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2026-03-23

Global LNG exports fell to a six-month low, with 10-day average shipments down about 20% to 1.1 million tons, the lowest since September, according to Kpler data. The decline is driven mainly by disruptions in Qatar and the United Arab Emirates, as f

Global LNG exports fell to a six-month low, with 10-day average shipments down about 20% to 1.1 million tons, the lowest since September, according to Kpler data. The decline is driven mainly by disruptions in Qatar and the United Arab Emirates, as flows through the Strait of Hormuz are constrained. Damage to Ras Laffan Industrial City and halted output have offset supply gains from the US and Canada.
2026-03-23

Technology / AI / Semiconductors - Tencent has launched ClawBot, connecting its WeChat platform with the OpenClaw AI agent. - Tesla and SpaceX have unveiled “Terafab,” a joint $25 billion chip fabrication facility in Austin, Texas, that Elon Musk cla

Technology / AI / Semiconductors - Tencent has launched ClawBot, connecting its WeChat platform with the OpenClaw AI agent. - Tesla and SpaceX have unveiled “Terafab,” a joint $25 billion chip fabrication facility in Austin, Texas, that Elon Musk claims will produce 1 terawatt of computing power annually. - Huawei Unveils 950PR AI Chip, delivering performance 2.87x that of the H20 - Huawei has launched the Atlas 350 accelerator, targeting AI inference rather than model training. - OpenAI plans to almost double its headcount by the end of 2026 as it seeks to fend off competition companies such as Anthropic PBC and Alphabet Inc.’s Google Macro/Central Banks/Policy - PBOC Governor: Current account surplus accumulated by China is allocated to different regions and industries worldwide through foreign investment by Chinese enterprises and the banks - China: This year, 250 billion yuan of ultra-long-term special treasury bonds will be arranged to support the exchange of consumer goods Geopolitics / Energy / Iran - Iran says Hormuz open to all but 'enemy-linked' ships amid US threat - Iran collected about $2 million in transit fees from some vessels passing through the Strait of Hormuz, an Iranian lawmaker has said. - Iran’s military says Strait of Hormuz will be ‘completely closed’ if US bombs power plants - U.S. eases Iranian oil sanctions in scramble to contain energy prices, handing Tehran a boost - Trump: U.S. could end Iran military operations ‘right now’ but will continue so Iran can ‘never rebuild’ - Bessent: Let’s just pick 50 days of temporary elevated prices. Prices will come off on the other side for 50 years of not having an Iranian regime with a nuclear weapon. Politics / Polls - Trump approval rating hits new low; disapprove at 63 percent; approve at 34 percent; latest ARG poll shows weakest approval levels recorded so far Diplomacy/US–China - China Vice-Premier He Lifeng met with a delegation from the US-China Business Council on Sunday in Beijing M&A/Corporate Actions - Zijin Mining Moves to Take Control of Chifeng Jilong Gold in RMB18.3 Billion Deal
2026-03-23

1. The National Computer Network Emergency Response Technical Team/Coordination Center of China (CNCERT/CC) and other organizations released a practical guide for the secure use of OpenClaw. 2. Bessant stated that "50 days of price increases could b

1. The National Computer Network Emergency Response Technical Team/Coordination Center of China (CNCERT/CC) and other organizations released a practical guide for the secure use of OpenClaw. 2. Bessant stated that "50 days of price increases could buy 50 years of Iranian denuclearization." 3. The Xi'an University of Technology team achieved a breakthrough in the manufacturing of heterogeneous fiber electronic devices. 4. Unitree Technology's IPO application on the Science and Technology Innovation Board was accepted by the Shanghai Stock Exchange. 5. The social security fund's portfolio adjustment path in the fourth quarter of last year is becoming clearer, with 22 new holdings. 6. Tesla: Building the TERAFAB chip factory is to bridge the gap between current chip production capacity and future demand. 7. Public funds stated that the redemption of "fixed income+" funds has a limited impact on A-shares; the Southern CSI 500 ETF and others have seen net inflows again in the past week. 8. Invesco Nasdaq Technology ETF: Significant premium in the secondary market; trading suspended from the opening of the market on March 23 until 10:30. 9. Harvest Crude Oil LOF: Trading suspended from the opening of the market on March 23 until 10:30 due to premium risk. 10. Harvest Fund issues warning of premium risk in secondary market trading of the S&P Oil & Gas ETF. 11. Guotou Silver LOF: Trading suspended from market opening on March 23 until 10:30 AM that day. 12. "ETF Tianhong" launched: Pursuing superior assets and facilitating independent asset selection.
2026-03-23

Samsung Heavy Industries has secured a 770.1 billion won contract to build two liquefied natural gas (LNG) carriers for a customer in Oceania.

Samsung Heavy Industries has secured a 770.1 billion won contract to build two liquefied natural gas (LNG) carriers for a customer in Oceania.
2026-03-23

SAMSUNG HEAVY TO BUILD TWO LNG CARRIERS FOR CLIENT IN OCEANIA

SAMSUNG HEAVY TO BUILD TWO LNG CARRIERS FOR CLIENT IN OCEANIA
2026-03-23

SAMSUNG HEAVY INDUSTRIES SECURES KRW770.10B CONTRACT

SAMSUNG HEAVY INDUSTRIES SECURES KRW770.10B CONTRACT
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