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When oil prices exceed $150: Coal may be at a strategic reassessment window amid global “dual-track energy divergence”

When oil prices exceed $150: Coal may be at a strategic reassessment window amid global “dual-track energy divergence”

The global energy market is undergoing an unprecedented “dual-track split”: Brent/WTI crude oil futures, affected by strategic reserve releases and speculative position adjustments, are hovering around the $100/barrel mark, while Dubai/Oman crude oil prices, which directly reflect Middle Eastern spot supply and demand, have soared above $155/

The Federal Reserve is expected to stand pat tonight as a stagflation warning sounds—how will Powell perform his "balancing act"?

The Federal Reserve is expected to stand pat tonight as a stagflation warning sounds—how will Powell perform his "balancing act"?

At 2:00 a.m. Beijing time on the 19th, the Federal Reserve will announce its rate decision. It is highly likely to choose "to stand pat" in March, remaining on the sidelines between the inflation risk lifted by the Iran war and weakening employment data. The policy

"The 'de facto top leader' was assassinated; Iran: will launch the 'toughest' strike against the US and Israel."

"The 'de facto top leader' was assassinated; Iran: will launch the 'toughest' strike against the US and Israel."

``` After the assassination of Ali Larijani, Secretary of Iran's Supreme National Security Council, Tehran has further escalated its retaliatory actions. The Islamic Revolutionary Guard Corps of Iran declared it would launch the "toughest" strikes ever against the US and Israel, with the intensity of the Middle

Samsung HBM roadmap: HBM4 to dominate shipments this year, HBM5 substrates upgraded to 2 nanometers

Samsung HBM roadmap: HBM4 to dominate shipments this year, HBM5 substrates upgraded to 2 nanometers

``` Samsung Electronics is accelerating its next-generation high-bandwidth memory deployment. While HBM4 officially enters mass production this year, Samsung is already looking ahead to the next generation product—planning to upgrade the base die process for HBM5 from 4nm to 2nm and use 1d DRAM as the core stacked memory for

Countering the Middle East supply disruption crisis, U.S. crude oil inventories increased by 6.56 million barrels, far exceeding expectations.

Countering the Middle East supply disruption crisis, U.S. crude oil inventories increased by 6.56 million barrels, far exceeding expectations.

Despite attacks on the UAE's energy infrastructure and continued escalation of geopolitical risk premiums, oil prices fell on Wednesday. The key factor offsetting geopolitical pressure was a much larger-than-expected increase in U.S. crude oil inventories. On March 18, Reuters cited data from the American Petroleum Institute (API)

Mobilizing masses into the game, JD aims to "refine" embodied data

Mobilizing masses into the game, JD aims to "refine" embodied data

March 16, JD.com’s announcement about building the world’s largest and most comprehensive embodied intelligence data collection center—the spotlight stolen by lobsters, hammered a heavy note into the robot track that had been dormant for some time. In a certain sense, this is a data mass production

Samsung plans to extend memory chip contracts to 3-5 years to address global supply shortages.

Samsung plans to extend memory chip contracts to 3-5 years to address global supply shortages.

``` Samsung Electronics is considering significantly extending the contract period for supplying memory chips to 3 to 5 years, aiming to stabilize supply and alleviate market concerns over chip shortages. This marks a major change in industry contract models and will have a profound impact on the upstream and downstream supply