as global M2 supply reaches a record $55.48T and the US dollar posts its worst H1 since 1973. https://t.co/79mH6xzcgA ...

Consumer discretionary is the worst sector of the year. Some of the biggest losers are retail names like Deckers, Lululemon, Ross Stores. Is the sector though prime for a rebound in the second half.Joining us now is Dana Telsey, Telsey Advisory Group CEO. Dana, good to see you. There's good to see you too.Thank you for having me. Yeah, it's good good to have you. Especially because there's such a mix of data.We were just talking about this labor report. Overall, great. the market's up, but underneath the su ...