能源與大宗商品 研報

Citi 2026-09-18

Vale (VALE.N) CEO Roundtable: Iron ore in the cost curve and other takeaways

公司報告 EN 11 頁

JPMorgan 2026-09-18

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

產業報告 EN 47 頁

Bernstein 2026-09-14

Global Metals & Mining: Copper inventories and the final chapter of tariff risk?

產業報告 EN 21 頁

Barclays 2026-09-11

Post Summer Catch-Up On Industry Headlines

產業報告 EN 10 頁

Morgan Stanley 2026-09-08

European Steel & Aluminium Policy Roadmap

產業報告 EN 16 頁

JPMorgan 2026-09-05

Brazil Iron Ore & Steel: Secex August Data: Imports Weak, Exports Strengthen

產業報告 EN 12 頁

JPMorgan 2026-08-17

Energy Infrastructure/MLPs Weekly: Midstreamers Largely Beat in 2Q; KMI Sanctions Western Gateway; Comps; News Flow; Midstream Leads Market

產業報告 EN 24 頁

Goldman Sachs 2026-08-14

Japan Focus of the Week: Q2 GDP, July National CPI, July Trade

經濟報告 EN 10 頁

JPMorgan 2026-08-14

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

產業報告 EN 47 頁

Goldman Sachs 2026-08-04

Energy Price Rebound Risks Reviving EM Inflation Concerns

產業報告 EN 33 頁

Goldman Sachs 2026-08-04

The Volatility Arbiter: How China Policy Shapes Global Commodity Risk

市場報告 EN 11 頁

JPMorgan 2026-08-02

Asia Edge: Debt buybacks and inflation risks

經濟報告 EN 6 頁

JPMorgan 2026-07-29

Credit Bulletin: Deleveraging and Growth Story Intact Despite Leadership Churn

市場報告 EN 11 頁

JPMorgan 2026-07-24

鋁市概覽：儘管市場存在缺口，但供應增長擔憂導致價格大幅下跌；在2027/28年供需趨於寬鬆之前，顯性庫存仍處高位。

市場報告 EN 31 頁

Morgan Stanley 2026-07-24

EA宏觀與能源衝擊，我們處於何種境地？

經濟報告 EN 12 頁