Key Takeaways LMT benefits as Ukraine relies on its Patriot system to counter Russian missile attacks. Lockheed increased PAC-3 output 30% in 2024, targeting another 20% rise in 2025 to meet global demand. HIMARS use in Ukraine drives LMT to boost annual output from 48 to 96 units by end of 2025.The long-standing war between Russia and Ukraine, particularly since Russia launched its full-scale invasion in February 2022, has once again intensified in recent weeks after ceasefire talks got largely stalled. ...

June 30, 2025 03:21 PM GMT China Financials | Asia Pacific Tracking Industrial Risks: Will Weaker May Data Lead to Higher Risks? Key Takeaways Despite weaker May industrial profit growth, we believe the incremental impact on industrial credit risks remains small due to: 1) profit deterioration concentrated in a few sectors affected by US tariffs; 2) US tariffs have declined notably from the peak in April and early May; 3) negative impact on EBIT interest coverage remains modest. Positively, more sectors hav ...

June 30, 2025 03:21 PM GMT China Financials | Asia Pacific Tracking Industrial Risks: Will Weaker May Data Lead to Higher Risks? Key Takeaways Despite weaker May industrial profit growth, we believe the incremental impact on industrial credit risks remains small due to: 1) profit deterioration concentrated in a few sectors affected by US tariffs; 2) US tariffs have declined notably from the peak in April and early May; 3) negative impact on EBIT interest coverage remains modest. Positively, more sectors hav ...

Key Takeaways Cheniere Energy Inc. (LNG) , a U.S.-based exporter of liquefied natural gas, has taken a final investment decision (FID) on the proposed expansion of its Corpus Christi facility in South Texas. The company has approved the Corpus Christi Midscale Trains 8 & 9 and debottlenecking project. LNG has issued a full notice to Bechtel Energy to begin construction of the new two liquefaction units, which are expected to contribute a total liquefaction capacity of over 3 million tons of LNG per year. Th ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 2025/6/18 指标 单位 今值 变动 近期趋势 | | | | | --- | --- | --- | --- | | 16,725.00 -0.15% SMM1#铅锭平均价格 元/吨 | | | | | 沪铅期现价格 期货主力合约收盘价 元/吨 16,860.00 -0.71% | | | | | 沪铅基差 元/吨 -135.00 95.00 | | | | | 元/吨 -30.00 - 升贴水-上海 | | | | | 升贴水-LME 0-3 美元/吨 -33.19 -3.43 | | | | | 升贴水-LME 3-15 美元/吨 -65.50 -1.40 价差 沪铅近月-沪铅连一 元/吨 -20.00 30.00 | | | | | 沪铅连一-沪铅连二 元/吨 5.00 5.00 | | | | | 铅 沪铅连二-沪铅连三 元/吨 - -5.00 | | | | | 期货活跃合约成交量 手 29,996.00 -0.81% | | | | | 成交持仓 期货活跃合约持仓量 手 41,457.00 -1.4 ...

Growth Capital Raise Corporate Update June 17, 2025 Confidential Information. Do Not Distribute. 11 Confidential Information. Do Not Distribute. Forward-Looking Statements This presentation contains forward-looking statements, including statements about the expected timing of the closing of the proposed offering of preferred stock and the continued execution of PureCycle's business plan; the expected growth in the number of PureCycle's facilities, including the timing of such growth and the expected product ...

Core Insights - Stepan Company has announced a 25% increase in its production capacity for Alpha Olefin Sulfonates (AOS) through strategic capital investments and process improvements [1][2][4] - The company operates the broadest network of AOS production sites in North America, enhancing operational efficiency and reliability for customers [2][4] - AOS is a versatile surfactant used in various applications, including detergents and personal care products, and is increasingly preferred due to its environmental benefits and suitability for sulfate-free formulations [3][4] Company Overview - Stepan Company is a major manufacturer of specialty and intermediate chemicals, particularly known for its surfactants used in cleaning, agricultural, and oilfield solutions [5][6] - The company is headquartered in Northbrook, Illinois, and has a global production network across North and South America, Europe, and Asia [6]

23 May 2025 | 4:38PM CST China Multi-Industry Tariff Impact - Feedback from Appliances, Autos, Industrial Tech & Solar Companies (week of May 23) We have conducted discussions with select companies in the appliances, autos, industrial tech and solar sectors to understand the latest management thoughts on the business outlook following the increase in US tariffs. Details inside. China Consumer Durables We have interviewed selected covered companies within the white goods, consumer electronics and furniture s ...

L3harris Technologies (LHX) FY Conference May 22, 2025 12:50 PM ET Speaker0 All right. I think we're good. See you going. Thanks so much for joining us. Excited to have with us LHX, the CFO, Ken Benningfield. Thanks for coming, Ken. Really appreciate it. Speaker1 Thanks for having us, Myles. It's great to be here. And maybe just real quick, I'll just remind everyone that today's discussion may include forward looking statements. And forward looking statements involve risks and uncertainties, which can be fu ...

Core Insights - NGL Energy Partners LP (NGL) is expected to see significant increases in capacity due to the LEX II expansion, which is likely to enhance future free cash flow growth [1] - Recent debt refinancing is also a factor that may positively impact the company's financial outlook [1] Financial Analysis - The analysis focuses on cash flow statements and unlevered free cash flow figures, with assumptions based on historical financial data and forecasts regarding the business model [1] - Financial models may include various metrics such as cost of capital, cost of debt, WACC, share count, and net debt [1] - The study typically emphasizes trading multiples like EV/FCF, net income, and EV/EBITDA [1]