由行业专家做出的价格预测及前瞻性研究
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提供有关影响全球能源及大宗商品市场的动态与分析
中东冲突——能源市场风险与大宗商品影响
中东局势升级下的全球大宗商品市场：供应链与价格重构
直播时间：2026年3月12日（周四）14:00 （回看已生成）
会议语言：中文（运费部分英文）
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Hormuz traffic still low, Iran seeks concessions
Hormuz traffic still low, Iran seeks concessions
New York, 11 August (Argus) — Vessel traffic through the strait of Hormuz remained low on Monday while Iran demanded additional concessions from the US for the reopening of the narrow waterway, the date of which remains elusive. Vessel traffic through the strait of Hormuz totaled 10 vessels on 10 August,split between seven inbound transits and three outbound transits, maritime security firm Windward said on Tuesday. These took place through the northern corridor with the exception of two vessels, one in either direction, that utilized the US-supported southern traffic lane. Total traffic through the strait on 10 August was at around 7pc of pre-war levels. Vessel traffic through the strait of Hormuz edged up from a two-week low of seven crossings recorded on 9 August, according to Windward data. "The strait of Hormuz will not reopen until the US ends the war and blockade, releases Iran's frozen assets, and agrees to a region-wide ceasefire, including in Lebanon and Gaza," secretary of Iran's Supreme National Security Council Mohsen Rezaei said in remarks carried by IRGC-affiliated Tasnim. "Until all conditions are met, the strait will remain closed." Pakistan's interior minister Mohsin Naqvi was in Tehran and met with Iranian Foreign Minister Abbas Araghchi in Tehran, but no announcement was made regarding progress on reopening the strait of Hormuz. The US Central Command (Centcom), which oversees US forces in the Middle East, said in an 11 August notice by the UK Maritime Trade Organization (UKMTO) that 42 vessels transited the strait of Hormuz between 9-10 August. That figure was not corroborated by vessel tracking and satellite information and could not be independently verified. "Maritime traffic through the strait of Hormuz is expected to remain at reduced levels across both the northern Iranian-controlled route and the southern Omani corridor," UKMTO said in its notice, describing vessel transits as being in the "single digits". Blockade enforcement continues The US continued to enforce its retaliatory blockade against Iranian ports, while Iran maintained the removal of the blockade as one of the necessary preconditions for the reopening of the strait. Centcom confirmed on 11 August that it disabled a cargo vessel, Vela Nova, attempting to violate the blockade imposed by the US on Iran, which was likely the "military forces" incident that the UKMTO announced earlier in the trading day . "A U.S. Navy MH-60 helicopter fired two hellfire missiles into the Vela Nova 's engine room after the ship's civilian crew ignored repeated warnings from American forces," Centcom posted on X on 11 August. Centcom has redirected 55 commercial vessels and disabled three others, including the Vela Nova . It also boarded two vessels to ensure compliance with the blockade. By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Mexico industrial output rebounds in June
Mexico industrial output rebounds in June
Mexico City, 11 August (Argus) — Mexico's industrial production expanded by 0.2pc in June from the previous month, marking gains in two of the second quarter's three months as construction showed signs of a tentative recovery. The June increase in Mexico's industrial activity indicator (IMAI), reported Tuesday by statistics agency Inegi, followed a revised 0.7pc contraction in May and a 2.1pc expansion in April. Industrial activity posted a cumulative net increase of 1.6pc over the second quarter. The June result matched the consensus forecast cited by Mexican bank Banorte. Construction, which accounts for 19pc of the IMAI, expanded by 3pc in June, rebounding from a 3.7pc decline in May after a 7pc increase in April. Within the sector, building construction rose by 4.8pc in June after falling 5.5pc in May. Civil engineering fell by 2.7pc, reversing a 4.5pc May increase. Weakness remained concentrated in manufacturing, which declined by 0.6pc in June after a 0.1pc drop in May and a 1.1pc increase in April. Ten of 21 manufacturing subsectors contracted in June. The heavily weighted transport equipment segment fell 3.2pc in June, its first decline since January and the steepest since July 2025. Machinery and equipment output fell by 1.4pc after a 3.1pc May increase, while electronic equipment expanded by 0.5pc after declining 0.1pc. Mining expanded by 0.6pc in June, led by a 10.5pc increase in related services, with the oil component also positive at 0.2pc. This follows 0.3pc expansion in May and a 0.2pc decline in April. Generation, transmission and distribution of electricity, natural gas and water rose by 0.9pc in June, marking its first monthly expansion of 2026 after contraction of 0.4pc in May. Industrial production returned to positive territory in annual terms, expanding 1.7pc in June from a year prior, with all four sectors posting increases. Mining was the top performer, rising 6.6pc, followed by construction at 5pc. Utilities rose by an annual 0.7pc, with manufacturing edging 0.1pc higher. By James Young Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Brazil’s inflation slows to 4.44pc in July
