❗️🌎#ads #retail #ecom #marketmap
GroupM: the value of global advertising revenue from retailer-owned e-commerce sites is projected to surpass television revenue by 2028.

... advertising revenue from retail media channels will grow 9.9% to reach $125.7B in 2023 #marketsize
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early: Amazon's most profitable business isn't AWS - it's advertising - details

Amazon's advertising business could be worth at least $500B - details

🌎#coal #energy #marketsize

🌎#electricity #world #forecast
Climate Change Committee: electricity demand is expected to double under net zero plans

#marketsize

🌎#renewable #electricity #world #forecast #marketsize
Oxford Economics - projected annual growth in global electricity production from renewables during 2023-2030:

🇮🇳 India = 10.6%
🇨🇳 China = 7.2%
🇺🇸 US = 6.4%
🇩🇪 Germany = 5.8%
🇮🇹 Italy = 5.2%
🇯🇵 Japan = 3.2%
🇬🇧 UK = 2.9%

🇺🇸🇪🇺#gas #lng #us #europe
Europe to replace Russian gas with American gas = new opportunities for U.S. gas companies

#marketsize #forecast

✴️#crypto #marketmap #marketsize
Cryptorank: best performing cryptocurrencies in 2023

🌎#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

🌎#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.

⚠️🌎#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

🛢#oil #forecast #marketsize
Goldman: peak oil demand to occur by 2034 — 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

🇨🇳#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

🌏#commodity #marketsize
The global commodities market is overly concentrated