Ethereum ETH At $4,500? Wave Theory Meets Open Interest In Bullish Sync

Cryptocurrency

Forex

Summary:

There is a positive indication of Ethereum, as technical and derivatives data indicate that it might break past levels in excess of 4000 dollars.

● A completed Wave 4 and bullish Fibonacci bounce signal ETH’s next leg higher is underway.

● There is a high capital inflow and positioning in the futures market, which supports the bullish run of Ethereum.

● Although it has experienced several rejections around the 4,000 mark, ETH trades at high lows—a pointer that could lead to a breakout.

There is a positive indication of Ethereum, as technical and derivatives data indicate that it might break past levels in excess of 4000 dollars. The price action aligns with wave theory and increasing open interest, signaling market strength. ETH is trading near $3,681, and a push toward $4,500 is becoming a key focus.

ETHUSD Shows Wave Structure Supporting Upside

The structure of the price movement of Ethereum shows that a full corrective Wave 4 is completed, and Wave 5 might be underway on the 3-day chart. Analysts point out that ETH pulled back at the 50 percent Fibonacci retracement as the past support is visible. A zone of Fibonacci between 0.618 and 0.65 served as a bouncing zone, resisting the downward trend.

Elliott Wave labeling shows sub-waves forming, which supports an extended upward move if ETH maintains current levels. The chart reflects earlier waves with strong impulses, indicating that price continuation is likely. If ETH surpasses $4,000, the wave structure suggests $4,500 is a logical target.ETHUSD now trades under heavy observation, as it must break the $4,000 resistance to validate the fifth wave projection. Previous peaks align with strong rejection zones, but volume and trend structure show readiness for a breakout. Traders are watching for a firm candle close above $4,000.

ETH Futures Open Interest Backs Bullish Outlook

ETH futures open interest has steadily increased since June, aligning with price gains across spot and derivative markets. Data from Coinglass confirms a surge in open interest, which reached multi-year highs as ETH neared $4,500. This pattern reflects strong market participation and capital inflows.

Open interest rising with price usually indicates new capital rather than profit-taking, suggesting stronger positioning. The current trend supports the wave structure analysis and confirms bullish behavior. If open interest continues climbing, Ethereum may extend gains without deep retracements.Unlike past cycles, this rise shows sustained demand and leveraged exposure without major sell-offs. Earlier phases saw drops after peaks, but this rally has broader participation. ETH may soon test the $4,500 level if support zones hold and sentiment remains aligned.

ETH Faces Resistance But Maintains Higher Lows

On the weekly chart, Ethereum faced four rejections at the $3,950–$4,000 zone but has continued forming higher lows. Price remains inside a tight consolidation range, but the longer it holds, the higher the breakout probability. ETH’s price action shows pressure building just under resistance.

Repeated failures to break $4,000 usually indicate exhaustion, but not in this case. Market structure holds, and the reaction to pullbacks is quick and shallow. This behavior supports the view that ETH will make another attempt soon.Support levels below include $3,200 and $2,400, but these remain untouched in the latest rally. The higher lows suggest strength despite resistance. ETH is close to unlocking the next move, and the target remains $4,500.

Source: CryptoSlate

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Economic

Rising Tariff Pressure Complicates India’s Strategic Balance

India now finds itself under acute economic and diplomatic pressure after US President Donald Trump announced a potential doubling of tariffs on Indian imports, raising them to 50% if a resolution is not achieved within three weeks. This unexpected escalation has disrupted expectations that India would be among the first to sign a new trade agreement with the US. The breakdown of negotiations, especially over agricultural access and Russian oil imports, reflects a fundamental misalignment between economic diplomacy and national priorities in New Delhi.

India’s refusal to compromise on core sectors particularly agriculture, dairy, and fisheries suggests a direct relationship between domestic political stability and international trade decision-making. Prime Minister Narendra Modi’s strong public message about defending the livelihoods of rural constituencies, even at a cost, demonstrates a prioritization of domestic welfare over short-term trade concessions. Indian negotiators remain cautiously optimistic about resolving issues through private channels, with a US delegation expected in New Delhi soon. While flexibility is shown in areas like almond and cheese imports, these gestures appear limited in scope and intended to maintain goodwill rather than capitulate fully.

