海外研报

UBS--Crude oil: Focus on OPEC+ compensation cuts

OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.

Searching for the floor

Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is

gs--Lithium - supply cuts provide floor in the near term

According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on