2026-09-16

日本Jera公司表示，正寻求扩大液化天然气的长期出口业务，以此拓展全球版图并消化过剩供应。该公司是全球最大的液化天然气买家之一。

日本Jera公司表示，正寻求扩大液化天然气的长期出口业务，以此拓展全球版图并消化过剩供应。该公司是全球最大的液化天然气买家之一。

2026-09-16

JERA, one of the world’s largest LNG buyers and part of Japan’s biggest power producer, is seeking to expand long-term LNG sales overseas to absorb surplus volumes and broaden its global business, Jera Global Energy Solutions CEO Irtiza Sayyed said the company is looking to identify markets where additional volumes can be sold. Many Asian buyers are shifting to non-Gulf suppliers after ongoing Middle East fighting disrupted ultra-cold fuel shipments through the Strait of Hormuz, which handled ab

JERA, one of the world’s largest LNG buyers and part of Japan’s biggest power producer, is seeking to expand long-term LNG sales overseas to absorb surplus volumes and broaden its global business, Jera Global Energy Solutions CEO Irtiza Sayyed said the company is looking to identify markets where additional volumes can be sold. Many Asian buyers are shifting to non-Gulf suppliers after ongoing Middle East fighting disrupted ultra-cold fuel shipments through the Strait of Hormuz, which handled about one-fifth of global flows, prompting contracts with exporters outside the Persian Gulf to reduce transit risk.

2026-09-16

China A-share battery sector ticked up intraday; Yema Battery hit the daily limit, Sunwoda rose over 10%, and Xiongtao, Lingpai Technology and Gotion High-Tech also gained.

China A-share battery sector ticked up intraday; Yema Battery hit the daily limit, Sunwoda rose over 10%, and Xiongtao, Lingpai Technology and Gotion High-Tech also gained.

2026-09-16

A股电池板块短线走高，野马电池涨停，欣旺达涨超10%，雄韬股份、领湃科技、国轩高科跟涨。

A股电池板块短线走高，野马电池涨停，欣旺达涨超10%，雄韬股份、领湃科技、国轩高科跟涨。

2026-09-16

Daiwa says BYD (01211.HK) management updated 2026 sales and gross‑margin outlook and reported progress on flash‑charging. Management guides overseas volumes of 1.8m in 2026 and 2.5m in 2027, and is confident of regaining market share in H2 as second‑gen blade battery supply ramps. Management also guides average overseas net profit per vehicle of about RMB20,000 and expects to hit that target in 2026. Daiwa rates BYD Buy.

Daiwa says BYD (01211.HK) management updated 2026 sales and gross‑margin outlook and reported progress on flash‑charging. Management guides overseas volumes of 1.8m in 2026 and 2.5m in 2027, and is confident of regaining market share in H2 as second‑gen blade battery supply ramps. Management also guides average overseas net profit per vehicle of about RMB20,000 and expects to hit that target in 2026. Daiwa rates BYD Buy.

2026-09-16

Copper held near recent levels as traders awaited the Fed decision later Wednesday, focusing on rising inventories and looser spreads. LME futures ticked up but remain well below last week's record high driven by bets U.S. tariffs would tighten supply. LME-certified offshore warehouse stocks rose again this week, easing tightness; three-month futures trade $62.53 per tonne above spot, a contango that signals ample supply after weeks of backwardation. Market participants have been shipping metal

Copper held near recent levels as traders awaited the Fed decision later Wednesday, focusing on rising inventories and looser spreads. LME futures ticked up but remain well below last week's record high driven by bets U.S. tariffs would tighten supply. LME-certified offshore warehouse stocks rose again this week, easing tightness; three-month futures trade $62.53 per tonne above spot, a contango that signals ample supply after weeks of backwardation. Market participants have been shipping metal into U.S. warehouses to capture potential tariff-driven domestic premiums, but the White House has not enacted new measures. The Fed is widely expected to deliver its first rate increase since 2023, a typical headwind for non-yielding commodities.