8 Mar 2024
Energy dependence and independence summarized in one chart
Source: JPMAM
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
16 Jan 2024
Did you know that Brazil has been leading Latin America in solar panel purchases? 🤔
Source: Markets & Mayhem
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: www.zerohedge.com, Bloomberg
