Three expected differences of Trump 2.0.
Source: Xue Tao Macro Notes Author: Tianfeng Macro Song Xuetao. The market's perception of Trump's second term has formed increasingly fragmented expectations in terms of policy implementation and specific policy impacts. Currently, the market universally expects better outcomes next year, which requires caution. In the first month after the election, from the unexpectedly strong cabinet selections to the sudden announcement of considering tariffs on Canada and Mexico, the uncertainty and complexity of Trump 2.0 are fully demonstrated. This increases the difficulty for the market to predict the implementation and impact of Trump 2.0 policies, creating some increasingly fragmented expectation gaps. The first type of expectation gap is contradictory policies leading to...
Afternoon Crude Oil Product analysis: USA crude oil inventories have plummeted, can oil prices continue to rise?
The US Energy Information Administration (EIA) reported that for the week ending December 6, US Crude Oil Product inventories decreased by X thousand barrels...
The two major US Energy giants are targeting the "fat" of the AI era: powering Datacenters.
Executives from the two major Energy giants in the USA, Chevron and Exxon Mobil, stated on Wednesday that they are considering entering the Electrical Utilities Industry and discussing the use of Henry Hub Natural Gas and carbon capture technology to supply power to AI Datacenters in the Technology sector. Previously, USA oil companies typically only produced power for their own Business. However, amid the current surge in demand, they are attempting to enter a broader Electrical Utilities market.
Exxon Unveils Low-carbon Plan to Power Data Centers; Eyes $140B in Permian Basin Capex
P/E Ratio Insights for Exxon Mobil
2025 Investment Themes: AI, Energy, Defense Redefine US Markets
T. Rowe Price AUM Rises 3.7% in November as Markets Gain
Exxon CEO Darren Woods Says Our Next Generation Graphite Will Reduce Charging Times And Boost EV Range By 30%; Sees Potential Addressable Market For Company's New Products Of More Than $400B By 2030, Growing To $2.3T By 2050; CFO Kathryn Mikells Says...
OPEC has cut its oil demand forecast for the fifth consecutive month, with the largest reduction to date.
OPEC has lowered its forecast for Consumer growth in 2024 by 0.21 million barrels per day to 1.6 million barrels per day. Since July, OPEC has reduced its forecast by 27%. Analysts believe that OPEC's forecast still exceeds the general market expectations and there is a gap with this year's actual Consumer data.
OPEC Cuts Forecast of Oil-demand Growth for 2024, 2025
This Monolithic Power Systems Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
Elon Musk's Net Worth Surpasses Market Cap Of US Giants Like BofA, Johnson & Johnson, Salesforce, Chevron, Coca-Cola And More: Only 25 Companies Have Higher Market Cap
The Analyst Landscape: 8 Takes On Realty Income
Realty Income Analyst Ratings
Signals of deregulation in the Energy industry? Trump: Invest 1 billion in the USA, your company can receive expedited government approval.
Trump posts that the expedited approvals and permits include but are not limited to environmental aspects. Comments suggest that fast tracking may help him achieve his goal of increasing Oil & Gas development and reducing regulations, which is what he referred to as "we need to drill" during the October campaign.
Chevron Upgrades Pasadena Refinery, Supports US Gulf Coast Fuel Supply Growth
IBM Unveils Breakthrough In Co-Packaged Optics With High-Density Polymer Optical Waveguides, Promising 5x Energy Savings, 80x Bandwidth Gains, And 5x Faster AI Model Training, Paving The Way For Future-Proof Data Centers And Enhanced Generative AI...
The Google Willow quantum chip has been launched with great impact! Which U.S. stocks are likely to take off as a result?
IonQ predicts that by 2030, the market size for quantum computing will grow to $65 billion, and by 2040 it will rise to $850 billion.
Midday crude oil analysis: How is the price trend of Brent crude oil under the condition of oversupply?
Despite the ongoing geopolitical tensions, analysts have further lowered their price forecasts for 2025 due to the expectation of a supply surplus next year.
Google announces progress in quantum computing: surpassing supercomputers with 10 to the power of 25 calculations in under five minutes.
① Google claims that its quantum chip Willow can significantly reduce errors and address the key challenges of quantum error correction; ② Willow completed a 'standard benchmark computation' in less than five minutes; ③ the fastest supercomputers today would still take '10 to the 25th power' years to achieve the same.