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Demand

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China’s cooling demand and rerouted exports temper oil market turmoil
business19 days ago

China’s cooling demand and rerouted exports temper oil market turmoil

Oil prices rose past $100 amid renewed Middle East tensions and a Saudi East-West pipeline outage, but China’s falling imports and large stockpiles helped cap gains as demand shifts toward EVs and gas; Saudi exports are being rerouted via Sohar to bypass Hormuz. Price forecasts vary widely (around $120 by year’s end to about $55 by 2027). For Australia, the takeaway is to reduce diesel reliance and diversify toward LNG and electrification.

via The Conversation|
#business#china#demand
iPhone 18 Pro Demand Appears Tepid, But Readings Are Qualitative, Not Definitive
technology25 days ago

iPhone 18 Pro Demand Appears Tepid, But Readings Are Qualitative, Not Definitive

Analyst Jeff Pu says iPhone 18 Pro models show lukewarm demand based on pre-order wait times, with most configurations available for immediate delivery and Pro Max waits generally shorter (up to three–four weeks for popular color/Storage combos). The picture is nuanced: there’s no official Apple sales data, and pre-orders for the anticipated iPhone Duo could shift demand; production yields and other methods for estimating demand add uncertainty, so a lukewarm reading today doesn’t conclusively signal weaker long-term demand.

via 9to5Mac|
#demand#iphone-18-pro#iphone-18-pro-max
iPhone 18 Pro Pre-Orders Signal Tepid Demand, Analyst Says
technology25 days ago

iPhone 18 Pro Pre-Orders Signal Tepid Demand, Analyst Says

GF Securities analyst Jeff Pu says iPhone 18 Pro pre-orders are lukewarm, with 3–4 week waits for Pro Max 256GB/512GB in the U.S. and 2–3 weeks for Glacier 1TB in China; many other Pro Max configurations are available to ship immediately. Demand is blamed on limited upgrades and higher prices, especially for higher‑storage models. The iPhone 18 Pro starts at $1,199 and Pro Max at $1,299, while pre-orders for the iPhone Duo begin Oct 16. Pu has cut his production outlook for the 18 Pro/Pro Max to 72 million and reduced the Duo build to 6 million, keeping a Hold rating and a $369 target for Apple.

via MacRumors|
#demand#iphone-18-pro#jeff-pu
iPhone 18 Pro Pre-Orders Signal Tepid Demand Amid Mixed Availability
technology25 days ago

iPhone 18 Pro Pre-Orders Signal Tepid Demand Amid Mixed Availability

Pre-orders for the iPhone 18 Pro and Pro Max indicate softer demand than usual, with the Pro Max showing longer delivery estimates (early–mid October) while several storage/color combos are available for in-store pickup starting Sept 18. Apple’s supply appears capable of meeting demand more smoothly than in past launches, and analysts caution that shipment times aren’t a perfect measure of interest, especially with the iPhone Duo and other competitors on the horizon.

via PhoneArena|
#apple#demand#iphone-18-pro
China Demand for Ferrari Luce Pushes Deliveries to 2027 as 2026 Allocation Fills
business2 months ago

China Demand for Ferrari Luce Pushes Deliveries to 2027 as 2026 Allocation Fills

Ferrari’s first electric model, Luce, is drawing notable Chinese demand, with reports that orders in China could push deliveries to 2027 as Ferrari’s global 2026 allocation is said to be filled; in China the car is priced around 3.99 million yuan and deposits of 400,000–500,000 yuan are being requested. Early claims of an 88-unit “sellout” are attributed to dealer quotas rather than confirmed customer orders, and Ferrari aims to produce about 2,500 Luce units through 2030 with limited test-drives as regional data remains unconfirmed.

via carnewschina.com|
#business#china#demand
Coca-Cola raises outlook after solid Q2 beat on strong demand
business2 months ago

Coca-Cola raises outlook after solid Q2 beat on strong demand

Coca-Cola beat Q2 estimates, posting adjusted EPS of 97 cents on revenue of $13.38 billion (vs. 93 cents and $13.16 billion expected), with net income of $4.43 billion. Organic revenue rose about 6% and global unit-case volume grew 5%, as all segments posted growth. The company raised its full-year targets to about 9%-10% EPS growth and roughly 5% organic revenue growth. Shares edged higher in premarket trading amid the upbeat results and guidance.

via CNBC|
#business#coca-cola#demand
Oil markets wobble as Iran war tightens Hormuz and China cools demand
markets2 months ago

