USDA's second phase of the Great American Cotton Plan expands 2027 crop-insurance endorsements and moves the cotton tariff-rate quota process to FAS, while ICE cotton trades around 80 cents a pound after USDA lifted 2026/27 world ending stocks to 70.68m bales.
Hengli Heavy Industry signed six VLCCs, two Suezmaxes and four LR2 product tankers with Greek owners at an average of almost $140m per VLCC, taking its VLCC orderbook to 69 ships and keeping newbuilding pricing near record levels.
Market Pulse Scope's LNG marker climbed 14.7% over seven sessions to $29.93 per MMBtu as the Dutch TTF front month held near its highest since December 2022, EU storage sat at 74% against an 86% five-year average and Middle East volumes stayed about 80% below last year.
Market Pulse Scope's China scheelite and wolframite concentrate series fell about 15% over seven sessions to roughly CNY 307,000 a tonne, while ammonium paratungstate dropped 14.6% to CNY 466,667, extending a slide that has now erased about 70% of the March record.
Domestic sulphur fell 13.23% from the start of October to a CNY 6,669 a tonne benchmark on October 16 after Middle East producers cut official selling prices and Chinese phosphate plants kept run rates under half.
Nine leading cloud providers are now seen spending over $1.5 trillion in 2027, with AI server revenue rising more than 90% on rack-level shortages and higher memory quotations.
Samsung is evaluating GlobalFoundries as a second display driver IC supplier after UMC's 22nm capacity hit its limit, while constrained 12-inch mature nodes see 5-10% price increases.
A 2027-delivery capesize built at Hengli is changing hands at a reported $90m, the highest of 2026, while the Suez Canal imposes mandatory inspections on every vessel aged 25 years or more.
The IEA will move more than 20 million barrels of diesel as soon as possible and accelerate the rest of its emergency draw, taking total releases past the 400 million barrels pledged in March.
LME three-month tin fell through $50,000 a tonne for the first time since June while the China domestic tin price tracked on Market Pulse Scope slid 10.0% on the week to CNY 373,650 a tonne.
Market Pulse Scope's North American silver series has fallen 7.7% in seven sessions to about $56 a troy ounce, the steepest weekly drop in the precious complex this year, after a hot US CPI repriced the Fed and lifted real yields.
Intel's first Xe3P data-center part trades peak compute for memory capacity: 1.3 PFLOPS of FP8, 1.5 TB/s of bandwidth, 350W and up to 480GB of LPDDR5X in a standard PCIe card aimed at agentic AI.
The Korean memory maker wants Washington to authorise additional US chipmaking equipment for its Dalian NAND site and use the proceeds to fund a new US plant, at a time when export curbs are squeezing layer-stacking upgrades.
GlobalFoundries will build and operate two New York fabs funded entirely by Japanese capital under the $550bn US-Japan trade deal, while Washington lifts its equity stake to 7% and reallocates $955m of Chips Act money into packaging and photonics.
Zhonggu Shipping has signed for two 14,000 teu ships at Hudong-Zhonghua, lifting its 2026 container spend to $1.37bn, while EuroDry added a third $37m kamsarmax at Hengli on the argument that five-year-old tonnage now costs more than newbuildings.
Market Pulse Scope's US wholesale egg series fell 20.9% in seven sessions to about $0.36 a dozen, with cage-free lines leading the slide. USDA has cut both its 2026 and fourth-quarter price forecasts, while China's main producing areas are down more than 26% year on year.
Chinese industrial-grade lithium carbonate fell to CNY 108,000 a tonne, down 8.5% on the week, after futures hit a year low on supply and demand worries.
Chinese methanol collapsed back to CNY 3,883 a tonne, a 13.6% weekly drop, after coastal MTO plants shut and traders dumped cargo into a market that had rallied 17% in a month.
EU storage sits at 73% against an 86% five-year norm and TTF has jumped to its highest since early 2023, with Qatari volumes still blocked by the Hormuz closure.
SK hynix unveiled a rack-scale memory system claiming up to 5x faster time-to-first-token, while Cisco and NVIDIA drafted a 400G-lane optics form factor.