US refined product imports (API) for week to June 26: +213,000 b/d, prior -152,000 b/d.

The Philadelphia Semiconductor Index has surged 81% in Q2 and is on track for its strongest quarter ever with one trading day remaining. By comparison, the Nasdaq-100 is up 25% and the S&P 500 14% for the quarter. Last week’s selling wiped 7.9% off the semiconductors index, the largest weekly drop since April 2025; on Monday the index swung from down 3.2% intraday to finish up 3.8%. Cantor Fitzgerald senior MD and technical strategist CJ Muse said the six-month rally was driven by heavy investment in AI infrastructure but investors are starting to question its sustainability. His principal concern is whether hyperscale data-center operators will be able to maintain and expand spending after 2026; he said he does not expect the investment boom to end imminently.

多晶硅主力合約日內漲幅達4.00%，現報36600元/噸。