미국의 5월 제조업 활동이 신규 주문과 생산 회복에 힘입어 4년 만에 최고 수준으로 확대되었습니다. 공급관리협회(ISM) 발표에 따르면 5월 제조업 구매관리자지수(PMI)는 54.0으로, 5개월 연속 확장세를 보였습니다.
US Trade Representative Jamieson Greer anticipates China will annually purchase billions in US agricultural products over the next three years. However, Chinese analysts suggest new purchases beyond soybeans will be incremental, as Beijing prioritizes domestic needs and supply goals.
Larsen & Toubro's Power Transmission & Distribution division secures significant EPC orders for extra-high voltage substations in the Middle East, ensuring reliable power supply and grid decongestion.
China's manufacturing PMI fell to 50.3 in April from March's year-high, beating expectations of 50.1, while non-manufacturing PMI dropped to 49.4. The composite PMI slipped to 50.1, signaling economic slowdown as new orders decline. China is preparing for a Xi-Trump summit in May seeking clarity on Section 301 tariffs.
At least two Swiss firms and one Singapore-based company have placed VLCC orders with Chinese shipyards in recent weeks. Switzerland's Advantage Tankers ordered two 307,000-DWT VLCCs for delivery in 2028-2029, while Geneva-based Mercuria Energy Group signed contracts worth nearly US$650 million for up to four VLCCs and two LR2 tankers. Singapore's Yangzijiang Maritime Development ordered eight VLCCs – its first venture into the large-tanker segment – with deliveries planned between 2028 and 2030.
