First Sentier Geared Australian Share Fund Complex ETF (LEVR)
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First Sentier Geared Australian Share Fund Complex ETF (LEVR) News
Express News | Northern Trust Expands Relationship With First Sentier Group to Support Irish Fund Structure
Express News | Northern Trust Expands Relationship With First Sentier Group to Support Singapore Unit Trust Offering
Winter storms in Chile disrupt copper mining; producers issue further warnings of tightening supply
① A deadly storm struck northern Chile, triggering floods and heavy snowfall, forcing the suspension of large-scale copper mining operations; mining activities and logistics in parts of Argentina were also affected. ② The storm represents a short-term disruption linked to El Niño, but analysts note that weather-related disruptions are becoming a recurring feature of global copper supply. ③ Beyond operational challenges posed by climate change, copper mining also faces declining ore grades and aging mines, contributing to a tightening of global copper supply.
BHP Group Ltd port workers plan to strike, potentially disrupting operations at the world's largest iron ore export terminal.
① Hundreds of workers at Port Hedland are scheduled to stage an eight-hour work stoppage from 2 p.m. to 10 p.m. on July 16; ② BHP Group Ltd stated: "A robust iron ore industry is in the interest of all Australians. We look forward to continuing constructive negotiations to reach a fair agreement while ensuring the safety and stability of our operations."
Centuria Capital Group Says First Sentier Group Became Substantial Holder
Centuria Capital Group (ASX:CNI) said the voting power of First Sentier Group and its related bodies corporate or associates was 5.02% in the firm as of Wednesday, and it became a substantial holder,
CITIC Securities: Supply disruptions in copper mines re-emerge, with annual production forecasts officially entering a decline.
As Freeport once again postponed the resumption of its Indonesia project and comprehensively lowered its production guidance for 2026-27, global major copper mining enterprises’ production expectations for 2026 have officially entered a decline. Additionally, the potential impact of subsequent extreme weather may lead to an expansion of supply disruptions. CITIC Securities anticipates that the recent unexpected destocking in China, reflecting robust supply-demand logic, along with easing macroeconomic pressures, will drive copper prices to stabilize above USD 13,000 per ton in Q2 2026. Amid expectations of a supply-demand imbalance, copper prices are likely to test previous highs. CITIC Securities highlights the investment opportunity in the copper sector driven by the synergy of profit elasticity and valuation upside. Copper supply disruptions re-emerge, leading to a formal reduction in annual production forecasts.
Not Just Fertilizers! The 'Sulfur Shortage' is Triggering a Chain Crisis – Will Copper and Nickel Supply Become the Worst Hit?
① In the past few weeks, the turmoil in the global aluminum market triggered by the Iran war has frequently appeared in media reports. Now, its impact is further spreading to the supply chains of two other major industrial metals, copper and nickel; ② The transmission medium of this chain reaction is sulfur—a byproduct of the petroleum and natural gas industries in the Gulf region. Since the closure of the Strait of Hormuz on February 28, a significant portion of its supply has effectively been cut off.
A 120% surge in just 10 months! Lithium prices reach a crossroads—how are companies in the supply chain responding?
①Industry insiders generally believe that, on the one hand, overseas demand for household energy storage, commercial and industrial energy storage, and data center energy storage is relatively strong; on the other hand, AI computing power and the big data industry have further driven related demand. ②Defang Nano stated that due to the rapid increase in overseas demand for lithium iron phosphate, coupled with overseas battery companies accelerating their shift towards the lithium iron phosphate route, the company's export business has shown a growth trend.
Express News | Northern Trust Extends Global Relationship With First Sentier Group Through U.S. Mutual Fund Transition