Energy Strategy Under Pressure from US Expectations

India’s continued procurement of Russian oil is another flashpoint in the dispute. While the United States has pressed India to curtail these imports, Indian officials previously claimed confidence in accessing alternative suppliers. However, a recent trend shows Indian refiners reducing Russian purchases, partly due to shrinking discounts and increasing geopolitical pressure. This indicates a correlational shift rather than an explicitly causal response to US demands, as price dynamics also factor significantly. India’s diversified portfolio, sourcing oil from nearly 40 countries including major Gulf exporters and the US, provides a cushion but not complete insulation from global price volatility.

India is not navigating this conflict in isolation. The simultaneous imposition of steep US tariffs on Brazil has prompted the two BRICS partners to seek collective responses. Brazilian President Lula da Silva has already initiated efforts to convene BRICS leaders including India and China to coordinate strategies. India, traditionally cautious in confronting Washington, is now leaning into multilateral forums for support. Ongoing high-level exchanges with Russia and China suggest India is preparing diplomatic hedges, not as a confrontational posture but as a calculated diversification of its strategic alignments.

Consequences of Diplomatic Breakdown Could Be Severe

Should negotiations with Washington collapse, India risks more than trade losses. In fiscal 2025, Indian exports to the US totaled approximately $87 billion, representing a significant component of the country’s GDP and foreign exchange earnings. Sectors like garments, petrochemicals, and jewellery would face steep price disadvantages in the US market. Pharmaceuticals might remain unaffected in the near term, but even they could come under scrutiny if the broader relationship deteriorates.

The tension also threatens to spill into technology and services. India’s long-standing advantage in offshore services and its reliance on US work visas for tech professionals could come under pressure, especially as outsourcing continues to be a politically sensitive issue in America. Restrictions in this domain would strike at one of India’s most dynamic and globally integrated industries.

Navigating Future Risks with Multilateral Resilience

The current standoff reveals the vulnerability of India’s external economic engagements when confronted by unilateral trade policy shifts. While India has avoided rash countermeasures, it must now reconcile three competing imperatives: preserving access to the US market, defending sovereign policy decisions, and maintaining strategic flexibility through deeper ties with Russia, China, and other Global South partners. The pursuit of a diversified energy supply, multilateral diplomatic outreach, and selective trade flexibility points to a comprehensive approach, though one that must balance speed with caution.

India’s decisions in the coming weeks will carry long-term implications for both its economic trajectory and its role in a rapidly polarizing global order. How it calibrates this response may determine whether it emerges as a more assertive economic power or finds itself increasingly reactive in the face of shifting geopolitical winds.

Source: Reuters

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Economic

US Tariffs Escalate Tensions in Brazil-US Relations

The recent 50% tariff hike by the United States on Brazilian exports, effective from August 7, has intensified an already strained diplomatic relationship. President Luiz Inacio Lula da Silva responded with a calculated mixture of defiance and restraint, making clear that Brazil will not tolerate pressure or public embarrassment in international affairs. In an exclusive interview with Reuters, Lula emphasized that he sees no space for direct negotiation with President Donald Trump, refusing to initiate dialogue unless confident of a productive outcome.

Despite the tariff representing one of the highest rates currently imposed on any American trading partner, Brazil has refrained from announcing retaliatory measures. Lula made it clear that his administration is not abandoning diplomacy but will not act hastily. His reluctance to contact the White House stems from the belief that Trump is not yet receptive to talks. By anchoring his decision on a personal reading of intent rather than political necessity, Lula reinforces a strategy of assertive patience.

Causal Link Between US Tariffs and Political Pressure

The increase in tariffs does not appear isolated from broader political motives. Lula linked the trade pressure to US disapproval of Brazil’s prosecution of former president Jair Bolsonaro, who is currently facing legal consequences for alleged electoral interference in 2022. Lula accused Trump of attempting to influence Brazil’s judicial process, a move he equated to a serious violation of national sovereignty. The statement reveals a deeper cause-and-effect dynamic, where trade barriers serve as instruments of political leverage.

The Brazilian economy, the largest in Latin America, may act as a buffer against the immediate fallout of the US tariffs. This resilience provides President Lula with more room to maintain his stance without urgent compromise. Rather than capitulating under economic pressure, Lula has directed his ministers to concentrate on domestic strategies that soften the impact of US policy while preserving fiscal discipline. Although he declined to disclose specifics, the approach implies a long-term plan focused on internal stability rather than reactive trade warfare.

