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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 Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [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) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [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) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [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) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [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) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [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) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [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 20 Jan 2025 - - - #### Surprise surprise... energy has been by far the best-performing sector during the Biden administration. Source: HolgerZ, Bloomberg [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Surprise surprise...](https://blog.syzgroup.com/hubfs/8-Jan-20-2025-11-19-12-5470-AM.jpg) ![Surprise surprise...](https://blog.syzgroup.com/hubfs/8-Jan-20-2025-11-19-12-5470-AM.jpg) 16 Jan 2025 - - - #### And the Winner is… Source: Michael A. Arouet [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![And the Winner is…](https://blog.syzgroup.com/hubfs/9-Jan-16-2025-08-20-43-3951-AM.jpg) ![And the Winner is…](https://blog.syzgroup.com/hubfs/9-Jan-16-2025-08-20-43-3951-AM.jpg) 13 Jan 2025 - - - #### Gas storage levels in Germany continue declining. 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 [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Gas storage levels in Germany continue declining.](https://blog.syzgroup.com/hubfs/12-Jan-13-2025-03-23-17-5714-PM.jpg) ![Gas storage levels in Germany continue declining.](https://blog.syzgroup.com/hubfs/12-Jan-13-2025-03-23-17-5714-PM.jpg) 13 Jan 2025 - - - #### One of Morgan Stanley 2025 Theme is the Future of energy: "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 [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![One of Morgan Stanley 2025 Theme is the Future of energy:](https://blog.syzgroup.com/hubfs/8-Jan-13-2025-10-47-10-2992-AM.jpg) ![One of Morgan Stanley 2025 Theme is the Future of energy:](https://blog.syzgroup.com/hubfs/8-Jan-13-2025-10-47-10-2992-AM.jpg) 27 Dec 2024 - - - #### In Germany, Gas storage levels have fallen to 83.3% due to colder weather, marking the lowest level for the end of December since Russia's war against Ukraine began. By comparison, storage levels were 91% full in 2023 and 88% in 2022. Source: HolgerZ, Bloomberg [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In Germany, Gas storage levels have fallen to 83.3% due to colder weather, marking the lowest level for the end of December since Russia's war against Ukraine began.](https://blog.syzgroup.com/hubfs/1-Dec-27-2024-12-10-01-8537-PM.jpg) ![In Germany, Gas storage levels have fallen to 83.3% due to colder weather, marking the lowest level for the end of December since Russia's war against Ukraine began.](https://blog.syzgroup.com/hubfs/1-Dec-27-2024-12-10-01-8537-PM.jpg) 25 Dec 2024 - - - #### France Adds First Nuclear Reactor in 25 Years to the Grid France connected the Flamanville 3 nuclear reactor to its grid on Saturday morning, state-run operator EDF announced. This marks the first addition to the country's nuclear power network in 25 years. The reactor, which began operating in September before being connected to the grid, is coming online 12 years later than originally planned and at a cost of approximately 13 billion euros—four times the initial budget. EDF is planning to construct six additional reactors to meet a 2022 pledge made by President Emmanuel Macron as part of France's energy transition plans. However, questions remain regarding the funding and timeline for these new projects. source : reuters [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![France Adds First Nuclear Reactor in 25 Years to the Grid](https://blog.syzgroup.com/hubfs/8-Dec-25-2024-02-23-55-2355-PM.jpg) ![France Adds First Nuclear Reactor in 25 Years to the Grid](https://blog.syzgroup.com/hubfs/8-Dec-25-2024-02-23-55-2355-PM.jpg) 13 Dec 2024 - - - #### GERMAN ENERGY PRICES ARE EXPLODING This is not going to help... German power prices SPIKED to the levels seen during the 2022 energy CRISIS. Day-ahead prices for 5pm-6pm skyrocketed to the highest in 20 YEARS. This comes as wind generation plummeted as there has been almost no wind in recent days. Source: Global Markets Investor, Bloomberg [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![GERMAN ENERGY PRICES ARE EXPLODING](https://blog.syzgroup.com/hubfs/4-Dec-13-2024-11-21-51-0420-AM.jpg) ![GERMAN ENERGY PRICES ARE EXPLODING](https://blog.syzgroup.com/hubfs/4-Dec-13-2024-11-21-51-0420-AM.jpg) 5 Dec 2024 - - - #### Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s Bloomberg, Evan @StockMKTNewz [#meta|](https://blog.syzgroup.com/syz-the-moment/tag/meta) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s](https://blog.syzgroup.com/hubfs/10-Dec-05-2024-05-01-18-7380-PM.jpg) ![Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s](https://blog.syzgroup.com/hubfs/10-Dec-05-2024-05-01-18-7380-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/10) [9](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/10) [11](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/11) [12](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/12) [13](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/13) [❯](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/12) [❯❯](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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