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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 21 Sep 2026 - - - #### $GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News Greenland Energy shares surged 164.17% to $3.17 following reports of Trump's 🇺🇸 security agreement between the US and Greenland. Source: Q-Tech News [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![$GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News](https://blog.syzgroup.com/hubfs/1789993550849.jpg) ![$GLND Greenland Energy is Up +164% pre-market on Trump's Security Agreement News](https://blog.syzgroup.com/hubfs/1789993550849.jpg) 11 Sep 2026 - - - #### Europe is entering winter with its lowest natural gas reserves in 15 years And this was a calculated gamble. Storage facilities are just 67% full—13 percentage points below last year—as Europe bet on the Strait of Hormuz reopening and Qatari LNG supplies returning. Neither happened. Dutch gas futures are now approaching €80/MWh, while spot prices have surged 75% since June. Europe’s energy gamble is becoming America’s windfall. US LNG exporters can sell every cargo they are able to load. One region’s supply risk is another region’s pricing power. Source: Kurt S. Altrichter, CRPS [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Europe is entering winter with its lowest natural gas reserves in 15 years](https://blog.syzgroup.com/hubfs/1789123228404.jpg) ![Europe is entering winter with its lowest natural gas reserves in 15 years](https://blog.syzgroup.com/hubfs/1789123228404.jpg) 24 Jul 2026 - - - #### U.S. fossil fuel power investment is now outpacing China's for the first time in decades Source: Hedgeye, FT, IEA [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![U.S. fossil fuel power investment is now outpacing China's for the first time in decades](https://blog.syzgroup.com/hubfs/1784819835082.jpg) ![U.S. fossil fuel power investment is now outpacing China's for the first time in decades](https://blog.syzgroup.com/hubfs/1784819835082.jpg) 21 Jul 2026 - - - #### The uranium supply story is becoming impossible to ignore Global nuclear reactor capacity is projected to grow 44% over the next decade. Every new 1 GW reactor requires: ~400 tonnes of uranium for its initial core load. ~160 tonnes per year thereafter to keep operating. Here's the catch: The first core loads alone for the reactors currently planned would consume uranium equivalent to nearly 90% of today's annual global mine production. That's before a single kilowatt-hour of electricity is produced. The market isn't just facing rising annual demand. It must first fill an enormous pipeline of initial fuel requirements. This is why many investors believe the structural bull case for uranium is still in its early stages. Source: Bloomberg, Lukas Ekwueme @ekwufinance [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![The uranium supply story is becoming impossible to ignore](https://blog.syzgroup.com/hubfs/1784591417719.jpg) ![The uranium supply story is becoming impossible to ignore](https://blog.syzgroup.com/hubfs/1784591417719.jpg) 7 May 2026 - - - #### In Germany, deeply negative energy prices due to solar glut are forcing a rethink of the energy transition Economy Minister called to end subsidies for excess renewable electricity after costs ran into the tens of millions last weekend alone. Source: Bloomberg, HolgerZ [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In Germany, deeply negative energy prices due to solar glut are forcing a rethink of the energy transition](https://blog.syzgroup.com/hubfs/9-May-07-2026-03-38-11-7010-PM.jpg) ![In Germany, deeply negative energy prices due to solar glut are forcing a rethink of the energy transition](https://blog.syzgroup.com/hubfs/9-May-07-2026-03-38-11-7010-PM.jpg) 7 Apr 2026 - - - #### The Strait of Hormuz is the lifeline of the global economy: Saudi Arabia is the largest source of crude oil transiting the Strait at 38%, followed by Iraq at 22% and the UAE at 14%. Iran, Kuwait, and Qatar follow at 11%, 10%, and 5%, respectively. On the destination side, China receives the largest portion at 37%, followed by India at 14%, Other Asia and Oceania at 16%, South Korea at 12%, and Japan at 12%. This means ~75% of all crude oil passing through the Strait flows to Asia, making the region overwhelmingly the most exposed to the current disruption. Saudi Arabia and Iraq alone represent 60% of all crude transiting the chokepoint, meaning any prolonged closure disproportionately impacts their export revenues and Asian buyers simultaneously. The Strait of Hormuz is the most critical chokepoint in global energy flows. Source: Global Markets Investor [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![The Strait of Hormuz is the lifeline of the global economy: Saudi Arabia is the largest source of crude oil transiting the Strait at 38%, followed by Iraq at 22% and the UAE at 14%.](https://blog.syzgroup.com/hubfs/4-Apr-07-2026-02-22-14-0188-PM.jpg) ![The Strait of Hormuz is the lifeline of the global economy: Saudi Arabia is the largest source of crude oil transiting the Strait at 38%, followed by Iraq at 22% and the UAE at 14%.](https://blog.syzgroup.com/hubfs/4-Apr-07-2026-02-22-14-0188-PM.jpg) 25 Mar 2026 - - - #### Same setup, different story. $GLD $XLE Source: Trend Spider [#gold|](https://blog.syzgroup.com/syz-the-moment/tag/gold) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Same setup, different story. $GLD $XLE](https://blog.syzgroup.com/hubfs/6-Mar-25-2026-03-08-54-9803-PM.jpg) ![Same setup, different story. $GLD $XLE](https://blog.syzgroup.com/hubfs/6-Mar-25-2026-03-08-54-9803-PM.jpg) 25 Mar 2026 - - - #### Why the West Remains Calm Goldman Sachs explains that despite a sharp drop of 270 million barrels in global oil shipments within three weeks, Western economies remain stable. High oil inventories across OECD Europe and the Americas cushion any supply shock, preventing immediate disruption. This insulation allows major U.S. oil companies to achieve exceptional profitability even as global supply tightens. Consequently, the West is not protected but may benefit from current conditions, raising questions about who advantages from ongoing disruptions in the Strait of Hormuz. Source: Qasem Al-Ali (@AlaliQasem) [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Why the West Remains Calm](https://blog.syzgroup.com/hubfs/4-Mar-25-2026-02-59-08-8131-PM.jpg) ![Why the West Remains Calm](https://blog.syzgroup.com/hubfs/4-Mar-25-2026-02-59-08-8131-PM.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/16?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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