Syz the moment

Source: Visual Capitalist

Source: Elements

While the world debates about Artificial Intelligence and how quickly can put its flag on Mars, there are huge portions of Africa non even able to have electricity ⚡️More than 600 million of Africa people do not access to electricity. Source: Alexandro Blasi

energy has been by far the best-performing sector during the Biden administration. Source: HolgerZ, Bloomberg

Source: Michael A. Arouet

They are now down to just 72.9% of full, significantly below the average for recent years. Gas prices rise accordingly by 4.3% this morning. Source: Bloomberg, HolgerZ

"In 2025, our focus shifts from hashtag#decarbonization to the wide range of factors driving the supply, demand, and delivery of hashtag#energy across geographies. The common thread is the potential for rapid evolution. Four key dynamics: (1) an increasing focus on energy security; (2) the massive growth in energy demand driven by trillions of dollars of hashtag#AI hashtag#infrastructure spend, to be met by both fossil fuel-powered plants and hashtag#renewables; (3) innovative hashtag#energy hashtag#technologies such as carbon capture, energy storage, nuclear power, and power grid optimization; and (4) increased electrification across many industries. Relatedly, we continue to believe that carbon emissions will likely exceed the targets in various nations’ climate pledges. Hence, we expect focus to shift toward climate adaptation and resilience technologies/business models". Source: Morgan Stanley, zerohedge

By comparison, storage levels were 91% full in 2023 and 88% in 2022. Source: HolgerZ, Bloomberg