Oleg Turceac

Discrete Accumulation on Smart City ETFs (GRN/CITIES) and Correlation with Oil Demand Destruction

"The market is not content with betting on the end of the automobile; it is actively financing its replacement infrastructure."…

2 semaines ago

Les ETFs thématiques « Infrastructures vertes » (ou green infrastructure)

Les ETFs thématiques "Infrastructures vertes" (ou green infrastructure) investissent dans les entreprises impliquées dans la production, le transport, le stockage…

3 semaines ago

Les ETFs thématiques « Smart City »

Les ETFs thématiques "Smart City" investissent dans les entreprises qui contribuent au développement des villes intelligentes : infrastructures connectées (IoT,…

3 semaines ago

Morgan Stanley Warning: The U.S. Could Face a Major Power Shortage by 2028

Morgan Stanley warns that accelerating global AI adoption is fueling an unprecedented demand for electricity, potentially leading to a 20%…

3 semaines ago

Russia Seeks to Create Grain Hub in BRICS Country

Russia is negotiating a grain distribution hub in Egypt, a BRICS member, using existing port infrastructure and Russian traders already…

3 semaines ago

Beyond the Ceasefire: Real Energy Damage Pushes Brent Crude Differentials to Record Highs

The perceived political resolution, described as "co-ordinated social media posts" rather than a genuine US-Iranian ceasefire, has failed to stabilize…

3 semaines ago

Hormuz Truce Fails to Quell Fuel Fears: IATA Warns of Months-Long Supply Snag

https://twitter.com/AlmaANET25/status/2041782097908789395 IATA Director General Willie Walsh warning that jet fuel supply restoration in the Middle East will require months even…

3 semaines ago

Oil and Gas Infrastructure Impact. Recession Risks through H2 2026

A JP Morgan Commodities Research table listing specific oil and gas assets hit across the Middle East, including pipelines, terminals,…

3 semaines ago

Project Agorá: The Largest BIS Experiment Merging Tokenized Deposits and Wholesale CBDC

Project Agorá, launched in April 2024 by the BIS Innovation Hub, is its largest public-private collaboration, testing a multi-currency unified…

3 semaines ago

Systemic Evaluation of the « Selective Credit Crunch » and Modeling of Bank Non-Contagion

Private Credit will not trigger a systemic global banking crisis like 2008, but acts as an extreme amplifier of sector…

3 semaines ago