CITIGROUP projects tin at $60,000/ton in its base case 6-12 months out; bull-case forecast $70,000/ton.

Rumors that some consumer NVIDIA GPUs may be discontinued are disrupting Huaqiangbei’s computer-parts market and driving daily price volatility. Dealers say the biggest moves from September into October are concentrated in graphics cards, with rapid channel-price jumps. High-end RTX 50-series: RTX 5090 had an official launch MSRP of ~15,000–16,000 yuan and channel quotes have surged from roughly 30,000 yuan a short time ago to about 50,000–60,000 yuan now. RTX 5080 launched near 8,000 yuan; channel quotes have risen to ~17,000 yuan from ~12,000 yuan two weeks ago (a ~4,000–5,000 yuan increase).

伊拉克总理：伊拉克计划到2032年逐步将石油产量提高至每日1000万桶。