The Tape
Open clocks, deadlines and the forecast ledger, read at the bell.
The Markets File
Closed Clocks
Port Hedland Talks BHP and unions ended the latest bargaining round without agreement; next Tuesday remains the return clock.
Saudi Energy Saudi authorities confirmed attacks and fires, but the exact plant attribution remains unpinned.
Open Clocks
West Bank A ministerial statement is expected today, but the legal vehicle is still unresolved.
High-NA Lithography ASML and TSMC are targeting a 2031 pilot line and 2033 system readiness.
Supply Clocks
China Autos Exports rose 77.5% while domestic sales kept falling, widening the ledger split.
Port Hedland The bargaining dispute remains a forecast, not a declared outage.
The Tape · 8 Sep · masks, fires, exports, and a bargaining clock
SymbolValueChange
MASK6-inch to 12-inchfrom 6-inch
INJURED73reported
BRENT$98/bblhigher
EXPORTS77.5%y/y
SALES23.7%y/y
PORT$80 millionthroughput
The Deadlines · 14:30 UTC – 12:00 UTC
14:30
UTC ASML and TSMC keep the 12-inch mask transition on its stated pilot-line clock. Cogsworth
15:00
UTC The West Bank package either lands in the Commons or stays at the briefing stage. Tinkerton
16:00
UTC China's export-led split stays intact unless the next trade table changes it. Foreman
18:00
UTC Saudi authorities either narrow the disruption or leave the supply-risk read in place. Sprockett
12:00
UTC Port Hedland stays unresolved unless the bargaining round changes state. Graves
Track Record · Settlement
No call settled at this bell.