Bank of America's outlook for the bulk market in 2025: Tariffs cast a shadow over the global market, crude oil enters an oversupply cycle, with gold shining alone, soaring straight to $3,000.

Bank of America Merrill Lynch expects that due to a significant increase in production from non-OPEC countries, coupled with the possibility of OPEC+ releasing more supply, the crude oil market may enter a surplus cycle, with the average annual price of Brent crude oil expected to be $65 per barrel. Basic metals are experiencing price fluctuations amid differentiated supply and demand. Driven by macroeconomic uncertainty and risk aversion sentiment, gold remains one of the most attractive precious metals in 2025.

wallstreetcnDec 2 08:09 ET

Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.

1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.

cls.cnNov 26 20:09 ET

The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.

① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.

cls.cnNov 26 09:02 ET

French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.

① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.

cls.cnNov 25 07:22 ET

Gold will continue to shine! Goldman Sachs: it will reach 3000 dollars next year, with global central banks being the 'main driver'.

① Goldman Sachs predicts that gold prices may reach $3,000 per ounce next year, as central banks around the world continue to buy gold in large quantities; ② the firm also believes that gold is the preferred trade for combating inflation and geopolitical issues in 2025.

cls.cnNov 24 21:55 ET

The gold price has returned to $2700, and China Construction Bank continues to raise the entry threshold for individual gold rsp, conservative and cautious customers will no longer be able to invest in this product.

On the evening of November 22, China Construction Bank Corporation announced that starting from tomorrow, it will adjust the risk rating of the Easy Gold (physical gold rsp) product to 'medium risk.' Conservative and cautious customers will not be able to carry out the aforementioned 'Easy Gold' corresponding trades.

cls.cnNov 22 07:16 ET