With OPEC+ nearing the end of a first-phase of jumbo output hikes, the market’s attention is turning to what what will come after https://t.co/Ovh08t413a ...

澳大利亚电池制造商Vaulta宣布与美国eFinery Energy签署战略合作备忘录，双方将共同推动澳方锂电池 技术在美国市场的规模化应用，合作目标开发5 GWh 储能项目。 Vaulta公司表示，此次与eFinery的合作将重点探索其锂电池储能制造工艺向美国市场的技术输出与授权 许可，为高性能电池系统的本土化生产与部署铺平道路，并考虑在美国建立一个持证组装工厂。 eFinery首席执行官Michael Gurin表示， 公司将把Vaulta的制造工艺与智能电池管理系统整合到其微 电网、"最后一英里"能源系统及表后应用中。 Vaulta由产品设计专家 Dominic Spooner 于2019年创立，专注于生产适用于电动汽车、军事及固定储 能的模块化可回收电池。其专利性的无焊接易拆卸电池外壳技术，支持电芯的便捷更换与升级迭代。 文 | 中关村储能产业技术联盟 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 Spooner坦言进军美国市场面临多重挑战， 但表示双方准备共同应对潜在的障碍。包括 如何应对美国各 州对于电池系统的认证标准差异、如何满足 《通胀削减法案》本土 ...

The US talks about "maximum pressure" on Iran, but when it comes to the booming energy sector, there's only been maximum output, writes @JavierBlas (via @opinion) https://t.co/hra4KC5FW0 ...

Swiss manufacturing rose much more than anticipated in June, reflecting hope that a solution to the ongoing tariff spat with the US can be found as the July 9 deadline looms https://t.co/2hP4wYEnHM ...

Input-output analysis refers to the study of the particular effects that different sectors or industries have on the economy as a whole for a particular nation or region. https://t.co/pkiMPacz4R ...

The multiplier effect measures the impact that a change in investment will have on final economic output. https://t.co/G20gGHTMbK ...

6月12日，根据Counterpoint Research最新报告，受关税影响及行业整体发展放缓的冲击，2025年全球智 能手机制造产量预计将同比下降1%，2024年产量则同比增长4%。报告指出，各国制造产量在2025年预 计呈现分化态势。印度预计成为最大受益者，2025年制造产量预计实现两位数百分比增长，达到全球总 产量的20%，创下新高。 ...

Financial Data and Key Metrics Changes - In Q1 2025, Imperial Petroleum generated revenues of $32.1 million and net income of $11.3 million, marking a 22.5% increase in revenue and a 190% increase in net income compared to Q4 2024 [6][21][25] - The company has maintained profitability since Q4 2021 and ended Q1 2025 with a cash base of approximately $227 million, which is about three times higher than its current market cap [5][22][25] Business Line Data and Key Metrics Changes - The performance of product tankers improved in Q1 2025, with the company benefiting from increased time charter coverage, as seven out of thirteen ships are currently under time charter employment [6][19] - Voyage costs decreased to $10.5 million, down $3.1 million from Q1 2024, attributed to increased time charter activity and reduced spot days [21] Market Data and Key Metrics Changes - Average rates for Suezmax and product tankers were lower by about 25% compared to the same period last year, reflecting broader market softness [5][21] - The tanker market experienced volatility due to geopolitical factors, including sanctions on tankers involved in Russian oil trade, which tightened capacity and strengthened day rates [10][13] Company Strategy and Development Direction - The company plans to expand its fleet significantly, adding seven new ships by Q3 2025, which will increase its fleet size by 60% [16][18] - The strategic addition of dry bulk carriers is aimed at diversifying the fleet and reducing volatility, as dry bulk carriers typically have a less volatile market cycle than tankers [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, highlighting the positive momentum in Q1 2025 despite a soft market [25] - The company remains optimistic about the tanker market in the short to medium term due to OPEC's production increases and ongoing sanctions on Russian oil [13][24] Other Important Information - The company reported a basic earnings per share of $0.32 for Q1 2025 and noted a 10% increase in available cash during the quarter [22][23] - Imperial Petroleum's daily TCE earnings per fleet stand at approximately $20,500, with a cash flow breakeven per vessel at around $9,000 [23] Q&A Session Summary Question: What are the expectations for the tanker market moving forward? - Management indicated that the tanker market outlook is positive in the short to medium term, primarily due to OPEC's decision to increase output and the ongoing sanctions on Russian oil [13][24] Question: How is the company managing its fleet expansion? - The company is strategically adding dry bulk carriers to diversify its fleet and reduce operational volatility, with plans to increase its fleet size significantly by Q3 2025 [16][17]