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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 11 Feb 2026 - - - #### For the first time in nearly five years, total US oil production is declining on a year-over-year basis. After a roughly 30% drop in active rigs over the past three years, improved drilling technology has not been enough to compensate for reduced capital investment, proving that fundamentals ultimately prevail. Despite this tightening supply, oil remains one of the most heavily shorted assets in over a decade, raising the question of whether prices could be poised for an upward move. Source chart: Tavi Costa [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![For the first time in nearly five years, total US oil production is declining on a year-over-year basis.](https://blog.syzgroup.com/hubfs/9-Feb-11-2026-04-09-38-3732-PM.jpg) ![For the first time in nearly five years, total US oil production is declining on a year-over-year basis.](https://blog.syzgroup.com/hubfs/9-Feb-11-2026-04-09-38-3732-PM.jpg) 16 Jan 2026 - - - #### From Ghost Industry to National Priority This White House statement on critical minerals explicitly listed uranium as a critical mineral, and it looks like they’re actually considering a price floor guarantee. The US used to be a powerhouse in uranium, but the industry is basically a ghost of its former self now. The government seems to be stepping up and back producers with some real institutional support. Things like strategic stockpiling or a price floor could be a massive game-changer. Between the skyrocketing power demand and energy security needs, support seems to be coming. Source: JH @CRUDEOIL231 [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![From Ghost Industry to National Priority](https://blog.syzgroup.com/hubfs/12-Jan-16-2026-01-24-02-5565-PM.jpg) ![From Ghost Industry to National Priority](https://blog.syzgroup.com/hubfs/12-Jan-16-2026-01-24-02-5565-PM.jpg) 15 Jan 2026 - - - #### The average price of electricity per Kilowatt-hour in the United States. Source: Koyfin @KoyfinCharts [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![The average price of electricity per Kilowatt-hour in the United States.](https://blog.syzgroup.com/hubfs/12-Jan-15-2026-04-17-37-1435-PM.jpg) ![The average price of electricity per Kilowatt-hour in the United States.](https://blog.syzgroup.com/hubfs/12-Jan-15-2026-04-17-37-1435-PM.jpg) 15 Jan 2026 - - - #### Germany's Merz admits: It was a serious strategic mistake to exit nuclear energy. Friedrich Merz just plainly admitted: ditching nuclear was "a serious strategic mistake" and Germany's running the world's most expensive energy transition. "At least 3 years ago we had to leave the last remaining nuclear power plants in Germany on the grid so that we at least had the power generation capacities we had at that time. We have taken over something that we now have to correct. But we just don't have enough energy generation capacities." Source: Mario Nawfal on X [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![Germany's Merz admits: It was a serious strategic mistake to exit nuclear energy.](https://blog.syzgroup.com/hubfs/2-Jan-15-2026-03-47-33-4742-PM.png) ![Germany's Merz admits: It was a serious strategic mistake to exit nuclear energy.](https://blog.syzgroup.com/hubfs/2-Jan-15-2026-03-47-33-4742-PM.png) 8 Jan 2026 - - - #### In Germany, cold weather is rapidly draining gas storage. Facilities are now only 52% full – the lowest level for this time of year since at least 2020, and even lower than in 2022, the year Russia launched its war against Ukraine. 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, cold weather is rapidly draining gas storage.](https://blog.syzgroup.com/hubfs/5-Jan-08-2026-04-34-25-8260-PM.jpg) ![In Germany, cold weather is rapidly draining gas storage.](https://blog.syzgroup.com/hubfs/5-Jan-08-2026-04-34-25-8260-PM.jpg) 6 Jan 2026 - - - #### Uranium, $URA extends it’s rally, gaining +5% The bull market is broadening Source: Hedgeye [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Uranium, $URA extends it’s rally, gaining +5% The bull market is broadening](https://blog.syzgroup.com/hubfs/7-Jan-06-2026-12-42-04-4135-PM.jpg) ![Uranium, $URA extends it’s rally, gaining +5% The bull market is broadening](https://blog.syzgroup.com/hubfs/7-Jan-06-2026-12-42-04-4135-PM.jpg) 5 Jan 2026 - - - #### Brussels we have a problem... EU hit RECORD LNG imports in 2025 almost ALL from America! Russian gas? CRUSHED to zero US LNG (blue bars) exploded while Europe ditched Putin pipelines. Source: Jack Prandelli, S&P Global [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Brussels we have a problem...](https://blog.syzgroup.com/hubfs/10-Jan-05-2026-04-25-54-0619-PM.jpg) ![Brussels we have a problem...](https://blog.syzgroup.com/hubfs/10-Jan-05-2026-04-25-54-0619-PM.jpg) 30 Dec 2025 - - - #### ⚛️ THE "URANIUM SQUEEZE": DATA CENTERS VS. SUPPLY CHAINS. If you think the energy transition is just about solar panels and wind turbines, you’re missing the biggest structural shift in the market right now. Uranium is no longer just a commodity. It is becoming a top-tier strategic asset. 🛡️ Here is why the "Nuclear Renaissance" is reaching a boiling point: 1️⃣ The AI Power Hunger 🤖 Large language models don't just need data; they need uninterrupted, carbon-free baseload power. \* Tech giants (Amazon, Google, Microsoft) are pivotting to nuclear to power their massive AI data centers. Unlike renewables, nuclear provides the 24/7 "always-on" energy that AI requires to function. 2️⃣ Extreme Supply Concentration 🇰🇿 The global supply map is shockingly narrow. Kazakhstan dominates the market, producing ~40% of the world’s uranium. Canada and Namibia form the critical "second tier" for Western energy security. In a world of geopolitical tension, depending on a single region for 40% of your fuel is a massive risk. 3️⃣ The Looming Deficit 📉 The math doesn't add up. We are seeing record reactor restarts and new builds globally. Primary mine production is lagging behind actual reactor requirements. Secondary supplies (stockpiles) are thinning out fast. The Bottom Line: As we move toward a high-tech, low-carbon future, the demand for "reliable green power" is skyrocketing—but the "fuel" for that power is controlled by just a handful of players. In a tight, concentrated market, security of supply is the only thing that matters. Source: Jack Prandelli on X [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![⚛️ THE ](https://blog.syzgroup.com/hubfs/4-Dec-30-2025-12-27-10-7617-PM.jpg) ![⚛️ THE ](https://blog.syzgroup.com/hubfs/4-Dec-30-2025-12-27-10-7617-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/4) [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) [6](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/7) [❯](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/6) [❯❯](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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