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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โœด๏ธ๐Ÿ‡ฐ๐Ÿ‡ช#crypto #mining #corp #esg #kenya #renewable
Kenyaโ€™s energy company is offering geothermal power to bitcoin miners

Bitcoin production consumes 204.50 terawatt-hours of electricity annually, comparable to the power consumption of Thailand
โš ๏ธ๐ŸŒŽ#esg #flow
๐Ÿ‡ช๐Ÿ‡บ#europe #renewable #energy #crisis #esg
Head of EC: EU now needs to focus on 'massive investments in renewables'
โš ๏ธ๐ŸŒŽ#steelmakers #world #macro #esg
FT: the global steel industry may have to write down as much as $518B in assets over the coming years because it is still building traditional blast furnaces despite countries seeking to reduce their carbon emissions
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how to read FT for free
๐Ÿ›ข๐Ÿ‡ฎ๐Ÿ‡ณ#oil #india #macro
India's oil minister: India's share of global oil demand growth will be 25% in next 20-30 years

India's oil demand to rise to 6-6.5M bpd despite green agenda #esg
๐Ÿ›ข๐Ÿ‡บ๐Ÿ‡ธ#oilmaker #oil #esg #us
President Bidenโ€™s top aides are weighing whether to ban new oil and gas drilling off Americaโ€™s coasts, a move that would elate climate activists but could leave the administration vulnerable to Republican accusations that it is exacerbating an energy crunch as gas prices soar - NYT
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โ˜˜๏ธ๐ŸŒ#esg #carbon #world
the worldโ€™s largest private polluters, 1851-2010
โ—๏ธโ˜ข๏ธ๐Ÿ‡ช๐Ÿ‡บ#nuclear #gas #renewable #esg #europe
Lawmakers in the European Union voted to include nuclear power and natural gas as 'green' - WSJ

#energy #crisis
๐Ÿ‡บ๐Ÿ‡ธ#renewable #us #electricity #esg #macro
share of "green" electricity in the US reached 45%

approximately 17% nuclear, 7-9% solar, 17-19% wind, and 7% hydroelectric.

#nuclear #wind #hydroelectric #solar
๐Ÿ’ฅ๐ŸŒ#hydrogen #esg #carbon #renewable
Cummins: hydrogen engines release near zero, trace amounts of CO2 โ€ฆ but can produce nitrogen oxides, or NOx
โ˜˜๏ธ๐ŸŒ#esg #wood #carbon #world
when trees are cut down, they release all the carbon they contain, as well as that in the soil = 1.5 Gt of CO2 annually
๐Ÿชจ๐ŸŒŽ#coal #world #esg
Nikkei: the war in Ukraine and sanctions on Russia are reshaping the global trade of coal and increasing greenhouse gas emissions.
๐Ÿ›ข๐ŸŒŽ#energy #crisis #esg #world
BBG: world embraces dirtier fuels (diesel, coal) as gas hits exorbitant heights

#gas #oil #coal #diesel
โœด๏ธ๐ŸŒ#BTC #crypto #electricity #forecast #macro #esg
Arcane Research: how much energy will Bitcoin consume in the future?

- if the BTC price reaches $2 million by 2040, Bitcoin may consume 894 TWh per year โ€“ a 10x increase from today's level = 0.36% of the estimated global energy consumption in 2040

- If the BTC price reaches $500,000 by 2040. In this case, Bitcoin will consume 223 TWh per year, slightly more than double the current level
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ#carbon #china #economy #esg
China - Carbon emissions continue to fall = The sharpest decline in 10 years

*the fall in emissions reflects a dramatic slowing in Chinese economic and strong increases in renewable power generation
๐ŸŒ#copper #recycle #esg
Global - recycling of copper = 4.6 million-ton-per-year

the copper collection rate for consumer and electronic goods is only 53% #marketsize
๐ŸŒŽ#BTC #esg #macro #crypto
By mid-September 2022, approximately 199.65 MtCO2e (million tonnes of carbon dioxide equivalent) can be attributed to BTC network since its inception - 0.4% of global greenhouse gas emissions. Since the beginning of this year, the BTC network has accounted for 0.1% of global greenhouse gas emissions = about half that of gold mining - Cambridge CBECI study
โœด๏ธ#BTC #crypto #electricity
BTC energy use jumps 41% in 12 months, increasing regulatory risks - CT

#esg #regulation
๐Ÿชจ๐Ÿ‡ช๐Ÿ‡บ #coal #europe #esg
the price and demand for coal is rising due to the energy crisis in Europe, but Western coal producers can't get loans (from Western banks) to expand its production because of ESG principles. Instead, they are raising money via public markets, pre-sale finance, trading houses, private equity firms and investment funds - RTRS

#energy #crisis
โš ๏ธ๐ŸŒŽ#esg #flow