Respect as a Diplomatic Prerequisite

While denying any personal animosity toward Trump, Lula cited past incidents in which foreign leaders were publicly undermined at the White House. Recalling the cases of South Africa’s President Cyril Ramaphosa and Ukraine’s Volodymyr Zelensky, Lula asserted that respect must underpin all high-level diplomatic engagement. He categorically stated that humiliation has no place in presidential discourse and refused to accept anything less than mutual recognition between sovereign nations.

Looking beyond bilateral confrontation, Lula is exploring a multilateral path to counterbalance US measures. He intends to initiate dialogue with fellow BRICS members, particularly China and India, with the goal of establishing a unified response to Washington’s protectionist policy. Although no coordination has yet taken place, Lula confirmed that discussions are forthcoming. He also floated the possibility of filing a joint complaint to the World Trade Organization, highlighting a preference for rule-based international resolution.

Correlational Analysis of Multilateral Strategy and Deterrence

Although no direct retaliation has been announced, the potential for collective legal or economic actions could function as a deterrent against further escalation. The correlation between Brazil’s outreach to BRICS and WTO forums and its intent to uphold sovereignty suggests a calculated move to elevate the dispute from bilateral discord to global scrutiny. By signaling possible alignment with other major economies, Brazil leverages the symbolic power of coalition-building even before concrete action unfolds.

President Lula’s remarks reflect a broader tension between defending national pride and engaging in pragmatic diplomacy. His decision not to confront Trump directly, while preparing coordinated multilateral steps, illustrates a dual-track approach. The emphasis on respect and sovereignty signals a cultural and political boundary, while measured institutional responses such as WTO appeals reveal an attempt to resolve disputes without escalating into an uncontrolled trade war.

Brazil’s reaction to the US tariffs demonstrates a nuanced strategy combining national dignity, economic pragmatism, and diplomatic foresight. Rather than resorting to immediate retaliation, President Lula is choosing to reinforce Brazil’s internal economic position while building international alliances to mount a broader, rule-based response. In doing so, he sends a clear message: Brazil will not bow to coercive tactics but will navigate global friction with deliberation and strength.

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Economic

A New Era of ‘Reciprocal’ Tariffs Begins

President Trump’s executive order, now implemented, sets out new country-specific tariff rates, with major economies like the European Union, South Korea, and Japan hit with a 15% base tariff. Others have been singled out with what the administration calls “bespoke” rates, ranging from 20% to a peak of 50%. For example, Brazil now faces 50%, India 25% (with threats of doubling), and Switzerland a surprising 39% despite diplomatic attempts to avoid the hike.

According to the Yale Budget Lab, the overall U.S. average effective tariff rate has climbed to 18.3%, the highest in modern history. While some nations remain at the baseline 10% rate, analysts expect further changes in the coming weeks.

Strategic Targets and Trade Retaliation Risks

The tariff rollout reflects Trump’s broader vision of restoring trade “fairness” via reciprocal pressure, but it also escalates tensions with key allies. Nations such as Bangladesh, South Africa, Vietnam, and Laos now face 20% or higher tariffs, many of them previously considered strategic partners or emerging market collaborators.

In particular, India has become a flashpoint. Beyond its 25% base rate, it now faces a potential additional 25% penalty due to its ongoing purchases of Russian oil, raising questions about how trade and geopolitical loyalty are being intertwined in U.S. policy.

Semiconductors and Pharma: The Next Frontiers

President Trump has also threatened sector-specific tariffs, most notably on semiconductors and pharmaceuticals. A proposed 100% tariff on chips and semiconductors could soon take effect unless companies commit to domestic U.S. manufacturing.

Such a policy, while aimed at reshoring supply chains, could exacerbate current price pressures, disrupt global tech production, and add to inflation. Pharmaceutical products may also be targeted in the coming months, although Trump has hinted at possible exemptions as part of bilateral talks.

Inflation Worries Meet Political Strategy

The tariffs come amid growing concerns from Federal Reserve Chair Jerome Powell, who recently noted that higher tariffs are starting to show in consumer prices. Despite this, the Fed has held interest rates steady against Trump’s preferences highlighting a growing disconnect between fiscal and monetary policy.

While critics argue the tariffs risk fueling inflation and slowing growth, Trump continues to tout them as revenue wins, celebrating record-high tariff revenues. According to Trump, the strategy is “just in its infancy,” suggesting more rounds are on the way.

Winners, Losers, and Global Repercussions

Countries with free trade agreements like Canada, Mexico, and China have not seen immediate rate changes in this round, though their current duties already exceed 25%. However, their negotiating schedules differ, leaving the door open to future revisions.

