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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.
# 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.
2025/11/3
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.
# Stocks
# 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.
2025/8/18
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.
2025/7/14
Over the past two weeks, oil prices edged higher, supported by tightening supply-demand conditions in the spot market. The continued decline in U.S. rig counts has partially offset the supply pressure from OPEC’s expanded production. Going forward, attention should be paid to tariff policy developments and U.S. refined product demand data.
2025/6/30
Over the past two weeks, market trading has centered around the Israel-Iran conflict. Initially, oil prices surged after Iran passed a bill to close the Strait of Hormuz. However, following the announcement of a ceasefire agreement between the two nations, the geopolitical risk premium quickly dissipated, leading to a sharp 15% drop in oil prices.
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# Fundamental Analysis
# Technical Analysis
# Chip Analysis
