As the world accelerates toward a more sustainable energy future, the transition is proving to be more complex and nuanced than a straightforward shift to renewables. While the growth of solar and wind capacity continues at a record pace, the need for reliable, flexible, and complementary energy sources remains critical. In this context, gas-fired power plants and turbines are ...
#MacroFriday: Flip or Flop? Swing states steal the 2024 spotlight!
Swing states, or battleground states, hold a pivotal role in U.S. presidential elections as their electoral votes can shift between Democratic or Republican candidates based on voter trends. These states are highly competitive, with narrow voting margins, making them unpredictable over time. This volatility drives political campaigns to pour a disproportionate amount of time, m ...
Fiery Flash: Sustainable packaging from the happiest nation
Yesterday, shares of Finnish company Huhtamäki rose approximately 8% following a positive reaction to its third-quarter results, with management signaling a gradual improvement in outlook. Huhtamäki, though headquartered in Finland, operates in 37 countries worldwide and has notably invested in emerging markets in recent years. The company’s annual sales reach around EUR 4. ...
Big Tech and nuclear: A match made in heaven?
With the progression of the digital age, the need for data centers to store and process vast amounts of information is surging, largely fueled by tech giants.These data centers, which power everything from cloud computing to AI, require significant amounts of electricity to function, and their energy consumption is projected to grow substantially. Currently, data centers consum ...
TSMC says 'insane' AI demand is 'real'
This week's Fiery Flash is Taiwan Semiconductor Manufacturing Company, or TSMC. It is the world's largest independent semiconductor foundry, or computer chip bakery, producing integrated circuits for clients worldwide. As a pure-play foundry, it doesn't design its own chips but manufactures them for companies that do. Their clients include industry giants like Apple, NVIDIA, an ...
Wakeup call for offshore wind positioning
Europe plans to fill the North Sea with wind turbines capable of generating 300 GW of power. To call this an enormous task is an understatement. Approximately 20,000 wind turbines, each around 15 MW in capacity, will need to be installed. These structures stand about 145 meters tall, with blades adding an additional 120 meters. They weigh around 1,700 tons and are supported by ...
#MacroFriday: Taiwan's economic tides ebb and flow, as semiconductor index rides the waves
This week, one of the most important semiconductor-related company published their third quarter results, and the market responded favorably. This positive reception shouldn't come too much as a surprise, and here's why. There exists a striking correlation between Taiwan's economy and the global semiconductor industry, rooted in Taiwan's dominant position in chip manufacturing. ...
Investment Wisdom from Leading Investors
In this long read, we aim to honour some of the best-known investors who have shared their investment wisdom in various bestselling books and in-depth interviews by summarizing and shining some colour on some of their key investment quotes. Investment successes are not a consequence of luck or timing; instead, these successes are often the result of applying timeless principles ...
Investment wisdom from leading investors
In this long read, we aim to honour some of the best-known investors who have shared their investment wisdom in various bestselling books and in-depth interviews by summarizing and shining some colour on some of their key investment quotes. Investment successes are not a consequence of luck or timing; instead, these successes are often the result of applying timeless principles ...
Fiery Flash: Recent Developments at Stellantis
Stellantis, one of the world's top five automakers, was formed in January 2021 from the merger of PSA Peugeot Citroen and Fiat Chrysler Automobiles. While the company initially emerged as a star performer post-pandemic—its stock more than doubling from 2022 lows—recent developments have taken a toll. After peaking at just over €27 in March 2024, the stock has sharply declined, ...