demand
Behind the surge in gold, silver, platinum, and palladium prices: Is the global "currency devaluation trade" making a comeback?
Earlier this year, when the idea of a "currency devaluation trade" first emerged in the market, Robin J. Br...
2025 Copper Market Year-End Review: Supply Imbalance and Structural Demand Reshape Pricing Logic
① This year, international copper prices have generally exhibited a trend of "high-level fluctuations with an upwa...
AI is driving a surge in global semiconductor demand: DRAM sales soared 90% in October!
① Global semiconductor industry in October Sales surged 33% year-on-year to a total of $71.3 billion, with DRAM sales s...
Major bottlenecks emerging? Morgan Stanley: AI is not only a "power-consuming monster" but also a "water-consuming giant"!
① A looming problem that may pose a significant threat to the AI industry: the water crisis; ② Morgan Stanley It was ...
Nvidia reports phenomenal earnings, but two major warning signs lurk beneath! The only analyst with a "sell" rating warns: demand is questionable.
After the US stock market closed on November 19, chip giant Nvidia... Once again, they shocked Wall Street with a "...
Things are getting better! SQM, the world's second-largest lithium miner, reports its highest profit in nearly two years.
① Driven by rising lithium prices and record lithium sales, SQM reported its highest profit in nearly two years in its ...
Reliving the subprime crisis? The CDS market is booming, and this time the protagonist is AI.
As tech giants race to borrow hundreds of billions of dollars to fuel AI investments, lenders and investors are increas...
Was the sharp drop in US shipping container throughput in September due to tariffs or slowing demand?
At the end of October, data on US container throughput were released one after another, showing that US container impor...
As demand for electric vehicles cools in the US, Uber announces a $4,000 subsidy for drivers to upgrade to electric cars.
Uber is accelerating its electric vehicle transformation plan. To achieve its promise of 100% electric vehicle trips by...