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
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
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
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
8 Jan 2024
ENERGY STOCKS SINCE 1926 (relative to S&P)
Source: BofA, The Daily Shot
8 Jan 2024
Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow
Source: Willem Middelkoop
