While the market panics, Buffett is raking.
Disclaimer
This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
Related Articles
The Strait of Hormuz is a critical global chokepoint: disruption would hit energy-dependent economies like Japan, South Korea, and Germany. Despite shifts after past crises, reliance on fossil fuels remains high and concentrated in volatile regions. The energy transition is progressing, but too slowly to mitigate immediate geopolitical and supply risks. Source: Jack Prandelli on X, Ember
Gross income from seaborne crude exports surged to $2.46 billion for the week ending March 22, the highest since March 2022. The 4-week average is up to $1.71 billion per week, up from $900 million in January. This comes as the value of Russian crude exports has DOUBLED over the last 3 weeks, rising from an average of $135 million per day in January to $270 million per day now. The surge is being driven by soaring global oil prices and a US tariff waiver allowing buyers to purchase Russian crude loaded before March 12, boosting sales to India significantly. Years of Western sanctions pressure have been undone in a matter of weeks. Source: Global Markets Investors, Bloomberg
A Deutsche Bank report questions the future of the petrodollar system, where oil trade in USD underpins global demand for the currency. Emerging shifts Middle Eastern oil flowing to Asia, countries like Russia and Iran trading outside the dollar, and Saudi Arabia considering alternatives are increasing pressure. Geopolitical tensions and risks to Gulf supply routes could accelerate change. Combined with the rise of renewables and energy independence, a gradual decline in USD dominance may reshape global financial power.Source: ZeroHedge, Deutsche Bank

