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Brief: China's 2024 Crude Imports Fall, Iron Ore Imports Hit Record

Brief: China's 2024 Crude Imports Fall, Iron Ore Imports Hit Record

Data from the General Administration of Customs, China, shows crude imports fell to 11.2 MMb/d in December from 11.72 MMb/d in November for a 2024 average of approximately 11 MMb/d

China's Sentiment Stimulus

China's Sentiment Stimulus

The People's Bank of China releases stimulus measures with questionable impact on infrastructure spending and near-term industrial commodity demand

Monitoring US Industry, Labor, Yields

Monitoring US Industry, Labor, Yields

Survey responses, labor trends, and the effects of this week's market-moving economic indicators

The Rise and Fall of Australian LNG

The Rise and Fall of Australian LNG

Expensive regulatory burdens and prolonged underinvestment take their toll on Australian LNG, opening the door for new supplies to meet Asia's rising demand

Copper: Mine Strikes, Warehouse Stocks, and China's Appetite

Copper: Mine Strikes, Warehouse Stocks, and China's Appetite

and the trends to monitor