For now, over 100 mostly smaller nations are exempt from further changes, remaining at 10%. Yet, with the threat of transshipment penalties a new 40% tariff for evading duties Trump’s administration is also cracking down on indirect trade routes, though enforcement definitions remain vague.

Tariffs as a Pillar of Trump's Second-Term Strategy

What began as a talking point in 2018 has now evolved into a full-scale restructuring of U.S. trade policy. Trump’s claim of being a “tariff man” is no longer rhetorical it’s now economic doctrine. With these new tariffs, the U.S. signals not only a return to protectionist policies but an aggressive new playbook centered on leverage, retaliation, and industrial realignment.

Whether this results in stronger domestic production or global retaliation remains to be seen. But what is clear is this: global supply chains, multinational agreements, and U.S. consumer prices are entering a volatile new chapter.

Source: Yahoo Finance

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Economic

Commodity

Production Hikes on Paper, Shortfalls in Reality

OPEC+ had announced a 2.5 million barrels per day (bpd) increase in oil production from March to September 2025. However, actual production data tells a different story. Only about 540,000 bpd of that target has been realized, largely due to infrastructure constraints, compensatory cuts, and capacity limits in key countries such as Iraq, Kazakhstan, and Russia.

Iraq and Russia are still making amends for previously exceeding their quotas. Kazakhstan was already producing at capacity, limiting its ability to raise output. The lion’s share of the actual increase over 70% has come from Saudi Arabia, which raised exports by 631,000 bpd between March and June, although much of that oil was redirected to storage rather than flowing into the market.

Rising Demand Absorbs the Extra Barrels

Instead of easing the market, the modest increase in supply has been absorbed by surging summer energy demand, particularly in the Middle East, where air conditioning use spikes during hotter months.

At the same time, China’s strategic stockpiling of 82 million barrels in Q2 almost 900,000 bpd has drawn more oil out of circulation. This stockpiling comes amid stronger-than-expected Chinese consumption, further contributing to price resilience.

With refineries ramping up processing and regional energy needs rising, the market remains structurally tight. This has resulted in a backwardated futures curve, where near-term contracts are trading at a premium to future delivery prices a classic indicator of prompt supply shortages. As of early August, the first-month Brent contract was trading $2.74 above the six-month contract, reversing May’s discount.

Low Global Stockpiles Support Prices

Oil inventories in OECD countries remain low, reinforcing market tightness. U.S. commercial crude stocks stood at 419 million barrels in June, below the five-year average. In Europe, May stocks were 9% lower than average, at 394 million barrels.

These low stock levels stem from years of aggressive OPEC+ cuts during the pandemic and have not yet been replenished despite the announced production increases.

Export Data Reveals the Real Supply Picture

While quotas have increased, exports have lagged behind. According to Vortexa, total exports from OPEC+ rose by just 460,000 bpd from March to June, even as global demand rose by an estimated 1 million bpd. Saudi Arabia accounted for all of the net export increase, with exports from Iraq, Russia, Kuwait, Kazakhstan, and Oman declining during the same period.

This means that announcements of production hikes are not being matched by real-world deliveries, leaving global buyers scrambling in a tight market.

The OPEC+ Eight and Future Quota Games

Only eight countries Saudi Arabia, Russia, Iraq, UAE, Kazakhstan, Kuwait, Oman, and Algeria are involved in the current phase of OPEC+ quota adjustments. Despite their ambitious plans to raise collective output to 32.36 million bpd by September, structural limitations mean actual delivery is likely to fall short again.

While producers may continue to push for higher quotas, they do so not necessarily to pump more immediately, but to secure flexibility for future production and negotiations. Russia, for instance, faces logistical challenges due to ongoing attacks on its energy infrastructure.

Contrary to initial expectations, OPEC+ output hikes have not flooded the market with oil. Structural constraints, regional demand surges, and inventory shortfalls have kept the supply-demand balance tight, propping up prices. Until exports significantly rise and more producers gain the capacity to meet quotas, the oil market is likely to remain in a state of supply tension despite what the official output plans suggest.

Source: Reuters

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Economic

A Historic Escalation in Global Trade Tensions

As of August 7, 2025, the United States has begun enforcing a sweeping new tariff regime under President Trump’s “reciprocal” trade policy. The new rates ranging from 10% to as high as 50% mark one of the most significant overhauls to U.S. trade in nearly a century. The move follows months of uncertainty, halted negotiations, and escalating rhetoric aimed at shrinking America’s trade deficits.

