Syz the moment

Source: Connor Bates

If you think the energy transition is just about solar panels and wind turbines, you’re missing the biggest structural shift in the market right now. Uranium is no longer just a commodity. It is becoming a top-tier strategic asset. 🛡️ Here is why the "Nuclear Renaissance" is reaching a boiling point: 1️⃣ The AI Power Hunger 🤖 Large language models don't just need data; they need uninterrupted, carbon-free baseload power. * Tech giants (Amazon, Google, Microsoft) are pivotting to nuclear to power their massive AI data centers. Unlike renewables, nuclear provides the 24/7 "always-on" energy that AI requires to function. 2️⃣ Extreme Supply Concentration 🇰🇿 The global supply map is shockingly narrow. Kazakhstan dominates the market, producing ~40% of the world’s uranium. Canada and Namibia form the critical "second tier" for Western energy security. In a world of geopolitical tension, depending on a single region for 40% of your fuel is a massive risk. 3️⃣ The Looming Deficit 📉 The math doesn't add up. We are seeing record reactor restarts and new builds globally. Primary mine production is lagging behind actual reactor requirements. Secondary supplies (stockpiles) are thinning out fast. The Bottom Line: As we move toward a high-tech, low-carbon future, the demand for "reliable green power" is skyrocketing—but the "fuel" for that power is controlled by just a handful of players. In a tight, concentrated market, security of supply is the only thing that matters. Source: Jack Prandelli on X

Source: MAGS 🔑⛏️🚒 @Crypto_Mags

Source: Ayesha Tariq, CFA

The chart shows Exxon Mobil’s total return, including dividends This happened in a year where oil prices fell below $60, and Exxon Mobil raised its 2030 free cash flow targets by $35 billion Now imagine what happens if oil prices start rising again Source: Karel Mercx @KarelMercx

Interesting comment by Gert van Lagen @GertvanLagen on X: $BTC / GOLD is hitting the purple downtrend on RSI for 5th time in history. 🟠Occurrences: + Bear market bottom 2011 + Bear market bottom 2015 + Bear market bottom 2018 + Bear market bottom 2022 + Bear market bottom 2025 ? Each time a higher low on BTC/GOLD was printed 🟠

Source: zerohedge

For years, Italy and Spain were labeled the "risky periphery" of the Eurozone. Today? They are the new safe havens. Here is what’s happening in the markets right now (and why you should care): 1. The 16-Year Milestone 📉 Italian and Spanish borrowing costs have hit their lowest levels relative to Germany since 2009. The "risk gap" is evaporating. 2. The "Tale of Two Europes" ↔️ While the South is belt-tightening and growing, the traditional "safe" anchors are drifting: Spain: Set to be the world’s fastest-growing large advanced economy in 2025 (2.9% GDP growth). Italy: Winning over markets with fiscal discipline and a crackdown on tax evasion. France: Struggling with political turmoil and a budget deficit that has pushed its borrowing costs above Spain’s. 3. From "PIIGS" to "Prudent" 💎 Remember the Eurozone crisis? That memory is being replaced by a new reality. Fund managers like Vanguard and BNP Paribas are no longer seeing these as "distressed" assets. They are seeing them as core investments. 4. The Institutional Shift 🏦 The ultimate signal? Ultra-cautious central banks are now looking at Italian and Spanish debt for their foreign reserves. That is the highest stamp of approval a sovereign bond can get. The Lesson: Markets have long memories, but they aren't static. Resilience is built in the tough times. The "periphery" isn't the periphery anymore. It’s the engine. 🚀 Agree? Or is this just a temporary honeymoon phase for the South?