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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 16 Jan 2024 - - - #### Did you know that Brazil has been leading Latin America in solar panel purchases? ๐Ÿค” Source: Markets & Mayhem [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![Did you know that Brazil has been leading Latin America in solar panel purchases? ๐Ÿค”](https://blog.syzgroup.com/hubfs/1705357058991.jpg) ![Did you know that Brazil has been leading Latin America in solar panel purchases? ๐Ÿค”](https://blog.syzgroup.com/hubfs/1705357058991.jpg) 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 [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Natural Gas is now up 54% since the December 13th low and has traded green in 8 of the last 9 days.](https://blog.syzgroup.com/hubfs/1705171696227.jpg) ![Natural Gas is now up 54% since the December 13th low and has traded green in 8 of the last 9 days.](https://blog.syzgroup.com/hubfs/1705171696227.jpg) 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 [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![URANIUM GOING PARABOLIC as prices surges above 100 for the first time since 2007 and reaches its most overbought level in history...](https://blog.syzgroup.com/hubfs/1705170485790.jpg) ![URANIUM GOING PARABOLIC as prices surges above 100 for the first time since 2007 and reaches its most overbought level in history...](https://blog.syzgroup.com/hubfs/1705170485790.jpg) 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 [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![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.](https://blog.syzgroup.com/hubfs/1704922104919.jpg) ![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.](https://blog.syzgroup.com/hubfs/1704922104919.jpg) 8 Jan 2024 - - - #### ENERGY STOCKS SINCE 1926 (relative to S&P) Source: BofA, The Daily Shot [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![ENERGY STOCKS SINCE 1926 (relative to S&P)](https://blog.syzgroup.com/hubfs/1704654525531.jpg) ![ENERGY STOCKS SINCE 1926 (relative to S&P)](https://blog.syzgroup.com/hubfs/1704654525531.jpg) 8 Jan 2024 - - - #### Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow Source: Willem Middelkoop [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow](https://blog.syzgroup.com/hubfs/1704656422215.jpg) ![Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow](https://blog.syzgroup.com/hubfs/1704656422215.jpg) 5 Jan 2024 - - - #### It has been our thesis for a while that a big uranium SHORTAGE is coming in this decade Uranium miners are likely to benefit from this trend and have been enjoying a strong run up over the last few months. Yet uranium miners ($URA $etf) have been diverging from Uranium spot price recently. One fundamental explanation for this is that the Uranium "large caps" which are over-represented in the URA ETF have long-term contracts which means there are not benefiting to a full extent from recent Uranium spot price. Source chart: Game of trades [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![It has been our thesis for a while that a big uranium SHORTAGE is coming in this decade](https://blog.syzgroup.com/hubfs/1704440705259.jpg) ![It has been our thesis for a while that a big uranium SHORTAGE is coming in this decade](https://blog.syzgroup.com/hubfs/1704440705259.jpg) 5 Dec 2023 - - - #### The bull market none is talking about. Uranium prices are surging as nuclear is seen as one of the only "clean" energy source to move away from fossil fuels Source chart: (((The Daily Shot))) [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![The bull market none is talking about. Uranium prices are surging as nuclear is seen as one of the only ](https://blog.syzgroup.com/hubfs/1701777180769.jpg) ![The bull market none is talking about. Uranium prices are surging as nuclear is seen as one of the only ](https://blog.syzgroup.com/hubfs/1701777180769.jpg) โฎโฎ [โฎ](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/14) [12](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/12) [13](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/13) [14](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/14) [15](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/15) [16](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/16) [โฏ](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/16) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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