Trump’s administration has hailed the tariffs as a victory for American industry, citing over $100 billion in increased tax revenue without triggering the feared inflation or recession. However, economists now warn that the intensification of tariffs could fuel rising prices and slow job growth two issues already surfacing in recent economic data.

Tariff Breakdown: Who’s Paying What

Previously, most imported goods were subject to a 10% baseline tariff. Under the new policy, the rates now differ dramatically by country. Among the highest:

Brazil: 50%

Laos & Myanmar: 40%

Switzerland: 39%

Iraq & Serbia: 35%

India: 25%, with an additional 25% surcharge set for August 27 due to oil purchases from Russia

In total, 21 countries including key U.S. suppliers like Vietnam, Taiwan, and Thailand face tariffs above 15%. Another 39 countries, plus the European Union, are subject to 15% tariffs. While Mexico and Canada can enjoy exemptions under the USMCA agreement, non-compliant goods from Canada are now subject to a steep 35% tariff, up from 25%.

Deals in Name Only? The Status of Trump’s Trade Agreements

Despite Trump’s announcement of eight trade “agreements,” only two those with China and the United Kingdom have been formalized. The rest remain vague and largely aspirational, involving non-binding commitments to purchase American goods and invest in U.S. industries.

A critical turning point looms on August 12 when the U.S.-China tariff truce expires. If no action is taken, both sides could see a sharp increase in trade barriers once again, undermining fragile progress.

Meanwhile, Japanese leaders have publicly contradicted Trump’s claims about trade terms such as purchasing Ford F-150s suggesting a gap between U.S. announcements and actual policy agreements.

Exemptions and Loopholes

Certain goods remain exempt from the new tariffs. For instance:

Smartphones are not subject to the new rates.

Pharmaceuticals currently avoid tariffs unless targeted by future sectoral actions.

Products manufactured abroad but composed of at least 20% U.S. labor or materials may also receive partial exemptions.

Several sectors, such as semiconductors and lumber, are expected to face new targeted tariffs soon. Trump has specifically warned of a 100% tariff on chips, though no timeline has been announced.

Effective Dates and Temporary Grace Periods

Although the tariffs are now officially in effect, there is a grace period for goods already in transit. Products shipped before 12:01 AM on August 7 can still enter under previous tariff rates until October 5. This measure provides limited breathing room for global exporters and American importers to adjust.

While Trump's sweeping order is being challenged in U.S. courts, legal resolution may take months or longer. In the meantime, Trump retains wide authority under national security and trade laws to continue imposing duties.

Analysts expect more sectoral tariffs in the coming weeks, particularly targeting technology and raw materials. The administration is also considering a broader 100% duty on semiconductors, a move that could disrupt already fragile electronics supply chains.

A New Global Trade Paradigm or an Economic Gamble?

Trump’s tariff strategy represents a decisive shift toward protectionism not seen since the early 20th century. While supporters argue it’s a necessary correction to decades of trade imbalance, critics warn of unintended consequences: rising consumer prices, retaliatory tariffs from allies, and global economic fragmentation.

The next few months will be critical. With a volatile economic outlook, pending trade talks with China, and growing legal opposition, the future of U.S. trade policy under Trump’s second term remains uncertain but undoubtedly transformative.

Source: Reuters

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Economic

Commodity

Exports Decline After June’s Peak Amid Volatile Trade Trends

China, the world’s dominant producer of rare earth elements, exported 5,994.3 metric tons in July 2025, marking a steep 23% decline from June’s record high, according to preliminary customs data released Thursday. The June figure had been the highest monthly export level since at least 2014, suggesting July’s drop could be part of a broader pattern of erratic month-to-month fluctuations rather than a definitive shift in trade policy.

The latest decline comes as global attention intensifies on China's role in the critical materials supply chain, especially after it agreed to a series of deals with the United States and the European Union to increase rare earth shipments and relax its export licensing regime initially tightened in April in response to U.S. tariff escalations.

Data Limitations and Lack of Transparency Complicate Interpretation

Analysts caution that the July figures are too preliminary and ambiguous to draw definitive conclusions about China's policy intentions. The customs data fails to differentiate among various types of rare earths and related products, some of which remain unrestricted under China's evolving regulatory framework. Moreover, the monthly data is known to be highly volatile, with double-digit swings frequently observed in either direction.

