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OPEC Monthly Report: Global oil production by alliance member countries dropped sharply in January, demand forecasts for this year and next remain unchanged.

OPEC Monthly Report: Global oil production by alliance member countries dropped sharply in January, demand forecasts for this year and next remain unchanged.

``` Impacted by supply disruptions in Kazakhstan, Venezuela, and Iran, OPEC+ experienced a significant drop in oil production in January, but this did not alter the organization’s long-term outlook for global oil market fundamentals. This supply reduction occurred as key oil-producing countries sought to freeze production to counteract seasonally weak

"‘European OpenAI’ expands into Northern Europe: Mistral plans to invest 1.2 billion euros to build AI infrastructure in Sweden."

"‘European OpenAI’ expands into Northern Europe: Mistral plans to invest 1.2 billion euros to build AI infrastructure in Sweden."

``` French artificial intelligence startup Mistral, considered the "European version of OpenAI," is accelerating the construction of Europe's native AI computing capabilities through a major cross-border investment. This move not only marks the expansion of the unicorn company's strategic focus, but also highlights Europe'

Oil prices rose over 2% intraday; report: Trump privately considers withdrawing from the USMCA.

Oil prices rose over 2% intraday; report: Trump privately considers withdrawing from the USMCA.

According to media reports, US President Trump is said to be privately consulting advisors to assess the possibility of withdrawing from the US-Mexico-Canada Agreement. This development injects significant uncertainty into renegotiations that are at a critical stage between the US, Canada, and Mexico, casting a shadow over the future of

Morgan Stanley aggressively raises Micron’s target price to $450: As long as AI demand remains strong, China’s capacity impact and overheated capital expenditure are not problems at all!

Morgan Stanley aggressively raises Micron’s target price to $450: As long as AI demand remains strong, China’s capacity impact and overheated capital expenditure are not problems at all!

``` Morgan Stanley believes that the market has greatly underestimated the current shortage of memory chips. Driven by the AI super cycle, the traditional cyclical valuation framework is no longer applicable, and Micron is at the sweet spot where both profitability and valuation multiples are expanding. According to Chase Wind Trading

Congo's copper exports increased by 10% last year, while cobalt exports fell by nearly 80%.

Congo's copper exports increased by 10% last year, while cobalt exports fell by nearly 80%.

``` The Democratic Republic of Congo’s copper exports in 2025 will rise nearly 10% year-on-year to 3.4 million tons, further consolidating its position as the world’s second largest copper producer, just behind Chile. This growth is mainly driven by expansion at mines led by foreign companies, providing a

Wall Street survey: The Federal Reserve will start cutting rates in June, Walsh's policy may be relatively loose

Wall Street survey: The Federal Reserve will start cutting rates in June, Walsh's policy may be relatively loose

The Federal Reserve will keep its benchmark interest rate unchanged until the end of current Chairman Powell's term, but will cut rates immediately after his successor takes office. According to a Reuters survey, economists expect the Fed to hold steady until May and cut rates after Powell steps

When depreciation expectations meet a "strong dollar" commitment, who will become the scapegoat—Bassent or Walsh?

When depreciation expectations meet a "strong dollar" commitment, who will become the scapegoat—Bassent or Walsh?

``` The desire of U.S. President Donald Trump for interest rate cuts is clear—he wants to lower rates rapidly and substantially, and the current trend of currency depreciation seems to suit him. However, this intention stands in sharp policy tension with Treasury Secretary Bessent and Federal Reserve chair nominee