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SUPPLY AND DEMAND
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
China's factory inflation hits 3-year high as energy costs surgeChina's producer inflation rose to a near three-year high of 3.9% in May, driven by higher energy costs and AI-related demand, while consum...
Importers fret over China's new critical mineral frameworkNew Chinese regulations on mineral resources are causing worry for Indian businesses. Beijing is linking vital mineral supplies to its nati...
A $6 billion share sale wave in India signals deals perking upIndia's equity markets are poised for a busy period with over $6.3 billion in offerings expected in two months. This surge follows a subdue...
Allcargo Logistics expands tech-enabled distribution reachDriven by urbanization and digital commerce, the company is leveraging technology and an expanded nationwide network to improve inventory f...
India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
Oil Price Today (June 9): Crude oil falls 1% as Israel and Iran pause strikes. Where is liquid gold headed?Oil prices eased in early Tuesday trading after Iran and Israel indicated a pause in hostilities, reducing immediate concerns over supply d...
Oil market calm masks a host of unknownsGlobal oil markets are experiencing an unusual calm despite a major supply shock. The Strait of Hormuz remains largely shut, impacting sign...
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
India’s consumer demand remains resilient despite Iran war, inflation pressures; FMCG firms stay cautiously optimisticDespite geopolitical turmoil and inflation, domestic consumption of essentials and personal care products remains resilient. Company execut...
'Making in Russia for India' eyes fertilisers, critical mineral mining JVsIndia's envoy to Moscow, Vinay Kumar, has proposed a 'Making in Russia for India' model. This initiative aims to boost industrial ties acro...
'Cash flow is not optional': CA shares real estate lessons that can change how you think about moneyFinancial educator Nitin Kaushik emphasizes that real estate investing's core lessons lie in cash flow, discipline, and risk management, no...
India to account for half of global oil demand growth over next decade: Rosneft CEORosneft CEO Igor Sechin stated India will drive nearly half of global oil demand growth over the next decade, projecting consumption to rea...
Why oil’s not at $200 after the biggest supply shock in historyGlobal oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively blocked. Record US ...
Inside Switzerland’s massive underground flow battery that could power 210,000 homes for a day without lithium-ion cellsSwitzerland is building a massive underground energy storage facility, set to be one of the world's largest, by 2029. Utilizing advanced va...
Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
Weak monsoon may impact rural demand, private consumption: RBI governor Sanjay MalhotraReserve Bank of India Governor Sanjay Malhotra anticipates a potential impact on rural demand and private consumption due to a projected mo...
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
ADNOC trading chief Philippe Khoury flags August as tipping point for oil prices if Iran war supply crisis persistsOil prices may surge significantly in August claimed ADNOC's chief. This could happen if demand increases and the Iran war supply issues co...
EV demand charges ahead but supply runs lowIndia's electric car and two-wheeler demand has nearly doubled. High fuel prices are driving consumers to switch. This surge has created a ...