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19 Feb 2024

Energy is the most de-correlated sector to Tech.

Source: BNP

15 Feb 2024

NVIDIA is now bigger than the entire energy sector.

This makes sense because one is needed to get through everyday life. Source: Bloomberg

15 Feb 2024

The big crocodile jaw...

No need for energy anymore?

9 Feb 2024

With a $3 trillion market cap, Microsoft is twice the size of the entire energy sector in the S&P 500, which generates double Microsoft’s annual free cash flow.

Source: Tavi Costa

25 Jan 2024

European natural gas prices have fallen massively from 2022 levels, so why is German manufacturing doing so badly?

Because - even with all the declines since 2022 - naturalgas prices are over 60% ABOVE their historical averages. That's a huge adverse energy shock hitting Europe. Source: Robin Brooks

15 Jan 2024

Natural Gas is now up 54% since the December 13th low and has traded green in 8 of the last 9 days.

Source:, Bloomberg

15 Jan 2024

URANIUM GOING PARABOLIC as prices surges above 100 for the first time since 2007 and reaches its most overbought level in history...

Source: Barchart

11 Jan 2024

While renewables energy have been a bug disappointment for investors over the last few years, long-term forecasts for offshore wind capacity remain quite attractive.

Growth still remains strong at 22% CAGR until 2030, 11% CAGR between 2030 and 2040 and 5% CAGR between 2040 and 2050. In the next 12 months, more than 80GW of auctions will be started or concluded globally. Source: Bernstein, TME

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