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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.
# Financial Products
# Investment Analysis
# fiisual lab
2025-11-10
Rare earths, refer to a group of elements that often occur together in nature, making their separation and refinement highly complex and costly. The term “rare” doesn't imply scarcity in the earth’s crust, but rather reflects the difficulty in extraction, purification, and the high production costs involved. This article provides an in-depth overview of what rare earths are, global supply and demand dynamics, and the overall structure of the rare earth industry chain. The rare earth sector holds a strategically critical position in the global economy. Currently, China dominates both in reserves and production capacity, giving it significant leverage in the global supply chain.
# USA
# China
# Southeast Asia
# Manufacturing Industry
# Editor's Pick
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.
# News
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.
# 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.
2025-10-16
Huwei’s Project Tiangong is a program aimed at incubating over 10,000 native atomic services along with multiple AI-related platforms and infrastructures, with the goal of building a comprehensive intelligent agent ecosystem. The article explores the development of the Harmony ecosystem, its integrated software-hardware systems, and its current applications.
# Stocks
2025-10-14
As AI technology advances, a competitive yet cooperative dynamic is gradually emerging among AI infrastructure providers and platform companies. This article highlights several recent major AI investment projects jointly undertaken by companies such as Oracle, OpenAI, and Nvidia. These collaborations have given rise to a new business model in the market, often referred to as the "The Perpetual AI Capital Machine." This cooperative approach reflects a form of vertical integration within the AI ecosystem, but it has also raised concerns among some analysts.
# Investment
2025-10-02
As the global demand for decarbonization and energy security rises, the strategic importance of nuclear power has become increasingly prominent. SMRs—characterized by quicker construction timelines, flexibility, and enhanced safety—are now regarded as one of the most promising energy solutions for the United States in the future. This article outlines the technical background of Small Modular Reactors (SMRs), their potential applications, and the current and foreseeable risks. It also provides an overview of the companies involved at each stage of the SMR value chain—from upstream mining and midstream design and development, to downstream services and nuclear waste management.
2025-09-23
Apple has long maintained its leadership position in the global consumer electronics industry, driven not only by product innovation but also by a highly efficient and deeply integrated global supply chain. This article analyzes Apple’s supply chain strategy, highlighting a gradual shift from a China-centric model to a more globally diversified layout. Throughout this transition, Taiwan continues to play an indispensable role in critical segments such as semiconductor foundry, optical components, PCB, IC packaging and testing, and final product assembly—consistently supporting Apple’s technological edge and market competitiveness.
# Taiwan
