In today’s briefing:
- [IO Fundamentals 2025/23] Deflation Concerns and Declining Portside Inventories
- Cambodian Tire Sector Propels Domestic Rubber Amid Price Rally
- CAPT: Completes Purchase of Antiplano Royalty
- Uni-Fuels Holdings: Initiation of Fast Growing Marine Fuels Supplier Entering a New Growth Phase
[IO Fundamentals 2025/23] Deflation Concerns and Declining Portside Inventories
- China’s CPI plunged 0.1% YoY in May-25, while producer prices declined by 3.3% driven by softening domestic demand and US tariff tensions.
- China’s iron ore imports declined due to seasonal factors and early clearances, while strong steel exports may pressure prices amid front-loaded global supply.
- Iron ore portside inventories fell further in early June, but weakening demand and slower pick-up volumes may soon reverse the trend and pressure prices.
Cambodian Tire Sector Propels Domestic Rubber Amid Price Rally
- Rubber exports fetch US$148 million despite volume decline
- Two big tire factories bring $335 million investment
- Local tire demand is reshaping rubber supply priorities
CAPT: Completes Purchase of Antiplano Royalty
- What you need to know: • Capitan Silver announced it has completed the purchase of the Altiplano Royalty at the Cruz de Plata Silver-Gold Project.
- • The royalty was eliminated through a series of cash and share payments which totalled US$1.0M.
- • On Monday (June 9th) Capitan announced an LOI to acquire 100% ownership of the remaining land surrounding the Cruz de Plata Project, read our note on this here.
Uni-Fuels Holdings: Initiation of Fast Growing Marine Fuels Supplier Entering a New Growth Phase
- Uni-Fuels (NASDAQ: UFG) is a fast-growing global provider of marine fuels solutions, helping shipping companies optimize fuel procurement across various international markets and time zones.
- The company currently operates in Singapore, Dubai and Seoul and plans to expand globally including new offices in Asia, Europe and the Americas.
- The company went public in January 2025 raising $9.7 million in gross proceeds including February overallotment.
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