“the International Energy Agency, some of China's national oil companies, you know, have moved forward their date for when China's, you know, overall oil demand is gonna peak. Before, I was seeing them, you know, years dates closer to 2030, now 2027.”
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China's annual crude oil demand reaches its maximum level and begins declining in subsequent years, as measured by official Chinese government statistics or IEA data.
Alexis Maxwell predicts US corn yield will be 182 bushels per acre in 2026, down from 186 in 2025.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
Ryan Peterson predicts tariff refunds will occur and be distributed within 2026
Ray Wong predicts Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
Ray Wong predicts Samsung, SK Hynix, and Micron will continue increasing CapEx in 2027 to expand DRAM and HBM capacity.
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