-- 根據彭博社引述知情人士報道，招商局集團正在洽談加入一個財團，計畫收購長江和記實業（HKG:0001）旗下的港口。 知情人士和彭博社報告稱，此舉旨在協助中國遠洋海運集團為這筆交易提供融資。 據悉，這筆交易將涉及收購40多個港口，由於背景複雜且需要獲得中美兩國的批准，因此需要長時間的諮詢。 報道稱，貝萊德集團旗下的全球投資計畫（GIP）和碼頭投資公司目前也是該財團的成員。 長江和記實業計畫出售43個港口，預計交易金額超過190億美元。該計畫於2025年宣布，受地緣政治緊張局勢的影響，該計畫先前曾遭遇各種阻礙和延誤。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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Hormuz Shipping Near Standstill as Oil Tops $100/bbl, Bloomberg Analysis Says
Dual blockades have halted most Hormuz shipping, leaving only a few Iran-linked vessels moving as oil trades above $100 per barrel, according to a Bloomberg analysis on Monday.Iranian and US blockades have shut the Strait of Hormuz, leaving the key global energy corridor largely inactive, the analysis said.Only a small number of vessels, mainly tied to Iran, are transiting as most operators avoid the route after last week's escalation, according to the analysis.Iranian gunboats fired on ships while US forces seized two oil tankers last week, sharply increasing risks and reducing traffic through the strait, the analysis said.Three Iran-linked vessels moved out of the Persian Gulf through the strait Monday morning, with no ships entering during the same period, according to vessel-tracking data compiled by Bloomberg.Two bulk carriers and one liquefied petroleum gas tanker linked to Tehran exited the Gulf on Monday, extending a period of limited shipping activity, the analysis said.Only a handful of vessels departed Sunday, including an Iran-linked fuel tanker, a bulk carrier, and two regional cargo ships, while a China-linked fuel tanker entered the Gulf, the analysis added.Several Iran-linked vessels remained near the Gulf of Oman after exiting, leaving uncertainty about whether they paused for regional stops or were delayed by the US naval blockade, the analysis said.Ships continuing transit used a narrow northern corridor near Larak and Qeshm islands, a route approved by Iranian authorities for limited passage.The US blockade is prompting vessels to switch off tracking signals, reducing visibility and making it harder to measure actual traffic volumes, according to the analysis.Limited tracking data may lead to higher reported ship numbers later when vessels reappear outside risky areas, showing gaps in real-time monitoring, the analysis noted.Even before recent restrictions, Iran-linked vessels often disabled tracking near Hormuz and reactivated signals near the Strait of Malacca about 13 days from Kharg Island, the analysis said.
Mining & Metals
Deutsche Bank Sees USD/CAD at 1.25 at End 2028 From Current 1.37
Deutsche Bank said it sees USD/CAD at 1.25 at the end of 2028 from the current 1.37 level.At the end of this year, USD/CAD the bank's forecast is for 1.33, while it's 1.27 at the end of 2027 as the Canadian dollar (CAD) strengthens against the US dollar (USD).
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US Markets
Oil Prices Rise Amid US-Iran Stalemate
Crude oil prices rose Monday as US-Iran talks appeared to have stalled, even as Tehran reportedly offered a new proposal for reopening the Strait of Hormuz.West Texas Intermediate crude futures were last up 2.4% at $96.64 per barrel. Brent advanced 3.2% to $108.73.Iran's Foreign Minister Seyed Abbas Araghchi visited Pakistan twice over the weekend, while President Donald Trump called off US officials' previously announced trip to Islamabad.Iran has submitted a proposal to reopen the Strait of Hormuz and delay talks on uranium enrichment, Axios reported, citing a US official and two other sources.Uranium enrichment and Iran's control of the crucial waterway have been key sticking points during talks between between Washington and Tehran.A Pakistan-brokered ceasefire between the US and Iran paused American and Israeli strikes on Tehran, but there's no framework yet for a long-lasting peace deal."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING Bank Head of Commodities Strategy said in a note on Monday. "The lack of progress means the market is tightening every day, requiring oil prices to reprice at higher levels."