Alones Creative The scale of the current oil disruption exceeds past crises, with recovery likely to be slow and uneven rather than swift, according to Société Générale. Dr. Mike Haigh, head of FIC and commodity, argued that while historical oil shocks -- from the Iranian revolution to the Iran-Iraq war -- eventually saw supply replaced or demand adjust, the present disruption is constrained less ...
Alones Creative The scale of the current oil disruption exceeds past crises, with recovery likely to be slow and uneven rather than swift, according to Société Générale. Dr. Mike Haigh, head of FIC and commodity, argued that while historical oil shocks -- from the Iranian revolution to the Iran-Iraq war -- eventually saw supply replaced or demand adjust, the present disruption is constrained less by production capacity and more by logistics, geopolitics and financial frictions. A key issue is the closure of critical transit routes, particularly the Strait of Hormuz, which Société Générale estimates removed roughly 10M barrels per day of supply in March alone -- equivalent to a significant share of global output. Unlike prior shocks, where alternative producers could ramp up output relatively quickly, the current bottleneck lies in moving oil rather than extracting it. The bank highlighted that disrupted shipping flows, longer transit times and the withdrawal of war-risk insurance are slowing the reallocation of supply across regions, creating persistent imbalances. Historically, such disruptions have taken time to unwind. Société Générale noted that significant Middle East oil supply shocks since 1956 have required around eight months on average to normalize, reinforcing its view that expectations for a rapid recovery are overly optimistic. The bank now expects the current disruption -- described as the largest supply shock on record -- to normalize only by the end of 2026. Societe Generale As a result, the shock is propagating through the global system in stages rather than all at once. Cargoes can take anywhere from 10 days to reach India to as long as 40 days to reach the U.S. Gulf Coast, meaning shortages emerge sequentially across markets. This staggered impact has already led to sharp regional divergences. OECD countries have absorbed much of the immediate strain through large inventory drawdowns and strategic petroleum reserve releases, while emerging markets...
Karat Packing (KRT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Karat Packing (KRT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
↘️ AST SpaceMobile (ASTS): A satellite that Jeff Bezos’ Blue Origin was carrying for Texas-based AST SpaceMobile was incorrectly deployed yesterday, and ended up in the wrong location in space. AST is building a cellular broadband network in space.
↘️ AST SpaceMobile (ASTS): A satellite that Jeff Bezos’ Blue Origin was carrying for Texas-based AST SpaceMobile was incorrectly deployed yesterday, and ended up in the wrong location in space. AST is building a cellular broadband network in space.
4月20日，在华为Pura系列及全场景新品发布会上，搭载HarmonyOS 6.1的华为Pura X Max大阔折手机、华为Pura 90系列正式亮相。华为Pura X Max以独特的阔型折叠屏形态和业界首个伴随式AI解决方案，重新定义了移动终端的智慧交互体验。华为Pura 90系列则以软硬芯AI完美融合，带来“懂你更出片”的影像创作体验。在HarmonyOS 6.1及各领域伙伴的加持下，华为Pu...
4月20日，在华为Pura系列及全场景新品发布会上，搭载HarmonyOS 6.1的华为Pura X Max大阔折手机、华为Pura 90系列正式亮相。华为Pura X Max以独特的阔型折叠屏形态和业界首个伴随式AI解决方案，重新定义了移动终端的智慧交互体验。华为Pura 90系列则以软硬芯AI完美融合，带来“懂你更出片”的影像创作体验。在HarmonyOS 6.1及各领域伙伴的加持下，华为Pura双旗舰不仅带来了更智能、更流畅、更沉浸的移动生活新体验，更推动鸿蒙生态实现了从“好用”到“爱用”的质变飞跃。 HarmonyOS 6.1 发布，鸿蒙生态迎来设备规模与口碑双丰收 截至目前，搭载HarmonyOS 6的终端设备数量已突破5500万，本次发布会同步首发HarmonyOS 6.1，HarmonyOS已成长为全球最具活力的操作系统之一。凭借方舟引擎、鸿蒙应用智能体、加密分享、碰一碰等独有创新，HarmonyOS赢得了越来越多用户的喜爱。 与此同时，各领域鸿蒙应用也凭借出色体验收获了用户的广泛好评：鸿蒙版微信“不常驻也能秒收消息”、哔哩哔哩“碰一碰功能太好玩”、钉钉“文档滑动非常丝滑”、知乎“专业问题回答秒出”、京东“AR看家电太流畅”——这些真实反馈，正是HarmonyOS“越用越好用，越用越爱用”的最佳注脚。 鸿蒙生态正加速为年轻学生群体提供鸿蒙创新体验。过去半年，HarmonyOS已调研了550多所高校，优化了学生反馈的1000多个鸿蒙版高校App的体验点，让学生用户切实感受到鸿蒙速度。从“能用”到“好用”，再到如今的“爱用”，鸿蒙生态的每一步成长，都离不开开发者、用户与合作伙伴的信任与鼎力支持。 首创小艺伴随式AI，智慧小艺实现跨越式升级 全新小艺智慧大脑，搭载Agentic 自演进架构具备像人脑一样的记忆、反思、进化能力。华为Pura X Max搭载的小艺伴随式AI，作为业界首创的伴随式AI解决方案，依托小艺智慧大脑能力深度融合鸿蒙操作系统和强大麒麟9030 Pro芯片，软硬芯云协同实现更低功耗、更低时延、更聪明的使用体验，配合鸿蒙星盾安全架构，筑牢安全防线。与此同时，小艺伴随式AI联合滴滴出行、咪咕视频、知乎等众多生态伙伴带来全新伴随式AI体验，并将与更多伙伴持续联合创新，开启伴随式AI新时代。 智慧伴读，越读越有料： 阅读前提供精简向导，提炼长文核心...
