Core Viewpoint - Rheinmetall, Germany's largest defense contractor, inaugurated a new ammunition factory in Unterlüß, which is expected to significantly enhance Germany's defense capabilities and contribute to European military strength [1]. Group 1: Factory Production Capacity - The new factory will produce 25,000 units of 155mm artillery shells in its first year, increasing to 140,000 units in the following year [1]. - By 2027, the factory's annual production capacity is projected to reach 350,000 units, making it the largest ammunition production facility in Europe [1]. Group 2: Product Range and Capabilities - In addition to conventional artillery shells, Rheinmetall plans to manufacture rocket artillery at this facility, which will feature a small propulsion system allowing for a range of up to 100 kilometers [1]. - In comparison, the standard range for conventional 155mm artillery shells is typically between 30 to 40 kilometers [1]. Group 3: Strategic Importance - Rheinmetall views this factory as a crucial foundation for strengthening Germany's defense capabilities and enhancing the military power of Europe [1]. - The facility will supply ammunition to the German Bundeswehr, NATO countries, and Ukraine [1].

Macro News - The Russian Ministry of Defense reported on July 9 that the Russian military conducted a cluster strike on Ukrainian military airport infrastructure, achieving all designated targets [1] - Ukraine's President Zelensky stated that Russia launched a new round of large-scale attacks on multiple Ukrainian cities, with a total of 741 aerial targets identified, most of which were intercepted [1] - The Ukrainian Armed Forces reported 112 battles on the front lines on the same day, successfully repelling Russian advances in multiple directions [1] Defense and Trade - The Trump administration has resumed the shipment of certain weapons to Ukraine, including 155mm artillery ammunition and precision-guided rockets, following a one-week pause [2] - President Trump announced a 50% tariff on all Brazilian products starting August 1, 2025, which Brazilian officials deemed unfair, emphasizing that Brazil is not a problem for the U.S. [2] - The precious metals market is experiencing price consolidation, with ongoing trade negotiations between the EU and the U.S. and new tariff threats from the Trump administration affecting market sentiment [2] - Recent U.S. economic data showed a non-farm payroll increase of 147,000 in June, surpassing market expectations, while the unemployment rate fell to 4.1%, impacting interest rate expectations [2] - The market anticipates potential interest rate cuts starting in September, influenced by trade policy clarity and economic data trends [2]

Group 1 - The U.S. government has resumed the shipment of certain weapons to Ukraine after a one-week pause ordered by the Department of Defense [1] - The weapons being sent to Ukraine include 155mm artillery ammunition and precision-guided rockets, although the specific start date for these shipments remains unclear [1]