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2025/12/15
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.
# Financial Products
# Investment Analysis
# fiisual lab
2025/12/10
Value investing focuses on buying quality stocks at low prices and waiting for the market to recognize their true worth, generating solid returns. The key is not just finding what’s cheap—but what’s valuable. This article outlines common causes of value traps, including operating in declining industries, intensifying competition, poor corporate management, and financial red flags. It also briefly explains how investors can avoid falling into these traps by staying cautious and not being misled by low prices alone.
# Beginners Guide
# Financial Lessons
# Stocks
# Fundamental Analysis
2025/12/3
According to regulations, publicly listed companies are required to regularly disclose financial reports. This obligation is not only a matter of information transparency — it also serves as a “health checkup report” that companies present to the market. This article provides a brief overview of the three core financial statements — the Income Statement, Balance Sheet, and Cash Flow Statement — outlining their roles and functions. It also highlights how investors can utilize the distinct characteristics of each report to better understand a company’s fundamentals, laying the groundwork for preliminary fundamental analysis.
2025/12/1
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.
2025/11/3
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.
2025/9/23
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.
# USA
# Taiwan
# China
# Manufacturing Industry
2025/9/15
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.
2025/9/1
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.
# Investment
# Technical Analysis
# Chip Analysis
