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24.08.26 - 14:00
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China′s advanced chip supply to surge by 2035 despite equipment bottlenecks, Goldman says (SCMP)
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China is on track to dramatically slash its deficit in advanced chips over the next decade as domestic foundries rapidly scale up production, though the weak link of lithography threatens to keep full semiconductor independence out of reach, according to US investment bank Goldman Sachs.
The supply of wafers made using 7-nanometre and below advanced processes is projected to grow at a compound annual rate of 46 per cent between 2025 and 2035, far outpacing the 17 per cent growth expected in......
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23.08.26 - 12:00
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Wall Street helped build modern China. But is it now being cast aside? (SCMP)
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For decades, Wall Street titans – from former Goldman Sachs chief Henry Paulson to Blackstone co-founder Stephen Schwarzman and Bridgewater founder Ray Dalio – were hailed as “old friends of China”, feted by senior officials and granted rare access to the country's top leadership.
Today, while American financiers continue to visit China and maintain commercial links, those private meetings with the top leadership have largely diminished, even as Beijing gradually opens its capital markets.
The......
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22.08.26 - 16:21
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Diesel Crack Spread Madness Deepens As Jefferies Finds No Easy Exit From Russia′s Refining Crisis (ZeroHedge)
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Diesel Crack Spread Madness Deepens As Jefferies Finds No Easy Exit From Russia's Refining Crisis
Refined-product markets have emerged as the epicenter of the global energy crisis, with commodity desks across Wall Street, including Goldman, Citi, Bank of America and Jefferies, warning that disruptions in the Strait of Hormuz and Ukraine's ongoing long-range drone attacks on Russian energy infrastructure are converging into a perfect storm for global fuel supplies.
As we close out this week, Monday marked a historic milestone, with Bloomberg's front-month US diesel crack spread (HOCL1 Index) topping $100 per barrel for the first time as the diesel shortage intensified and the spread landed on everyone's radar.
Four days before the HOCL1 Index breached the $100 mark, we cited notable Wall Street commodity desks that warned about the "perfect storm" brewing in refining markets:
Diesel Crack Spread Explodes To Record As Wall Street Warns Of Refined-Products "Perfect Storm"
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21.08.26 - 22:54
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Goldman′s Struyven: Hedge Crude′s Swings with Diesel (Bloomberg)
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Daan Struyven, Goldman Sachs Co-Head of Global Commodities Research, discussed the market reaction to potential new US sanctions on Iran during a live financial news segment. He noted that oil prices experienced only a modest increase following the announcement, largely because the existing blockade on Iranian ports and oil exports is already restricting Iranian oil from reaching the market. He speaks with Romaine Bostick & Sally Bakewell on "The Close." (Source: Bloomberg)...
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