Investors were privy to a bit of Wall Street history last week. Friday, April 17, marked record-closing highs for the benchmark S&P 500 (SNPINDEX: ^GSPC) and growth-focused Nasdaq Composite (NASDAQINDEX: ^IXIC) . It also featured a first-of-the-century move for the Nasdaq, with the tech-heavy index closing higher for a 13th consecutive trading session. The bigger story has been the complete about-...
Investors were privy to a bit of Wall Street history last week. Friday, April 17, marked record-closing highs for the benchmark S&P 500 (SNPINDEX: ^GSPC) and growth-focused Nasdaq Composite (NASDAQINDEX: ^IXIC) . It also featured a first-of-the-century move for the Nasdaq, with the tech-heavy index closing higher for a 13th consecutive trading session. The bigger story has been the complete about-face in Wall Street's major stock indexes since March 29. Both the Dow Jones Industrial Average (DJINDICES: ^DJI) and the Nasdaq Composite have reversed corrections , while the S&P 500 erased its steep pullback. The catalyst behind these historic moves is positive news on the geopolitical front -- specifically, the Iran war. Continue reading
The European energy services sector faces a brighter future once the Middle East conflict de-escalates as a result of work that oil producers need to undertake to resolve disruption, according to Barclays Plc analysts. Companies such as Technip Energies SA and Viridien SA are set to see increased demand as countries look to replenish their inventories and attend to the damage caused during the con...
The European energy services sector faces a brighter future once the Middle East conflict de-escalates as a result of work that oil producers need to undertake to resolve disruption, according to Barclays Plc analysts. Companies such as Technip Energies SA and Viridien SA are set to see increased demand as countries look to replenish their inventories and attend to the damage caused during the conflict, analysts led by Mick Pickup wrote in a note. The volatility in oil and gas prices and disruptions to supply since late February will also prompt more nations to take action on energy security, they said. “We find it difficult not to see any country with resources wanting to secure its own domestic supply,” the analysts wrote. “The era of outsourcing production and refining to lower-cost mega producers appears, to us, to be waning. All these support demand for the services sector from exploration through construction.” France’s Viridien was among stocks upgraded by Barclays on Monday. The broker raised its recommendation to overweight and increased its price target to €200 from €150, the highest among analysts tracked by Bloomberg. According to Barclays, Viridien can win more work as the industry looks to diversify supply chains. The shares rose as much as 16% to €140.9 and hit a six-year high. READ: Viridien Pops to 2020 High; Barclays Upbeat on Energy Services Barclays double upgraded Technip Energies , to overweight from underweight. The company will be the frontrunner for any repair work in Qatar, and this can help increase activity levels through to the end of the decade, Pickup wrote. On average, Barclays increased its price targets across the sector by 21%.
Lululemon ( LULU ) announced on Monday that the athletic apparel company has launched an e-commerce channel in Mexico. The new e-commerce site was noted to enhance its guest experience and is complemented by Lululemon's ( LULU ) plans to increase its store footprint in Mexico in fiscal year 2026. Lululemon ( LULU ) expects continued growth opportunity in the region as it scales its integrated reta...
Lululemon ( LULU ) announced on Monday that the athletic apparel company has launched an e-commerce channel in Mexico. The new e-commerce site was noted to enhance its guest experience and is complemented by Lululemon's ( LULU ) plans to increase its store footprint in Mexico in fiscal year 2026. Lululemon ( LULU ) expects continued growth opportunity in the region as it scales its integrated retail and digital presence and omnichannel capabilities in the market. With the launch of Lululemon.mx, local guests can now purchase Lululemon's ( LULU ) technical performance apparel, footwear, and accessories online. The product assortment features a wide range of premium men’s and women’s offerings for yoga, Pilates, running, training, tennis, golf, and everyday movement. Lululemon ( LULU ) recently hosted brand activation events in Mexico to showcase the launch. On a broader basis, the company plans to open approximately 15 stores across North America, including the eight in Mexico. The new locations were said to represent the continued runway for growth the company sees in the market and support the brand’s disciplined approach to regional expansion. By the end of the fiscal year, LULU expects to operate more than 30 stores in Mexico. "Across our North America business, we are continuing to strategically invest in the growth and evolution of our omnichannel guest experience through a combination of new and elevated stores and enhanced digital capabilities," highlighted Lululemon ( LULU ) Senior VP Carla Anderson. "The momentum we are driving in Mexico reflects the strength and relevance of our brand within the community and signals the continued opportunity ahead as we build connected, engaging, and consistent experiences for our guests," added Anderson. Shares of LULU are down 19.5% on a year-to-date basis. More on Lululemon lululemon Won't Remain Cheap For Too Long lululemon athletica: China Growth And Full-Priced Tailwinds Meet Uncertain Recovery lululemon: From Marke...