π#platinum #shortage #forecast
global deficit of platinum in 2023 will be deeper than previously expected due to strong industrial demand β World Platinum Investment Council (WPIC)
#marketsize
global deficit of platinum in 2023 will be deeper than previously expected due to strong industrial demand β World Platinum Investment Council (WPIC)
#marketsize
π’πͺπΊ#gas #markets #europe
gas in Europe = $415
gas prices in Europe have fallen to the level of July 2021 due to the consistently high supply of LNG from US, warm weather, and strong winds increasing wind power generation #wind
ββββββββββ-
The IEA predicts a global gas market deficit will persist in 2023 #shortage
gas in Europe = $415
gas prices in Europe have fallen to the level of July 2021 due to the consistently high supply of LNG from US, warm weather, and strong winds increasing wind power generation #wind
ββββββββββ-
The IEA predicts a global gas market deficit will persist in 2023 #shortage
π#metals #world #shortage
121 Mining Investment: a low level of capex in mining runs the risk of causing a deficit in copper, lithium, aluminum, and other metals necessary for the energy transition
βββββββββ
early: automakers are actively investing in mining projects due to the anticipated metal shortages
121 Mining Investment: a low level of capex in mining runs the risk of causing a deficit in copper, lithium, aluminum, and other metals necessary for the energy transition
βββββββββ
early: automakers are actively investing in mining projects due to the anticipated metal shortages
β οΈπΊπΈ#realestate #us #macro
the number of single-family and condos units available for sale in the US
there is still a shortage of residential real estate in the US #shortage
housing supply is plunging in some parts of the the US and surging in others β BI
the number of single-family and condos units available for sale in the US
there is still a shortage of residential real estate in the US #shortage
housing supply is plunging in some parts of the the US and surging in others β BI
βοΈπͺ#silver #shortage #macro
the market faces a significant silver deficit = possible price increase in silver
π gold/silver ratio
the market faces a significant silver deficit = possible price increase in silver
π gold/silver ratio
β οΈπΊπΈ#realestate #us #shortage #macro
Bridgewater: new construction is barely keeping pace with new household formation = housing shortage in the U.S. market
Bridgewater: new construction is barely keeping pace with new household formation = housing shortage in the U.S. market
π#ironore #shortage
China can't control the price of iron ore. The market is currently in deficit and supply is not expected to increase β Vale CEO
#VALE #BHP
China can't control the price of iron ore. The market is currently in deficit and supply is not expected to increase β Vale CEO
#VALE #BHP
π#copper #sentiment #renewable
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
βββββββββ
earlier: there isnβt enough copper in the world β and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
βββββββββ
earlier: there isnβt enough copper in the world β and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
π#metals #forecast #marketsize
a total of $10T worth of metals will be needed to achieve net-zero emissions by 2050 = Π΅he strongest growth is expected in copper, nickel, and lithium.
#shortage #capex the supply of metals is limited, in part due to underinvestment in mining.
a total of $10T worth of metals will be needed to achieve net-zero emissions by 2050 = Π΅he strongest growth is expected in copper, nickel, and lithium.
#shortage #capex the supply of metals is limited, in part due to underinvestment in mining.