Oil markets wobble as Iran war tightens Hormuz and China cools demand

Global oil markets are caught between a supply shock from the Iran war and a stubborn demand slump, led by China. After Hormuz briefly reopened, hundreds of millions of barrels moved, but buyers largely stayed away, forcing steep discounts and leaving some oil stranded on tankers. Iran has pushed its crude toward China, which has pared purchases as EV growth and refinery limits cap demand, aided by large Chinese stockpiles. Overall demand is about 4 million barrels per day lower than prewar levels, while regional refinery attacks keep supply volatile. With inventories like the US SPR at low levels and forecasters divided on the rebound (IEA, JPMorgan, Goldman Sachs), any price recovery hinges on China restocking and broader demand revival, a path still uncertain as geopolitical tensions persist.

via CNN|
#china#demand#iran-war
Offseason travel goes year-round as airlines stretch Europe routes
business3 months ago

Offseason travel goes year-round as airlines stretch Europe routes

Record heat and crowds are driving a boom in offseason international travel, with airlines extending Europe routes and blending shoulder seasons into the main travel period to capture high‑spending customers. United extends its Newark–Palermo service into December, Delta keeps Rome flights through January, and American runs Edinburgh earlier in the year, all while jet fuel costs press profits. Airlines are shifting maintenance and crew planning to maximize year‑round aircraft use and rely on premium fares to offset costs. Demand remains strong even as prices moderate, and trackers note growing winter bookings in places like Sicily as wealthier travelers seek year‑round experiences, with Alaska Airlines expanding transatlantic service as part of the broader shift.

via CNBC|
#aviation#business#demand
Valve shifts Steam Controller delivery windows as demand outstrips supply
technology3 months ago

Valve shifts Steam Controller delivery windows as demand outstrips supply

Valve says demand for the Steam Controller has exceeded expectations, prompting an updated reservation system that now shows three possible delivery windows: By September 2026, By December 2026, or In 2027. Existing reservations will see one of these windows, while new orders are unlikely to arrive this year and are forecast to reach customers in 2027. Valve reiterates it will continue producing the controller, which aims to mimic a Steam Deck-like PC-to-TV experience, despite being a niche product.

via Eurogamer|
#delivery-estimates#demand#reservations
IEA Warns of Looming Oil Glut in 2027 If Iran War Ends
energy3 months ago

IEA Warns of Looming Oil Glut in 2027 If Iran War Ends

IEA cuts its 2026 oil-demand outlook as high prices weigh on consumption, and warns that a post-war supply rebound could create a sizable oil overhang in 2027: supply around 110 mb/d versus demand near 105.3 mb/d, with inventories stressed and prices easing. A potential U.S.–Iran deal and reopening of the Strait of Hormuz could gradually restore flows, but full normalization may take months.

via CNBC|
#demand#energy#iea
Knicks Finals Frenzy Sends MSG Ticket Prices Skyward
sports4 months ago

Knicks Finals Frenzy Sends MSG Ticket Prices Skyward

With the Knicks in the NBA Finals for the first time since 1999, MSG ticket prices have skyrocketed: the get-in price for Game 3 is about $10,085 and for Game 4 about $11,814, while the average prices are $6,487 and $7,163—the highest ever for an NBA Finals. By comparison, Game 2 in San Antonio carried a $600 get-in. The surge is driven by New York pent-up demand and the city’s market size; TickPick notes a sizable share of buyers for the San Antonio game were from NYC/NJ, and expects prices to stay elevated as the series could go to seven games.

via Gothamist|
#demand#knicks#madison-square-garden
SpaceX IPO Draws About $150B in Demand, Roughly Doubling Its Goal
business4 months ago

SpaceX IPO Draws About $150B in Demand, Roughly Doubling Its Goal

SpaceX’s IPO is attracting about $150 billion in investor demand—roughly double the $75 billion it aims to raise—marking what would be the largest IPO ever. The deal is still in marketing, with final pricing and allocations set next week, and orders could shift as large institutions tend to bid late. The roadshow emphasizes SpaceX’s rocket-launch and Starlink businesses, plus a touted $23 trillion AI market, arguing that space-based infrastructure could unlock vast future compute and connectivity opportunities.

via Yahoo Finance|
#business#demand#ipo
commodities4 months ago

JPMorgan trims gold outlook on cooler demand, eyes second-half rebound

JPMorgan cut its 2026 gold price forecast to $5,243/oz from $5,708 due to softer near-term demand, but keeps a bullish longer-term view with a year-end target around $6,000/oz; the pullback is seen as a pause, with demand expected to reaccelerate in H2 as inflation tail risks ease after potential Iran-related D/E developments and a possible Strait of Hormuz reopening. The bank also trimmed its 2026 central-bank purchases to 640 tonnes and ETF inflows to about 400 tonnes, while warning that a strong U.S. jobs market and higher inflation could prompt Fed rate hikes and ETF outflows. Gold remains range-bound near $4,340–$4,730, with catalysts including geopolitical developments and policy signals shaping the path to a recovery.

via Investing.com|
#commodities#demand#etf-inflows