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OVERSUPPLY IN CHINA
Premier says China's tech advancements an 'opportunity' for world, not threatChina's Premier Li Qiang has countered global concerns about the nation's technological surge, framing it as a worldwide opportunity, not a...
Aluminum’s war shock blunted by dark transits and Chinese supplyThe Iran war triggered one of the biggest shocks to the global aluminum market, raising fears of widespread smelter shutdowns and prices su...
Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
Ten reasons oil is still below $100 a barrelGlobal oil prices remain surprisingly low despite the ongoing war in Iran. China's drastic cut in oil imports is a major factor. Demand des...
War & AImpact: China's export-price jump fastest in 3 yearsChina's export prices surged 5% in April, the fastest in three years, driven by global energy costs and AI demand for commodities like oil,...
Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
A warning to critical minerals buyers: Avoid butter mountains, aluminium floodsWestern nations are investing heavily in critical minerals to reduce dependence on China. However, experts warn this could lead to a surplu...
Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
What if the Strait of Hormuz didn’t reopen?The Strait of Hormuz, a vital oil route, faces potential prolonged closure. This situation mirrors past disruptions, raising concerns about...
Price shocks from the Iran war power solar sales in energy-hungry AsiaIran war news: Soaring fuel prices due to the Iran war are pushing consumers in Asia towards rooftop solar power. In the Philippines, insta...
China’s property prices crash to 2005 levels: Could India face a similar housing slump?China's property market faces a prolonged downturn, with prices hitting near two-decade lows, sparking fears of a similar correction in Ind...
Cheap batteries are taking over the world’s power gridsThis boom, led by China's manufacturing prowess, is making batteries a crucial tool for grid resilience and a cost-effective alternative to...
Semaglutide API price plunges amid GLP-1 rushGlobal demand for weight-loss drugs Ozempic and Wegovy has caused semaglutide prices to drop significantly. Manufacturing has expanded rapi...
Is a college education still worth it in India?India must confront the impact of AI on jobs due to its large youth population, reliance on software services, and an oversupply of graduat...
Global coal mine additions fall to decade low in 2024, yet oversupply risk looms from ChinaGlobal Energy Monitor reports a 10-year low in new coal mining capacity for 2024, decreasing by 46% from 2023. While construction slowed in...
Feeling US heat, Chinese companies offer to discount India bill for electronics partsThe US-China tariff war has significantly slowed fresh orders to Chinese manufacturers as global supply chains are reset following reciproc...
China's solar goes from supremacy to oversupplyBeijing invested over $50 billion in new solar supply capacity from 2011 to 2022, according to the International Energy Agency.
China's state planner warns intensified EV price war on oversupplyChina's NDRC expects increased competition in electric cars and plug-in hybrids due to oversupply. Market to see 110+ new energy vehicle mo...
Just quality won't do, steel companies must cut rates: ExpertsExperts believe that despite the March quarter traditionally being the strongest for steelmakers both in terms of demand and margins, they ...
China's bad loans rise: Banking Regulatory CommissionThe increase in bad loans came as China moved to reduce the capacity of oversupplied industries and close "zombie companies".