🌎#pharma #forecast #marketsize #marketmap
JPMorgan predicts a rapid growth of the obesity drug market.

Eli Lilly #LLY stock has been a better performer than Nvidia over the past 3 years.. The obesity market is expected to be a big business for Eli Lilly.

Roche #RO joins race for obesity drugs

⚠️🛢#oil #forecast #opinion
Doomberg, a well-known critic of the energy transition and renewable energy, claims that the world is entering an era of hydrocarbon oversupply = the price of oil (in terms of gold) will only decrease in the long run.

❗️🛢#oil #forecast #macro
the oil market could be heading for a supply crunch from 2025 onwards as oil exploration fails to keep pace with demand — Occidental CEO
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earlier, OPEC estimated the total investment needed in the oil sector by 2045 to be $14T #capex

BP: investment in oil and gas production will still be required for the next 30 years

⚠️ but Doomberg asserts that the world is moving into an era of hydrocarbon oversupply

🌎#ev #cars #battery #forecast
Goldman expects battery prices (the most expensive component in electric cars) to fall 40% by 2025 compared to 2022.

⚠️#PKX

💥🌎#liquidity #markets #world #forecast #macro
FT: global liquidity is expected to increase in 2024 as central banks around the world continue to ease monetary policy

#stocks the growth of global liquidity ultimately leads to significant increase in prices of risky assets, albeit not necessarily immediately

#BTC Bitcoin price is highly correlated with changes in global liquidity (chart)

🌎#metals #forecast #marketsize
a total of $10T worth of metals will be needed to achieve net-zero emissions by 2050 = еhe strongest growth is expected in copper, nickel, and lithium.

#shortage #capex the supply of metals is limited, in part due to underinvestment in mining.

🛢#gas
U.S. natural gas prices fall to 30-year low despite record consumption
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#forecast US Department of Energy expects spot gas prices to rise in 2024-2025

EAI: we expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00. We forecast increases in natural gas prices as demand for natural gas grows faster than supply in 2024.

⚠️🌎#tech #smartphones #marketsize
global smartphone shipments continue to decline.
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IDC: 2024 is set to be the year where the smartphone market swings back to growth. #forecast

🌎#metals #coal #forecast
Fitch has updated its forecasts for metals and coal

⚠️#TGA

🌎#metals #coal #forecast
BofA has updated its forecasts for metals, coal, and precious metals — research

⚠️#TGA