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2026-01-26
This month, revisions across the three major agencies’ monthly reports were limited. OPEC maintained its existing supply and demand growth forecasts, while both the EIA and IEA made modest upward revisions to demand and supply growth. However, given the limited adjustment in the overall supply–demand structure, the short-term oil price outlook still lacks a clear directional signal. Meanwhile, U.S. crude oil and refined product inventories continued to rise in tandem, indicating weak end-user demand momentum. As a result, near-term fundamentals continue to exert downward pressure on oil prices, although geopolitical risks and supply disruptions in certain regions provided intermittent upside support.
# Financial Products
# Investment Analysis
# fiisual lab
2026-01-12
Overall, over the past two weeks, refined product inventories have continued to build, signaling weak end-user demand. However, crude oil inventories declined by more than market expectations, providing support to crude prices. Venezuela’s limited market share means that any potential increase or loss of supply has only a marginal impact on global crude supply expectations. Meanwhile, OPEC+’s extension of its pause on production increases, together with geopolitical risks involving Russia–Ukraine and Iran, has slightly eased concerns over supply growth and contributed to higher oil prices.
2026-01-08
At CES 2026, NVIDIA CEO unveiled the company’s latest AI strategy, highlighting six core themes shaping its roadmap: AI as the next foundational computing platform, the rapid adoption of open-source models driving long-term industry growth, agentic AI tools evolving into autonomous systems with rising demand, Physical AI bridging the digital and real worlds, Alpamayo as an explainable end-to-end autonomous driving solution, and robotics emerging as the next major wave in the AI industry.
# USA
# Manufacturing Industry
2026-01-06
As the AI industry transitions from a phase of rapid infrastructure buildout to one of mature applications, the demand for computing power on the inference side is expected to become a key growth driver for the next stage of large-scale AI commercialization. In this context, the general-purpose flexibility of GPUs and the efficiency advantage of ASICs are likely to create direct competition in the inference market, which could impact NVIDIA’s future revenue growth and market share. This article introduces NVIDIA’s planned $20 billion “quasi-acquisition” of Groq’s LPU inference technology through a licensing deal. It analyzes the motivation behind the transaction, the anticipated outcomes post-acquisition, potential technical risks, the feasibility of execution as currently planned, and the possible market implications if the deal goes through.
# Stocks
# Fundamental Analysis
# News
# Editor's Pick
2025-12-30
Since 2019, TikTok has drawn heightened scrutiny from the U.S. government over its alleged deletion or suppression of content related to politically sensitive topics in China. During President Trump’s first term, TikTok was officially labeled a national security concern. Although its current advertising revenue still significantly lags behind that of Meta, TikTok’s younger user base, higher engagement, and longer average usage time have created real competitive pressure on incumbent platforms like those under Meta. This article outlines the full timeline of U.S. actions against TikTok, and details the current agreement, which involves a dual-entity operational structure and licensed use of its recommendation algorithm.
# China
2025-12-29
Over the past two weeks, the short-lived uptick in oil prices was mainly driven by a geopolitical risk premium. However, the medium- to long-term outlook is still shaped by structural factors—relatively ample global crude supply (U.S. production staying high, non-OPEC supply growth) and only moderate demand growth—both of which cap upside potential. Absent a major supply disruption or additional OPEC+ tightening, crude is likely to stay range-bound with limited volatility. A sustained rebound would require either a clear improvement in demand or more concrete, persistent signs of supply contraction.
2025-12-15
LINE Pay Taiwan, leveraging the massive user base of the LINE messaging app, has gradually built a comprehensive ecosystem that spans payments, marketing, and financial services. This article provides a brief overview of LINE Pay’s development journey, breaks down its two major business models—B2B2C and B2B—and examines the changes following the end of its partnership with iPASS Money. As Taiwan’s cashless payment market continues to grow, the article also analyzes future market trends and compares LINE Pay’s strengths and weaknesses against competitors like JKOPay and PX Pay Plus.
# Taiwan
# Japan
Adjustments in this month’s reports from the three major agencies were limited. Both the EIA and OPEC largely maintained their existing supply–demand assessments. The IEA, by contrast, further revised demand upward and supply downward, leading to a modest narrowing of the projected supply–demand gap, though not enough to alter the market’s dominant narrative. At the same time, U.S. refined product inventories continued to rise, indicating that end-user demand momentum remains weak. As a result, near-term fundamentals continue to weigh on oil prices, and the oil market overall retains a structurally soft bias.
2025-12-01
Over the past two weeks, geopolitical risk premiums have faded rapidly while seasonal demand failed to firm as expected—both developments weighing on crude prices. Although lower prices are gradually curbing U.S. upstream investment and OPEC+ remains committed to production cuts, the absence of a clear demand catalyst means the market is likely to oscillate around a backdrop of ample supply and moderate consumption, with downside risks still outweighing near-term upside drivers.
2025-11-17
OPEC sharply revised up its 3Q25 supply estimate this month, weakening market risk appetite and reinforcing expectations of a more comfortable supply outlook. Although geopolitical tensions continue to spark short-lived rebounds in crude prices, they have limited ability to alter the medium-term trend of rising supply. Markets will still need to watch how the Russia–Ukraine conflict and Middle East dynamics affect actual exports and shipping flows.
