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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.
# Financial Products
# Investment Analysis
# fiisual lab
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.
2025-11-10
The U.S. Department of Energy’s Grid Deployment Office officially launched the “Speed to Power” initiative on September 18, 2025. The program aims to accelerate the development and construction of large-scale power generation and transmission infrastructure to help the United States maintain its leadership in the global AI race while meeting the rapidly growing demand for affordable and reliable electricity. This article provides a brief overview of the initiative’s background, followed by a detailed explanation of its objectives and current progress—including clearly defined financial and technical support measures, such as substantial budget allocations and interregional transmission projects. It also outlines future outlooks and potential risks.
# USA
# News
# Manufacturing Industry
2025-11-04
In early November, U.S. President Trump embarked on an Asia tour, visiting several countries and achieving notable progress in both diplomacy and trade. This article outlines newly updated U.S. economic and trade policies with Malaysia, Japan, South Korea, and China. These include: strengthening cooperation with Malaysia; enhancing defense ties with Japan; deepening industrial cooperation with South Korea; and resuming trade with China, signaling a de-escalation of the U.S.-China trade war.
# China
# Southeast Asia
# Japan
2025-11-03
Over the past two weeks, international oil prices were driven by renewed sanctions on Russia and the latest OPEC meeting. Fundamentally, U.S. inventories continued to draw down, suggesting potential supply tightness if restocking does not accelerate before the peak season. In the near term, markets will closely watch the upcoming monthly reports from the three major energy agencies and updates on geopolitical tensions.
2025-10-20
Over the past two weeks, international oil prices have fluctuated in response to the evolving U.S.–China trade relationship, reflecting market uncertainty. Meanwhile, monthly reports from the three major energy agencies highlighted persistently high global crude inventories, reinforcing concerns about oversupply. However, on-the-ground data shows that fundamental demand remains resilient—U.S. gasoline demand continues to draw down inventories during the high-consumption season, and middle distillates have strengthened due to export redirection after Russian refineries were attacked. In the short term, markets will closely watch U.S.–China trade negotiations and Russia–India energy flows.
2025-09-15
Apple held its 2025 Fall Product Launch on September 10, themed “Awe Dropping,” unveiling the iPhone 17 series, Apple Watch 10, and AirPods Pro 3. This article covers key updates across the lineup, including the iPhone 17 series’ A19 chip and camera upgrades, continued enhancements to health tracking on Apple Watch, and new features such as real-time translation on AirPods. While hardware improvements were significant, the absence of major updates on the software or services front led to a muted market response.
# Stocks
Over the past two weeks, international crude prices were swayed by OPEC+’s modest output hike, geopolitical conflicts, and monthly reports from key agencies. While the three agencies diverged in their supply and demand forecasts, all highlighted that supply pressures remain a major concern. Spot market data shows gasoline demand holding firm, but industrial momentum weakening. In the short run, prices remain hostage to geopolitical risks, with no clear directional trend.
2025-09-01
Recent international crude price movements have been heavily influenced by the Russia-Ukraine conflict, Middle East tensions, and U.S. political risks, adding to short-term volatility. From a supply-demand perspective, U.S. crude and gasoline inventories continue to decline, while refinery utilization remains elevated, suggesting resilient demand even toward the end of the driving season. Key factors to watch ahead include Federal Reserve policy decisions and OPEC+ production strategy.
2025-08-18
Sanction risks have eased, and crude prices came under pressure over the past two weeks. Driving-season demand remained steady and rig counts stopped falling, underscoring solid fundamentals. However, the divergence between IEA and OPEC demand forecasts has widened further, leaving the market without a clear direction.
