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UBS’s latest research warns that if the blockade of the Strait of Hormuz continues, global crude oil and refined oil inventories will fall to historical lows by the end of April, and Brent crude oil prices may rise above $150 per barrel, with further upside risk. The Iran conflict

``` Global power transformers are entering a long cycle where “supply cannot keep up with demand.” Citi articulates the central issue of the industry bluntly: it’s not about short-term surges in demand, but rather the fact that capacity expansion, delivery, and labor capabilities all lag behind grid upgrades, power generation

``` The turmoil in the energy market caused by the Middle East war is impacting the refined oil market far more than crude oil itself. According to the latest report from Goldman Sachs, since the outbreak of the conflict, the price increases of refined oil products such as diesel and jet

``` Alibaba is making a major organizational restructuring, signaling to the outside world its determination to fully bet on the AI Agent era. According to a Wallstreetcn article, on March 16th, Alibaba officially announced the establishment of the Alibaba Token Hub (ATH) business group, personally led by CEO Wu Yongming. The

``` Tesla and Korean battery giant LG Energy have officially confirmed that they will jointly establish a $4.3 billion lithium iron phosphate battery factory in Lansing, Michigan, to support the rapid expansion of Tesla’s energy storage system business. The U.S. Department of the Interior formally confirmed the deal

``` From the escalation of the Middle East situation to soaring oil prices, the global interest rate market has experienced a rapid round of "hawkish repricing" in the past two weeks. However, according to Chasing Wind Trading Desk, the latest strategy reports from JPMorgan, UBS, and Goldman Sachs all

``` The Reserve Bank of Australia raised interest rates by 25 basis points to 4.1%, in line with market expectations. Previously, economists from Westpac, National Australia Bank, Citibank, and Deutsche Bank adjusted their forecasts for the Reserve Bank of Australia, predicting that it would raise rates next week. Currently, the