TNTasneem Nashrulla

1. Article · Jul 28, 2026 · Tasneem Nashrulla

   China crude imports tick up (opens the original)

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   China's crude imports have ticked up, but analysts said the rebound was unlikely to signal a return to pre-war levels. The increase reflects stranded cargoes clearing the Strait of Hormuz and more purchases of Russian oil, "rather than a meaningful improvement in refinery demand," a Kpler analyst said. Experts predict only a modest recovery in China's near-term crude demand, as its buyers historically only replenish stocks when oil is cheap, as well as an electrification push. Higher fuel prices

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2. Article · Jul 7, 2026 · Tasneem Nashrulla

   DeepSeek’s AI chip plans (opens the original)

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   DeepSeek is developing its own AI chip, Reuters reported, in a move that could reshape China's domestic semiconductor race while also ramping up pressure on US chip giant Nvidia. The Chinese AI startup is seeking to reduce reliance on Nvidia and Huawei chips to train and run its breakthrough models. The self-sufficiency push comes as Nvidia's market share in China has eroded owing to US export controls, with Huawei set to capture roughly 50% this year. But Huawei's domestic dominance is being ch

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