アメリカEIA製油所の原油実行の変更

アメリカEIAガソリン生産の変化

アメリカEIAクッシング原油在庫の変化

アメリカEIA原油輸入の変化

Tin futures rose to $32,575 per tonne in May, the highest in one month as the return of trade flows between the US and China supported the demand outlook for manufacturing. The US and China lowered their tariffs against each other for the next 90 days to lift the outlook on manufacturing. The sector was further supported by the PBoC lowering its reserve requirement ratio and its 7-day reverse repo rate to stimulate economic activity. On the supply front, major producer Alphamin Resources restarted operations in its tin mine in the DR Congo, after earlier insurgency by militant groups had forced workers to evacuate the area. Elsewhere, Myanmar's Wa State held meetings to discuss issuing mining permits and restart activity int he tin hub. The meetings were previously delayed due to the earthquake that hit the country in late March.

Tin Extends Rebound to 1-Month High

Poland posted a trade deficit of €1,895 million in March 2025, a sharp reversal from a €293 million surplus in the same month last year. Imports surged by 9.1% to €31.1 billion, reflecting strong domestic demand amid a gradual economic recovery. The increase in imports was led by robust demand for consumer goods—particularly a double-digit rise in durable goods—as well as higher purchases of intermediate and capital goods. Meanwhile, exports rose modestly by 1.4% to €29.2 billion, constrained by the weakening European automotive sector and rising competition within EU markets. Foreign sales of automotive parts and consumer durables fell sharply, weighing on overall export performance.

Poland Trade Surplus Reverses Amid Surging Imports

The S&P/TSX Composite Index fell about 0.2% to dip below the 25,600 mark on Wednesday, pulling back after a strong rally driven by easing global trade tensions and softer-than-expected US inflation data, as investors awaited further progress on trade agreements. Canadian equities had climbed for six consecutive sessions through Tuesday, buoyed by signs of cooling US inflation and the prospect of improved global trade dynamics. However, the momentum faded as major miners dragged the index lower, with Agnico Eagle, Wheaton Precious Metals, Barrick Gold, and Franco-Nevada shedding between 1.6% and 2.5%, in tandem with a continued slide in bullion prices. Energy shares also declined amid falling oil benchmarks. In contrast, Shopify stood out on the upside, gaining around 3% and offering some support to the broader market.

TSX Halts 6-Day Win Streak

US stocks were higher on Wednesday, with both the S&P 500 and the Dow Jones rising 0.2% while the Nasdaq added 0.6%. The gaisn come after the S&P 500 turned positive for the year the day before, although momentum from the recent rally, driven by US-China tariff reductions, appeared to be waning. Investors were also closely watching President Trump’s visit to the Middle East, which has drawn attention from markets. The tech sector was by far the top performer while real estate and utilities underperformed. Nvidia shares jumped over 3%, building on a 5.6% gain from the previous session as the company will supply more than 18,000 AI chips to Saudi Arabia. Meanwhile, Super Micro Computer soared 17% after entering a $20 billion partnership with DataVolt, a Saudi-based data center operator. Among megacaps, Apple and Amazon traded around the flatline while Microsoft (0.4%), Meta (0.8%), Alphabet (+0.6%), and Tesla (+2.7%) traded higher.

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