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A New Era of Energy Security: Re-evaluating China's "Three Oil Giants"?

A New Era of Energy Security: Re-evaluating China's "Three Oil Giants"?

``` Against the backdrop of global geopolitics elevating the importance of energy security, Morgan Stanley believes the strategic value of China’s three major oil companies (“the three barrels of oil”) is becoming increasingly prominent. According to Chasing Wind Trading Desk, Morgan Stanley analysts including Jack Lu released their latest report,

The United States withdraws a ground force? Trump: The possibility of Kurdish armed forces participating in combat has been ruled out.

The United States withdraws a ground force? Trump: The possibility of Kurdish armed forces participating in combat has been ruled out.

``` Trump explicitly excludes the "Iranian Kurdish anti-government forces" from participating in the war, and raises the threshold for the US to deploy ground troops. According to Xinhua News Agency, on March 7th aboard Air Force One, Trump stated that he does not want the conflict to become even

Iran makes final decision on new Supreme Leader candidate

Iran makes final decision on new Supreme Leader candidate

According to a report by Xinhua News Agency citing Iranian media on the 8th, Iran's Assembly of Experts has made a final decision on the new Supreme Leader candidate. The report has not yet disclosed specific information about Iran's new Supreme Leader. Earlier, Xinhua News Agency

After the Chinese "Iron Lady", another cargo ship passes through Hormuz! At least 10 merchant ships follow suit, disguising as "Chinese-flagged"

After the Chinese "Iron Lady", another cargo ship passes through Hormuz! At least 10 merchant ships follow suit, disguising as "Chinese-flagged"

When the traffic through the Strait of Hormuz dropped to single digits, the Chinese cargo ship "Iron Maiden" broadcast “China Owner” and successfully passed through the strait. According to Liberation Daily, on March 5, Beijing time, a bulk carrier named "Iron Maiden" (signal: “China Owner”) smoothly

Next week's major schedule: China and US CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATL.

Next week's major schedule: China and US CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATL.

03/09 - 03/15 Major Financial Events This Week, All Times Are Beijing Time: In the coming week, the market will closely watch how the Middle East conflict will spread and the extent of its impact on energy supply, while also digesting upcoming Chinese and US inflation data. The

If the U.S. really wants to lower oil prices, it "almost has only one way": the Strait of Hormuz.

If the U.S. really wants to lower oil prices, it "almost has only one way": the Strait of Hormuz.

As the U.S. nears the end of its policy toolbox amid a surge in oil prices triggered by military action in Iran, experts warn: If the Strait of Hormuz cannot be quickly reopened, all other measures from Washington will be of little effect. This week, the Trump administration announced

Middle East crude oil "production halt wave": UAE and Kuwait announce production cuts

Middle East crude oil "production halt wave": UAE and Kuwait announce production cuts

The near-blockade of the Strait of Hormuz is triggering a chain reaction of production cuts among Middle Eastern oil-producing countries, putting severe pressure on global energy supplies. Abu Dhabi National Oil Company (Adnoc) and Kuwait Petroleum Company have successively announced production cuts. The former stated that it is "adjusting