The thematic Trader

 The thematic Trader - all about the thematic trends with trading.


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All is flashing in 2023 for a good year

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All is flashing in 2023 for a good year The  Breakaway Momentum    indicator compares the number of advancing stocks to the number of declining stocks in the market over a 10-day period. And it’s triggered when the amount of advancing stocks outnumbers declining stocks by about 2-to-1. This is very rare and usually only happens when bear markets are ending and bull markets are starting.   The  Whaley Breadth Thrust  indicator is similar. It compares the number of advancing stocks to the number of declining stocks in the market over a five-day period. And it’s triggered when the amount of advancing stocks outnumbers declining stocks by about 3-to-1. This, too, is very rare and usually only happens when bear markets are ending and bull markets are starting.  The    Triple 70 Thrust  indicator was also triggered. This happens when the percentage of rising stocks in the market exceeds 70% for three consecutive days. This is also a rare ...
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#5. Copper: Structural Supply Deficit and Demand Shock

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  #5. Copper: Structural Supply Deficit and Demand Shock Copper is one of the most vital metals powering the global energy transition, especially given that it is essential for electricity generation and transmission. Copper is critical for wind, solar, hydroelectric and thermal renewable energy and electric vehicles, and the amount required as demand for electricity increases is potentially immense. Renewable energy systems require 5-7x the amount of copper versus traditional designs, and electric vehicles (EVs) require 3x the amount of copper compared to gasoline-powered cars. Inventory levels for copper (and all industrial metals) are critically low (see Figure 2). Over a decade of underinvestment followed by COVID-induced restrictions and supply chain issues hampered supply growth leading to structural supply shortages with the tightest supply-demand balance in decades. The surprisingly post-COVID solid global recovery in demand has put copper in a deficit situation, requiring ...
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Ammonia is the fuel of the future

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Ammonia is also a fuel that can power internal combustion and jet engines.  An engine running on NH 3  emits nothing but water vapor and nitrogen. In fact, you can inhale and drink the exhaust from a car engine running on it. NH 3  has a 30% higher octane rating than gasoline, meaning it’s more stable under pressure. It’s less of a fire hazard, and it forms no soot, allowing engine parts to stay clean. As the British Royal Society points out,  "The maritime industry has already identified the significant retrofitting potential for ammonia as a green fuel for shipping, noting its ease of storage, existing maritime networks and bunkering capabilities." "Ammonia is the only zero-carbon fuel that will get you across the oceans." Planes can now run on ammonia rather than kerosene, allowing airlines to keep their existing fleet. A modification recently developed by the University of Oxford makes this possible.
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