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07.04.26 - 21:31
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Petrochemical Supply Shock Begins Idling Asian Factories (ZeroHedge)
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Petrochemical Supply Shock Begins Idling Asian Factories
For weeks, we mapped out for readers how the Gulf energy shock dominoes would fall, spreading outward from the Middle East and striking Asia first through tightened energy-product flows that risk destabilizing the global economy. That transmission of tightening energy flows is now becoming alarmingly visible on factory floors across Asia.
Goldman analysts, led by Georgina Fraser, warned clients on Monday that the petrochemical shock is worsening across Asia, with textile and packaging plants emerging as the first major downstream casualties.
"The supply shock is transmitting faster and at a greater magnitude than we had anticipated," Fraser emphasized in the note.
She said the supply shock is moving beyond higher energy prices into production cuts, margin compression, and early demand destruction, adding that "signals are materializing fastest, with textiles and packaging among the first downstream sectors affected.&quo...
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07.04.26 - 07:51
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MORNING BRIEFING - USA/Asien (Dow Jones)
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Der Markt-Überblick am Morgen, zusammengestellt von Dow Jones Newswires: = +++++ FEIERTAGSHINWEIS +++++ DIENSTAG: In Hongkong findet wegen eines gesetzlichen Feiertags im Anschluss an Ostermontag kein Börsenhandel statt....
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07.04.26 - 06:24
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Southeast Asia′s energy squeeze (IntelliNews)
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The war in Iran has delivered a systemic shock to global energy markets, but few regions have felt the strain as acutely, or quite as quickly, as Southeast Asia....
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07.04.26 - 06:01
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How Iran War Could Reshape US Alliances in Asia (Bloomberg)
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Analysts say the war in Iran is presenting China with an opportunity to cast itself as a more stable and reliable partner than the US for Asian countries. Enze Han, associate professor at the University of Hong Kong's Department of Politics and Public Administration, and political scientist and columnist Richard Heydarian weigh in on Bloomberg's "The China Show." (Source: Bloomberg)...
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07.04.26 - 05:42
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Asian Markets Mixed Amid Cautious Trades (AFX)
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CANBERA (dpa-AFX) - Asian stock markets are trading mixed on Tuesday, following the broadly positive cues from Wall Street overnight, as traders remained cautious and seemed reluctant to make more......
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