Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs
SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...
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Yield Curve Reinverts On Rising Soft Landing Expectations
Despite strong jobs data, yield curve has inverted again on delayed rate cut expectations. Encouraging PCE data suggests a cumulative 50 bps cut...
189 Views
Shares of Cooling Firms Have Turned Red Hot on Record Setting Scorching Heat
July 2024 was the hottest in 175 years. It saw the 2nd smallest ice cover in 46 years. 77% chance that 2024 will rank as the hottest year on...
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Will Delayed La Niña Onset Fuel Weather Risks Firing up Corn Prices?
Delayed La Niña threatens corn harvest. Harvest disruptions & rising hurricanes can sharply turn bearish corn sentiments into a rally. Neutral ENSO...
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[Q2 Earnings Review] ADM Falls Short of Expectations on Weak Results in AS&O & Nutrition Businesses
ADM underperforms as Ag Services & Oilseeds deliver pale results. Carb Sols sees temp improvements. Q3 is expected to be subdued even as Nutrition...
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