未分类

Sam Hosack, Managing Director at Prospect Resources Ltd, considers how global demand for electrification, AI, infrastructure and defence is accelerating, while copper supply is struggling to keep pace, resulting in rising competition to meet future production needs. The last time the copper market was considered to be in a structural deficit was in 2009. More […]

澳大利亚伊克西斯液化天然气设施持续数周的罢工行动在工会与日本能源公司Inpex就薪酬和福利达成协议后结束。周三早些时候，超过430名来自海上联盟、澳大利亚工人联盟（AWU）和电气工会（ETU）的工会成员签署了与伊克西斯液化天然气运营商Inpex达成的协议。,

Qatar has started to return LNG tankers back to the Middle East in anticipation of an imminent reopening of the Strait of Hormuz that would allow the world’s second-biggest LNG exporter to start producing and moving LNG supply again. At least four Qatar-owned tankers have headed in recent days to Ras Laffan, Qatar’s LNG complex

Gasoline car demand in China is slumping on higher fuel prices resulting from the crisis in the Middle East, with gas guzzlers such as Range Rover, fetching discounts of up to 60%, Bloomberg reported, citing Chinese media. The report also cited data from the Chinese Passenger Car Association showing discounts on gasoline cars had almost

China’s state-owned oil and gas major and top refiner Sinopec is ramping up exploration in the shale formations of the Sichuan basin with a view to increasing the country’s shale gas production by a third over the next ten years. Currently, China’s shale gas total is below government targets, Reuters noted in a report on

Two tankers that were heading to Africa have changed course and are now moving to the Middle East, Bloomberg reported today, citing ship-tracking data. One of the tankers, a Suezmax, which was originally sailing for Gabon, is now signaling its destination as Fujairah, the UAE port just outside the Strait of Hormuz, Bloomberg said. The

If you’ve been investing in the AI boom, you probably own most of the same names everyone else does. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that

Last year, South Korea’s Qcells set the world record for large-area silicon solar cell efficiency, a development that promised to dramatically shrink the size of solar projects and slash costs. Qcells, a subsidiary of South Korea’s giant conglomerate Hanwha Corp, set the world record after achieving 28.6% efficiency by combining a top light-absorbing layer of

The issue of energy dependence and its consequences has, in recent months, become a major topic of discussion. The Hormuz crisis has brought energy security to the political agenda with a vengeance amid fuel price caps, rationing, and warnings of severe shortages.  A lot of countries have been used as examples of either low dependence

The American Petroleum Institute (API) estimated that crude oil inventories in the United States fell by 8.33 million barrels in the week ending June 12. Analysts had expected a 4.5 million draw. In the week prior, US crude oil inventories fell by a rather large 9.119 million barrels. Although inventories have been falling rapidly for