Brazil’s inflation slows to 4.44pc in July
Sao Paulo, 11 August (Argus) — Brazil's inflation slowed to an annual 4.44pc in July, with lower housing costs helping to offset higher electricity bills. The consumer price index IPCA decelerated from 4.64pc in June and 4.72pc in May, national statistics agency IBGE said on Tuesday. The latest decline puts inflation within the central bank's target range of 1.50-4.50pc. Food and beverage costs, which weigh heavily on the index, contributed the most to the monthly deceleration in the IPCA, decelerating to an annual 3.4pc in July from 3.82pc in June. Lower prices for coffee, fruits and vegetables largely drove the declines, IBGE said. Housing costs was the largest monthly contributors to the gain in the index in July, with its inflation accelerating to an annual 5.93pc from 5.85pc a month earlier, mostly thanks to electricity bills and tax readjustments for power supply in some southern states. Transport costs slowed to an annual 3.64pc in July from 3.95pc in June. Lower prices for ethanol, diesel, gasoline and compressed natural gas weighed on motor fuel costs, despite an increase in airfares The annual gain for July was down from 5.23pc in July 2025 . The central bank expects inflation to end 2026 at 5.03pc, above its 1.5-4.5pc expected range. It also expects inflation at 4.22pc for 2027 and 3.8pc for 2028. Brazil's central bank lowered its target rate to 14pc in its latest meeting , held last month, a fourth such quarter point cut since March after holding it at 15pc since mid-2025 to stem inflation. By Mariana Funchal Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Puerto Rico’s US LPG flows up on Jones waiver
Puerto Rico’s US LPG flows up on Jones waiver
New York, 11 August (Argus) — Puerto Rican propane buyers have purchased nearly a quarter of their annual propane demand from the US via Jones Act waiver shipments since mid-March, as major gas buyers there call for a permanent exemption. Since the start of US president Donald Trump's waiving of Jones Act requirements for US-US shipments on 18 March, five foreign-flagged vessels have carried 809,000 bl of propane in total from the US mainland to Puerto Rico, according to US Department of Transportation Maritime Administration (MARAD) data. This volume represents 24pc of the US territory's annual demand of around 3.33mn bl, according to Empire Gas chief executive Ramon Gonzalez. This marks a significant increase in US flows possible under the waiver compared to 2025, when zero shipments of US-loading propane made its way to the island. That year, the majority of shipments came from the Dominican Republic, Vortexa data show. Propane importers on Puerto Rico are calling for a permanent Jones Act exemption, arguing that supply security is of high concern given the island's vulnerability to regular hurricanes. There were 92 Jones Act eligible-vessels — meaning US owned, built and crewed by Americans — in operation in March 2026, but these were primarily tankers, with no LPG carriers represented, according to MARAD data. That means importers would not be able to import US propane even if they wanted to engage in the Jones Act market. "I believe a permanent exemption isn't simply something we'd like to have, it's something Puerto Rico genuinely needs," said Gonzalez, noting that propane was the most widely used fuel on the island for "everything from barbecues to power generation". The nearby US territory of the US Virgin Islands has been exempt from the Jones Act since it was passed in the 1920s. A permanent waiver would give "access to other markets and more supply security", according to LPG distributor Tropigas' vice president Luis Humberto Berrios. "We would love to see it." The US government renewed the temporary waiver for another 90 days on 10 August extending the access of propane for the island in the near term. By Delfina Marchese Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
中东局势升级下的全球大宗商品市场：供应链与价格重构
中东局势升级下的全球大宗商品市场：供应链与价格重构
Global Outlook for LDPE and EVA in Polyethylene Market
Global Outlook for LDPE and EVA in Polyethylene Market
Asphalt in the Americas: Volatility and Trade Dynamics
Asphalt in the Americas: Volatility and Trade Dynamics
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