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Golden Ten Data reported on April 15th that, according to a report released by data platform Hazeltree on Wednesday, as the Iran war enters its seventh week, hedge funds have flocked to energy stocks, with long positions increasing by more than 10% since February. Last weekend's U.S.-Iran negotiations ended without results, and the U.S. Navy has since blocked Iranian port oil tankers. This year, the energy sector has risen more than 22% alongside oil prices. The report states that 55% of companies tracked by Hazeltree hold long positions in energy stocks. The data covers 600 asset management institutions and 16,000 global stocks. Compared to February, 44% of asset managers have increased the number of their long holdings by more than 10%. Data from Morgan Stanley also shows that for the week ending April 10th, the energy sector was the only U.S. stock sector to see net inflows, with hedge funds increasing their long positions related to crude oil.

Jinse Finance reports that according to market data, BNB has surpassed $620, currently quoted at $620.01, with a 24-hour increase of 0.57%. The market is highly volatile, so please manage your risks accordingly.

UBS analysts wrote that the Middle East conflict could lead to downgrades in European corporate earnings, which means investors should focus on sectors where “pricing power and cost pass-through ability remain evident.” Due to stable demand for healthcare services, the profitability of the healthcare industry is generally insensitive to economic cycles. Among European fund managers surveyed in April, a net 25% believed that healthcare stocks would outperform other sectors. In afternoon trading, a basket of European healthcare stocks rose 0.8%, while the Europe-wide STOXX 600 Index, which covers all sectors, fell 0.1%.

April 14, the average market price of urea for small and medium granules in China was 1,885 yuan/ton, up 0.11% compared to April 7. On the supply side, there were short-term outages or production cuts in Inner Mongolia and other regions, causing a slight decline in local spot supply. On the demand side, agricultural rigid demand is following up fairly well, while industrial demand is more active. The current domestic urea market sees a good trading atmosphere, with strong willingness for just-in-time procurement. Looking ahead to next week, as temperatures gradually rise, both agricultural and industrial procurement needs are expected to continue, and there is still a slight probability of a further increase in domestic urea prices.

Golden Ten Data reported on April 15 that the South Korean government recently dispatched a special envoy to the Middle East and Central Asia, seeking to bypass the blocked Strait of Hormuz and find alternative oil supply channels. On the 15th, the envoy stated that more than 200 million barrels of crude oil had been purchased from multiple oil-producing countries unaffected by the Strait of Hormuz blockade, enough to supply South Korea for three months. On the same day, Chief Presidential Secretary Kang Hoon-sik held a press conference at the Presidential Blue House, briefing on his visit as the presidential envoy to Saudi Arabia, Qatar, Oman, and Kazakhstan. He said that by the end of the year, South Korea would import 273 million barrels of crude oil from these four countries, with about 200 million barrels to be imported from Saudi Arabia and transported via the Red Sea route. Saudi Arabia and Oman also promised to provide South Korea with a combined total of 2.1 million tons of naphtha, equivalent to the country's monthly import volume.

Glonghui April 15th ｜ Bank of America Chief Financial Officer: Factors such as supply chain, trade, interest rates, geopolitics, and technological development have supported the progress of strategic deal activities. Results and data indicate that consumers are showing resilience.

Golden Ten Data reported on April 15 that in its 2025 annual report and performance meeting, Hainan Mining disclosed a significant increase of 15.47 million tons in the lithium resource volume at the Bougouni project in Mali, stating that it meets JORC standards. However, another project shareholder, Kodal Minerals, refuted this, claiming the data is only an internal estimate without independent auditing or compliance verification. Hainan Mining responded that the disclosed data on spodumene resource volume and reserves in its annual report were updated by Bougouni project's company LMLB management based on the resource evaluation conducted during the reporting period, and that the calculation followed JORC standards with no issues of incomplete internal review. “We have noticed the announcement released by Kodal Minerals and have already communicated with them. In the future, both listed companies will strive to synchronize information disclosure as much as possible.”

Concerns over supply contraction have led to a continuous surge in paraxylene (PX) futures. China's PX import dependence has dropped from 40.39% in 2020 to 19.93% in 2025, but imports still approach 10 million tons. What is the current supply-demand and competitive landscape of China's PX industry? See the chart for a clear overview.