A more detailed dataset, which includes specific figures for exports of rare earth magnets a high-value segment essential to industries such as electric vehicles, electronics, and defense will be released on August 20. Preliminary information indicates that magnet exports to both the U.S. and Germany surged in June, aligning with their ongoing efforts to secure strategic supply chains amid geopolitical tensions.

China Tightens Control Quietly Despite Diplomatic Agreements

While Beijing has engaged diplomatically with Western powers to ease concerns over rare earth availability, domestic policy developments suggest a contrasting internal strategy. In July, Chinese authorities issued the first set of 2025 rare earth mining and smelting quotas without the usual accompanying public announcement, signaling a more opaque approach to industry oversight.

This quiet imposition of output controls aligns with China's broader strategy of maintaining a dominant position in the global rare earth supply chain while minimizing external leverage. The lack of transparency may also be aimed at limiting speculative activity or external pressure during sensitive negotiations.

Supply Chain Security and Strategic Shifts

Western governments, including the U.S., EU, and Australia, have increasingly sought to diversify their rare earth supply sources. Financial incentives, such as subsidies and investment guarantees, are being introduced or proposed to support non-Chinese producers in countries like Canada, Australia, and Vietnam.

Nevertheless, China continues to control more than 60% of global rare earth production and an even higher share of downstream processing capacity. This makes its export patterns and licensing policies critical barometers for industries that rely on these materials for green technologies, semiconductors, and advanced manufacturing.

Strategic Uncertainty Remains as Policy Diverges from Trade Volumes

Despite the sharp decline in July, China’s year-to-date rare earth exports rose 13% compared to the same period in 2024, indicating that broader output and demand trends remain strong. However, the juxtaposition of increased diplomatic engagement with Western nations and silent tightening of production controls introduces ambiguity around Beijing’s long-term intentions.

As the full data for July including rare earth magnets is released later this month, market watchers and policymakers alike will be looking for clearer signals. Until then, China's rare earth strategy remains a high-stakes balancing act between domestic control and international pressure.

Source: Reuters

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Ethereum ETH At $4,500? Wave Theory Meets Open Interest In Bullish Sync

ETHUSD Shows Wave Structure Supporting Upside

ETH Futures Open Interest Backs Bullish Outlook

ETH Faces Resistance But Maintains Higher Lows

Source: CryptoSlate

India Faces High-Stakes Crossroads in US Tariff Standoff

Rising Tariff Pressure Complicates India’s Strategic Balance

Energy Strategy Under Pressure from US Expectations

Consequences of Diplomatic Breakdown Could Be Severe

Navigating Future Risks with Multilateral Resilience

Source: Reuters

Brazil Asserts Sovereignty as US Imposes 50% Tariffs

US Tariffs Escalate Tensions in Brazil-US Relations

Causal Link Between US Tariffs and Political Pressure

Respect as a Diplomatic Prerequisite

Correlational Analysis of Multilateral Strategy and Deterrence

Trump’s Tariff Expansion Marks Most Aggressive U.S. Trade Shift in Decades

A New Era of ‘Reciprocal’ Tariffs Begins

Strategic Targets and Trade Retaliation Risks

Semiconductors and Pharma: The Next Frontiers

Inflation Worries Meet Political Strategy

Winners, Losers, and Global Repercussions

Tariffs as a Pillar of Trump's Second-Term Strategy

Source: Yahoo Finance

Oil Market Stays Tight Despite OPEC+ Output Increases: Capacity Limits and Summer Demand Tell the Real Story

Production Hikes on Paper, Shortfalls in Reality

Rising Demand Absorbs the Extra Barrels

Low Global Stockpiles Support Prices

Export Data Reveals the Real Supply Picture

The OPEC+ Eight and Future Quota Games

Source: Reuters

Trump’s Aggressive New Tariffs Signal Radical Shift in U.S. Trade Policy

A Historic Escalation in Global Trade Tensions

Tariff Breakdown: Who’s Paying What

Deals in Name Only? The Status of Trump’s Trade Agreements

Exemptions and Loopholes

Effective Dates and Temporary Grace Periods

A New Global Trade Paradigm or an Economic Gamble?

Source: Reuters

China’s Rare Earth Exports Fall Sharply in July Amid Global Scrutiny and Policy Shifts

Exports Decline After June’s Peak Amid Volatile Trade Trends

Data Limitations and Lack of Transparency Complicate Interpretation

China Tightens Control Quietly Despite Diplomatic Agreements

Supply Chain Security and Strategic Shifts

Strategic Uncertainty Remains as Policy Diverges from Trade Volumes

Source: Reuters

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