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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 29 Dec 2025 - - - #### And the winner is ... Source: Willem Middelkoop @wmiddelkoop [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![And the winner is ...](https://blog.syzgroup.com/hubfs/7-Dec-29-2025-11-12-10-1860-AM.jpg) ![And the winner is ...](https://blog.syzgroup.com/hubfs/7-Dec-29-2025-11-12-10-1860-AM.jpg) 18 Dec 2025 - - - #### Global energy demand has risen nearly 60% since 2000, with more than half of the increase taking place in China In the coming years, other emerging economies, led by India & Southeast Asia, are set to become increasingly influential in growth trends . Source: IEA [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Global energy demand has risen nearly 60% since 2000, with more than half of the increase taking place in China](https://blog.syzgroup.com/hubfs/8-Dec-18-2025-01-15-03-9391-PM.jpg) ![Global energy demand has risen nearly 60% since 2000, with more than half of the increase taking place in China](https://blog.syzgroup.com/hubfs/8-Dec-18-2025-01-15-03-9391-PM.jpg) 17 Dec 2025 - - - #### JP Morgan AM chart on electricity inflation. The AI/Datacenter effect is clearly visible. It matched CPI until the last 5 years and is getting worse. Will consumers start to revolt? Source: JPAM, RBC [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![JP Morgan AM chart on electricity inflation.](https://blog.syzgroup.com/hubfs/11-Dec-17-2025-03-31-14-0331-PM.jpg) ![JP Morgan AM chart on electricity inflation.](https://blog.syzgroup.com/hubfs/11-Dec-17-2025-03-31-14-0331-PM.jpg) 8 Dec 2025 - - - #### 🤯 The Hidden Vulnerability Powering America: 20% of US Electricity is on Borrowed Time. Did you know Nuclear energy generates 20% of all US electricity? That's our clean, reliable base load. But here’s the terrifying truth: 🇺🇸 The US once supplied nearly all its own Uranium fuel. TODAY: The US imports nearly 100% of the uranium we use. Let that sink in. One-fifth of US power generation is entirely dependent on foreign governments. In a world defined by geopolitical turbulence and supply chain risk, this isn't just an economic issue—it's a massive national security risk. The Mandate is Clear: The US must shift from relying on external sourcing to securing a resilient, domestic nuclear fuel cycle. Self-sufficiency is no longer optional; it’s paramount for energy independence and long-term stability. Source: Lukas Ekwueme @ekwufinance [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![🤯 The Hidden Vulnerability Powering America: 20% of US Electricity is on Borrowed Time.](https://blog.syzgroup.com/hubfs/12-Dec-08-2025-04-36-44-5701-PM.jpg) ![🤯 The Hidden Vulnerability Powering America: 20% of US Electricity is on Borrowed Time.](https://blog.syzgroup.com/hubfs/12-Dec-08-2025-04-36-44-5701-PM.jpg) 8 Dec 2025 - - - #### J-C Parets: When we talk about healthy sector rotation, this is exactly what that means. High Beta is making new all-time highs, AND it's making new all-time highs relative to Low Volatility. That's not weak breadth. That's not deterioration. That's called a raging bull market. [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![J-C Parets: When we talk about healthy sector rotation, this is exactly what that means.](https://blog.syzgroup.com/hubfs/5-Dec-08-2025-01-45-24-4203-PM.jpg) ![J-C Parets: When we talk about healthy sector rotation, this is exactly what that means.](https://blog.syzgroup.com/hubfs/5-Dec-08-2025-01-45-24-4203-PM.jpg) 8 Dec 2025 - - - #### Lots of people are going on about cheap electricity in China and how this will allow it to win the AI race with the US. Here's the thing about that electricity: it's from burning fossil fuels like coal - see chart below courtesy of Robin Brooks. Note however that China has massive plans to progressively replace fossil fuels by renewables and nuclear. [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![Lots of people are going on about cheap electricity in China and how this will allow it to win the AI race with the US.](https://blog.syzgroup.com/hubfs/4-Dec-08-2025-01-40-32-5793-PM.jpg) ![Lots of people are going on about cheap electricity in China and how this will allow it to win the AI race with the US.](https://blog.syzgroup.com/hubfs/4-Dec-08-2025-01-40-32-5793-PM.jpg) 8 Dec 2025 - - - #### Otavio (Tavi) Costa just made a case for energy stocks, which have been quietly inching higher. Here's his view: ▪️Positioning remains deeply bearish. ▪️U.S. oil and gas rigs are contracting meaningfully. ▪️Oil is trading near one of the cheapest levels in history relative to the money supply. ▪️Energy’s weight in the S&P 500 is hovering near record lows. He sees energy equities as one of the most fundamentally attractive corners of the market right now. Your thoughts? Source: Tavi Costa, Crescat Capital, Bloomberg [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Otavio (Tavi) Costa just made a case for energy stocks, which have been quietly inching higher.](https://blog.syzgroup.com/hubfs/1-Dec-08-2025-01-22-05-2709-PM.jpg) ![Otavio (Tavi) Costa just made a case for energy stocks, which have been quietly inching higher.](https://blog.syzgroup.com/hubfs/1-Dec-08-2025-01-22-05-2709-PM.jpg) 18 Nov 2025 - - - #### As highlighted by Tavi Costa, Nvidia is now valued at nearly three times the entire energy sector. Almost three times. And no, it doesn’t generate more profit than energy companies in the S&P 500. In fact, the combined free cash flow of this sector over the last year is about 20% higher than Nvidia’s. Tech innovation is incredible, but let’s not forget that something still has to power it. Source: Tavi Costa, Bloomberg [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![As highlighted by Tavi Costa, Nvidia is now valued at nearly three times the entire energy sector.](https://blog.syzgroup.com/hubfs/2-Nov-18-2025-02-16-53-4084-PM.jpg) ![As highlighted by Tavi Costa, Nvidia is now valued at nearly three times the entire energy sector.](https://blog.syzgroup.com/hubfs/2-Nov-18-2025-02-16-53-4084-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/5) [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) [8](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/8) [❯](https://blog.syzgroup.com/syz-the-moment/tag/energy/page/7) [❯❯](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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