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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🌎#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
βš οΈπŸ›’#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.
β—οΈπŸ›’#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 β€” 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
πŸ’₯🌎#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 = 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.
πŸ›’#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 β€” research

⚠️#TGA
πŸ›’πŸŒ•#oil #forecast #gold #correlation
McClellan: gold and oil have historically shown a strong positive correlation, with oil lagging gold by 19.8 months. Current conditions suggest an imminent bottom in the oil market.
πŸ‡ΊπŸ‡ΈπŸ›’#gas #lng #us #forecast
over the next 10 years, US will significantly increase its LNG export capacity.
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#opinion in the long term, demand and prices for natural gas in the US are expected to rise due to increased LNG exports to Europe and Asia.

More and more experts are predicting a rise in U.S. gas prices.

US natural gas prices are at historical lows.

πŸ’₯#SJT
πŸ’₯πŸ‡ΊπŸ‡Έ#buyback #stocks #us #forecast
BofA: company buybacks in the S&P 500 are at historically high levels.

Goldman: increased corporate buybacks are expected to bolster US equities.
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сorporations have ample cash to spend on buybacks (chart)

since 2011, buyback programs have been the primary catalyst for S&P 500 growth (chart)
🌎#copper #forecast #metals
Andurand expects that the price of copper will almost quadruple to $40,000 per tonne in the next few years amid a severe deficit.
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Citi announced the start of the second major bull market in copper this century.
πŸ›’#oil #forecast #marketsize
Goldman: peak oil demand to occur by 2034 β€” report

Goldman remains optimistic about the petrochemical industry and the production of middle distillates (diesel and jet fuel). #petrochemical #refining #biofuel
🌏#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
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Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.

⚠️#DQ
🌎#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the world’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.

πŸ’₯#DQ
🌍#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