Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ#solar #renewable #us #china
US imports of solar panels are finally picking up after months of gridlock stemming

#TrinaSolar #LongiGreenEnergy #JKS #DQ
๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ช๐Ÿ‡บ#europe #china #energy #macro
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. โ€” FT

#metals #renewable #polysilicon
๐ŸŒŽ#world #renewable #macro #review
converting the world to entirely clean energy will require $10T worth of investment, but continuing to rely on fossil fuels would cost about $14T, Tesla said in its report
๐ŸŒŽ#renewable #world #macro
Ember: wind, solar generate record 12% of global electricity in 2022

we are entering the clean power era โ€” CNBC
โ—๏ธ๐ŸŒŽ#ai #world #macro #forecast
AI technology may eliminate 26M jobs over next 5 years โ€” JPMorgan

over the next 5 years, nearly a quarter of all jobs will change as a result of AI โ€” WEF

Green transition will provide opportunies for job creation #renewable
๐Ÿช™#platinum #forecast
platinum market expected to hit record deficit this year โ€” FT

WPIC believes that industrial demand in 2023 will be the strongest ever for platinum

analysts argue that platinumโ€™s outlook is the brightest due to its use as a catalyst for hydrogen fuel cells and electrolysers #renewable #hydrogen
๐ŸŒŽ#renewable #solar #capex #macro
global investments in solar energy for 2023 have the potential to exceed $380B, marking the first time they surpass investments in oil production โ€” IEA report
๐ŸŒŽ#renewable #solar #polysilicon
Bernreuter Research: the global polysilicon (the main component of solar panels) price average has collapsed under the weight of oversupply โ€” research

#DQ
๐ŸŒŽ#renewable #solar #polysilicon
polysilicon prices have hit rock bottom โ€” EnergyTrend

๐Ÿ’ฅ#DQ
๐ŸŒŽ#renewable #electricity #world #forecast #marketsize
Oxford Economics - projected annual growth in global electricity production from renewables during 2023-2030:

๐Ÿ‡ฎ๐Ÿ‡ณ India = 10.6%
๐Ÿ‡จ๐Ÿ‡ณ China = 7.2%
๐Ÿ‡บ๐Ÿ‡ธ US = 6.4%
๐Ÿ‡ฉ๐Ÿ‡ช Germany = 5.8%
๐Ÿ‡ฎ๐Ÿ‡น Italy = 5.2%
๐Ÿ‡ฏ๐Ÿ‡ต Japan = 3.2%
๐Ÿ‡ฌ๐Ÿ‡ง UK = 2.9%
๐ŸŒŽ#coal #forecast
Rystad: global coal use in power plants to peak in 2023

...as surging deployment of renewables displaces the dirtiest fossil fuel #renewable

earlier: efforts to restrict global warming to 1.5 degrees Celsius are failing โ€œacross the boardโ€ โ€” and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity

โš ๏ธ#TGA
๐ŸŒŽ#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
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
earlier: there isnโ€™t enough copper in the world โ€” 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
๐ŸŒ#renewable #solar #forecast
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.

BofA: global solar panel market will almost triple by 2030 #marketsize
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.

โš ๏ธ#DQ
๐ŸŒŽ#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the worldโ€™s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.

๐Ÿ’ฅ#DQ
๐ŸŒŽ#renewable #solar #polysilicon
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market โ€” research

โš ๏ธ#DQ
๐ŸŒ#renewable #solar #forecast
Rystad: by 2030, solar energy will be one of the most important sources of electricity in the Middle East, second only to gas.

#DQ
๐Ÿ‡จ๐Ÿ‡ณ#battery #china
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.

#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.

#renewable solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize