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GLOBAL SUPPLY DEMAND
Parliament Watch: FM on rupee, `16.1 lakh cr fuel taxes, India-US trade talks and moreRupee depreciation is influenced by rising crude oil prices and reduced capital account support. India monitors US trade policy changes and...
$120 crude oil scare is back & India has plenty at stakeGoldman Sachs has warned Brent crude could rise above $120 a barrel if disruptions in the Strait of Hormuz persist. For India, which import...
Major respite for India on fertiliser front as urea prices finally fallGlobal urea prices declined last month, easing pressure on India's fertiliser subsidy bill. However, prices remain significantly higher tha...
RIL sees better global refining margins despite oilfield attacksReliance Industries anticipates stronger global refining margins in upcoming quarters. Structural capacity losses in Russia and the Middle ...
AI memory shortage threatens to trigger geopolitical strain, warns SK Group chiefSK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical i...
Relieved that crude has finally fallen? The real warning signs just began flashing elsewhereAs the Iran crisis enters its fifth month, traders have become increasingly convinced that Trump will do almost anything to avoid a politic...
Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
India textile exports face execution test despite China+1 tailwindsIndia's textile sector is well placed to benefit from China+1 sourcing and new trade agreements, but long-term export gains will hinge on i...
The New Oil? Why the world is chasing copperCopper has emerged as a strategic commodity powering the global shift towards clean energy, electric vehicles and digital infrastructure. W...
TSMC projects mass production of advanced A14 chips by 2028Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin...
JERA begins study on US listing as it steps up overseas expansion, sources sayJapan's largest power generator, JERA, is studying a potential U.S. stock market listing. This move aims to broaden funding options and acc...
A 'Trump put' for oil? Indian refiners aren't worried about an immediate supply crunchIndian refiners expect stable oil supplies despite renewed West Asia conflict. They believe US President Trump will open alternative routes...
AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre elec...
China's oil fortress will reshape the global orderChina shielded itself from the Iran war's energy shock by cutting crude imports and restricting fuel exports. This move demonstrated its ca...
Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
Supply chain reset puts emerging markets at the heart of critical minerals value chain: ReportCritical minerals demand is growing strongly, creating opportunities for emerging markets. Resource-rich nations can move beyond mining int...
Global Market: SK Hynix jumps 13% as easing US inflation, AI memory optimism lift chip stocksSouth Korean semiconductor shares experienced a significant surge on Wednesday. This rally was fueled by softer U.S. inflation data and ren...
India refiners reap fuel export windfall as war drives shortagesIndia's oil-product shipments are projected to reach their highest level since September. Refiners are capitalizing on strong profit margin...
SK Hynix CEO sees worst-ever memory supply shortage in 2027, says demand to outstrip supply beyond 2030"We forecast that next year will be the worst year in the industry's history from the supply perspective," Kwak Noh-jung told Reuters in an...
Global Market: IEA sees global oil demand recovering as Strait of Hormuz flows resumeGlobal oil demand is showing signs of recovery as shipments through the Strait of Hormuz resume and crude prices ease, the International En...