能源情报集团记者Amena Bakr：自3月3日以来，约11艘原定前往欧洲的液化天然气油轮已转向亚洲。

Strong AI and high-performance computing demand has left TSMC’s 2nm nodes, including the A16 process, severely oversubscribed. Even top client NVIDIA faces shortages, prompting design changes for the next-generation Feynman platform. With Meta also vying for capacity, customer queues now extend beyond 2028, and TSMC plans four consecutive years of advanced process price increases, Taiwan Economic Daily News reported.

China’s commodity futures mostly closed higher, led by strong gains in the energy and chemicals sector, where multiple contracts hit limit-up. Propylene surged over 12%, while BR rubber, LPG, coking coal, plastics and polypropylene rose to limit-up. Methanol gained over 8%, crude oil climbed more than 7%, and coke rose करीब 7%, with PVC, polyester staple fiber up over 6% and bitumen, caustic soda and soda ash rising more than 4%. On the downside, palladium dropped over 12%, while Shanghai silver and platinum fell more than 11%, Shanghai gold and polysilicon lost over 8%, and apple and tin declined more than 4%.