Japan holds 254 days of oil in reserve. After the record release, 209 remain. Real runway to the IEA floor: four months.

There is no strategic reserve for aluminium. A Japanese carmaker says four months to production cuts.

The market is pricing duration. It is not pricing resolution.

https://gyokuro.dev/en/posts/254-days/

#Japan #oil #aluminium #Hormuz #stagflation #energy #macro

‘Calypso’ is Qualcomm’s next-gen SoC for the Project Aluminium era

https://fed.brid.gy/r/https://chromeunboxed.com/calypso-is-qualcomms-next-gen-soc-for-the-project-aluminium-era/

Iran-Krieg: Auch Aluminium wird knapper

Die Aktienmärkte bleiben im Bann des Iran-Krieges. Mit iranischen Angriffen auf wichtige Aluminiumproduzenten ist nun auch das Leichtmetall in den Fokus gerückt.

➡️ https://www.tagesschau.de/wirtschaft/finanzen/marktbericht-iran-aluminium-100.html?at_medium=mastodon&at_campaign=tagesschau.de

#Rohstoffe #Aluminium

Shirana Shahbazi – Displacement 23, 2024

#art #print #aluminium #ceramic

Why ChromeOS and Project ‘Aluminium’ might get different update cycles

https://fed.brid.gy/r/https://chromeunboxed.com/why-chromeos-and-project-aluminium-might-get-different-update-cycles/

Nuove previsioni Goldman Sachs sull'alluminio: 3.400 dollari per quest'anno
https://www.metallirari.com/nuove-previsioni-goldman-sachs-alluminio-3400-dollari-questo-anno/
Goldman Sachs alza le sue previsioni sul prezzo dell’alluminio a causa delle riduzioni dell’offerta, anche se la domanda cresce lentamente.

#alluminio #metalli #mercati #commodity #LME #materieprime #industria #geopolitica #supplychain #prezzi #analisi #economia #metalmarkets #aluminium #metallirari