Industry and Manufacturing

Daily Market UpdateFXRegulatoryCrude ComplexMetalsEmerging TechNuclearPowerEuropeGlobal MacroEnergy ShotsRenewablesAsiaUnited StatesAlternative FuelsWeekly Market UpdateIntel BriefsCritical MineralsSpeculator PositioningBondsNatural GasShipping & LogisticsIndustry and Manufacturing
Brief: Record Texas Renewables
Premium

Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

China's official NBS manufacturing purchasing managers' index (PMI) and the Caixin China General Manufacturing PMI showed Chinese manufacturing activity contracted in May as demand for consumer goods exports collapsed after importers' 2H24/1Q25 race against tariffs.

ES #139: Expediting The U.S. Nuclear Renaissance

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

Brief: U.S. Manufacturing Activity Hits Second-Highest in 35 Months

Brief: U.S. Manufacturing Activity Hits Second-Highest in 35 Months

Tariff-related concerns about global industrial activity eased with today’s flash manufacturing PMI prints for May, which showed improving business activity for the U.S., India, and the collective Euro Area.

Brief: Shipping Costs Hit 16-Month Low

Brief: Shipping Costs Hit 16-Month Low

Global container freight rates hit a 16-month low in May as the aftermath of importers' front-loaded cargoes subsides

Brief: Domestic Industrial Demand Signals

Brief: Domestic Industrial Demand Signals

April manufacturing sector activity and March trade data put focus on distillate consumption

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

Brief: U.S. Imports Hold At Record High in February

Brief: U.S. Imports Hold At Record High in February

U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion

Brief: Industrials Signal Near-Term Caution

Brief: Industrials Signal Near-Term Caution

March U.S. ISM manufacturing activity surveys show sector activity contracted after just two months of >50 readings. Subindices for new orders, employment, and supply chain prices reflect near-term tariff concerns

Brief: Power Demand Growth from AI or AC?

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

Brief: U.S. Trade Deficit Hits Record on Import Surge

Brief: U.S. Trade Deficit Hits Record on Import Surge

U.S. imports of goods and services jumped by $36 billion month-on-month in January for the largest monthly increase in history to the largest trade deficit in history

Brief: US Manufacturers' Two-Year Recovery & China's Retaliation

Brief: US Manufacturers' Two-Year Recovery & China's Retaliation

US manufacturing activity ends a 26-month streak of sector contraction with yesterday's ISM manufacturing PMI. Meanwhile, China's retaliatory tariffs strike US energy exports.