Goldman Sachs released a tariff forecast: the possibility of the USA imposing a 10% tariff on Copper in Q1 is about 50%.

① Wall Street traders are preparing to analyze Trump's inauguration speech word by word, to determine the impact of his policies on the market; ② Goldman Sachs stated the likelihood of a 10% tariff on Copper by the USA in Q1 is 50%, which is basically consistent with Goldman Sachs' own forecast; ③ The oil market believes the likelihood of Trump imposing tariffs on oil is close to 40%, higher than Goldman Sachs' expected 15%; additionally, Goldman Sachs said the likelihood of tariffs on Gold is only 10%.

cls.cnJan 20 03:55 ET

According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.

According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.

cls.cnJan 14 18:53 ET

In December, China's import volume of CSI Commodity Equity Index showed a mixed trend, with iron ore remaining at a high level, while the import volume of Coal and Soybean reached a record high for the year.

In December, the year-on-year increase in unrefined Copper and copper materials, integrated circuits, iron ore and its concentrates ranked first, while the decline in finished oil was the largest. The import volume of iron ore has remained above 0.1 billion tons for six consecutive months, and the import volume of Coal has remained above 45 million tons for the sixth consecutive month.

wallstreetcnJan 13 02:23 ET

The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.

① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.

cls.cnNov 18, 2024 05:08 ET

No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.

① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.

cls.cnNov 17, 2024 09:03 ET

Cancellation of aluminum and copper material export tax rebates; domestic and international prices show differentiation; leading enterprises accelerate overseas layout.

① Following the announcement of the cancellation of export tax rebates for aluminum and copper materials, aluminum prices showed a trend of "strong externally, weak internally"; ② In the long term, this will drive the industry to focus on high value-added product areas and the overseas expansion of enterprises.

cls.cnNov 17, 2024 02:21 ET