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Without Qatar's LNG—Opportunity for Chinese chemicals, risk for Asian power

Without Qatar's LNG—Opportunity for Chinese chemicals, risk for Asian power

Qatar has shut down its Ras Laffan liquefied natural gas (LNG) plant, which has an annual capacity of 77 million tons, plunging the global natural gas market into a highly tense state. This event not only caused European natural gas prices (TTF) to surge by more than 50% within just

Middle Eastern conflict impacts major assets, oil prices soar; listen to Yang Xiyu from the China Institute of International Studies give a private briefing on the Middle East situation as an indicator.

Middle Eastern conflict impacts major assets, oil prices soar; listen to Yang Xiyu from the China Institute of International Studies give a private briefing on the Middle East situation as an indicator.

``` On February 28, 2026, tranquility in the Middle East was suddenly shattered. The United States and Israel jointly launched military operations codenamed "Epic Fury" and "Roaring Lion," carrying out the largest airstrike in history on Iranian military fortresses and nuclear facilities. Iran's Supreme Leader

When will the global market correction end? Will the "2020s market" repeat the stagflation scenario of the "1970s"?

When will the global market correction end? Will the "2020s market" repeat the stagflation scenario of the "1970s"?

``` The global market is undergoing an adjustment triggered by external shocks, and investors are facing two core issues: when will this round of correction bottom out, and whether the current macro environment is repeating the stagflation nightmare of the 1970s. On March 7, Bank of America Merrill Lynch's

Goldman "tears up report": If the Strait of Hormuz does not "recover as expected" in the next few days, the "significant upside risk" for oil prices will rapidly expand.

Goldman "tears up report": If the Strait of Hormuz does not "recover as expected" in the next few days, the "significant upside risk" for oil prices will rapidly expand.

On March 7, according to the news from Zhui Feng Trading Desk, Goldman Sachs' commodities research team released the latest oil report on March 6, quietly "overturning" its previous optimistic expectations—the bank's previous base scenario was built on the assumption that the Hormuz Strait&

Mengniu is still waiting for a market turnaround: Profitability slightly decreased, asset divestment continues

Mengniu is still waiting for a market turnaround: Profitability slightly decreased, asset divestment continues

The long cycle chill in the dairy industry has left a profound mark on Mengniu’s 2025 financials. On March 6, Mengniu disclosed its 2025 earnings forecast, with total revenue declining by 7% to 8% year-on-year, basically in line with the revised guidance given at the company's 2025

Investment bank report "causes trouble again," Bensent angrily criticizes JPMorgan Chase, which claims that US maritime insurance is "insufficient to cope with Iranian risks."

Investment bank report "causes trouble again," Bensent angrily criticizes JPMorgan Chase, which claims that US maritime insurance is "insufficient to cope with Iranian risks."

US Treasury Secretary Besent publicly lashed out at Wall Street investment bank analysts once again, this time targeting JPMorgan Chase. On March 6, according to Bloomberg, JPMorgan analysts evaluated in a report that the US International Development Finance Corporation (DFC), under the US government, was far from having enough insurance

Don't just focus on Iran; the U.S. private credit crisis is gradually repeating the "subprime mortgage crisis."

Don't just focus on Iran; the U.S. private credit crisis is gradually repeating the "subprime mortgage crisis."

While the market's attention is focused on geopolitical risks, a quietly spreading private credit crisis is rapidly fermenting within the US financial system. Redemption waves, asset sell-offs, fund gate closures—the script investors saw in 2008 is playing out again. This week, BlackRock, the world's largest