Mimi Kong

US natgas prices edge up to 15-week high on weeks of low storage builds Storage injections in July, August and so far in September were at record lows, according to federal energy data going back to 1997. That is because many producers reduced their drilling activities earlier this year after average spot monthly prices at the U.S. Henry Hub benchmark in Louisiana fell to a 32-year low.

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"Burn, baby, burn. That's a beautiful thing," This is the (in)famous line from an Enron trader that was caught on tape and made headlines when the company was celebrating California forest fire, so that they can make more money. ( https://lnkd.in/grEwRHCJ ) Reading the below Bloomberg article celebrating that “US oil production will increase by 600,000 more barrels per day in 2025, 50% more than 2024” , it feels that now the country supposed to be leading the world is singing the same “Burn baby burn”, this time for the earth burning. Since 1850 US historically has emitted 509GtCo2, which is 20% of the global emission, far surpassing China’s cumulative 11%. Now when the biggest emitter who is supposed to be leading the world in reaching Net Zero, is celebrating that they will continue to emit and to burn the earth. What is the earth’s future, this is a collective question for all. #burnbabyburn Oil Was Written Off. Now It’s the Most Productive US Industry https://lnkd.in/gJ2mV4zP

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The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/3x5bNqi #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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I did a great podcast session with Adam Gregory Goern on the forgotten patterns of global demand that are now catching folks out in the #criticalminerals space. For example, copper demand has shifted greatly in the last 25 years. The USA used to dominate, now they are a distant second. US copper demand growth has been flat for twenty years. China now accounts for 50% of final demand and accounts for almost all of global growth. The position in rare earths is even more marked. Why *does* China dominate Critical Minerals supply? Simple. They actually dominate demand. They need it to supply their manufacturing industry. #DemandChain #SupplyChain

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After a little bit of vacay, I am back at it with these two brilliant minds: Rob Barnett, Senior Engergy Analyst at Bloomberg Intelligence, and Rob Du Boff, CFA, Senior ESG Analyst also at BI. Today's The Plantbased Business Hour with Elysabeth Alfano is a re-run of my podcast for NYSE (New York Stock Exchange), Upside & Impact: Investing for Change. Major take-away: It isn't ESG. Is isn't sustainability. It isn't impact. It isn't any one overarching umbrella that is solved by investing. It is the one thing that is important to you and then you find the best investment therein. Maybe for you it is gender and equity. Then that's what it is: gender and equity, not ESG. Maybe for you it is biodiversity and mitigating the damage. Then that's what it is: biodiversity and not overall sustainability. Maybe for you it is supporting innovators to create meaningful change. Then that's what it is: innovation and not overall impact. Invest in the deep areas of meaning for you by finding the best investment thesis. Happy investing! We are " #live " #today at 1p PT. RIGHT HERE! Join us! #plantbasedbuinesshour #impact #investing #podcast

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The energy infrastructure sector continues its strong start and an encouraging future outlook. Global energy demand continues to rise, fueling robust growth in this critical industry. The U.S. is leading the charge in energy exports, showcasing its position as a key player on the global stage. Meanwhile, increased oil and gas production is driving economic benefits, and we believe advancements in AI are set to revolutionize the sector. Learn more about these exciting developments and what they mean for the future of energy in this video using the link below! https://bit.ly/4dwCCn3 #EnergyInfrastructure #MarketUpdate #AI #EnergySector

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As the DOW Jones closed above 40,000 for the first time in its history, Olaolu Aganga recently joined the team on CNBC’s Closing Bell to discuss our playbook in alternatives and current strategic and tactical asset allocation views. Through what many have described as a “supercycle” election year, we see large asset owners seeking out stability in longer-term allocations to alternatives – including private credit and private equity. Typically marked to market at a slower rate, exposure to alternatives can provide important stability through more volatile periods. Balancing strategic and tactical decision making across portfolios is all about assessing risk and return relative to time horizon. Strategically, we’ve been neutral on Europe for some time, but tactically, we’ve been looking internationally to capture opportunities across emerging markets, most recently in China where we see valuation distortion. Join the Mercer Investments team and Olaolu Aganga LIVE in Nashville for the Global Investment Forum June 10-12: bit.ly/3Vm71yw

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Despite obstacles like slow permitting and rising costs, the U.S. offshore wind industry is picking up pace and will be a central component of the country’s clean energy future. Read our latest research examining the opportunity for U.S. offshore wind today. #nuveeninfra https://bit.ly/4ejihme

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Several trends over the coming decade are expected to increase electricity demand significantly. See how these tailwinds are creating an opportunity for utilities to be the next growth sector. https://lnkd.in/g_QebNCt #Utilities #CapitalGroup #CapitalIdeas

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Heading into a volatile stretch, we look at commodity performance going into and coming out of the U.S. election. Commodities like #GSCI #gold & #Oil are among the lowest correlated assets to stocks. https://lnkd.in/eEiUnS-P

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If you aren’t too familiar with the benefits of global carbon markets, I would urge you to look at the latest report from CFA Institute. Authored by Yushuo Yang, Ph.D., CFA, FRM and Rhodri Preece, CFA, An Effective Tool for Net Zero: A Foundational Overview of Global Carbon Markets, highlights how global carbon markets (GCMs) are pivotal in pricing carbon and reducing emissions. By capping allowances and promoting the trade of carbon credits, GCMs drive meaningful decarbonisation across industries. It’s hugely beneficial for investors to understand the role that GCMs can play in investment strategies. GCMs are more than regulatory mechanisms, they’re pathways to impact investing and green finance growth. https://bit.ly/3CBMxu5 #NetZero #ClimateFinance #SustainableInvesting #CarbonMarkets #ESG

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What’s happening in the Orange County Industrial and R&D markets? Here’s a snippet from Voit’s Q3 OC Industrial Market report feature article “Will Rate Cuts Fuel a Rise in Industrial Prices?” by Adam Hill and Ryan Fischer.  “Once inflation fears abate and election uncertainty is behind us, those who have been on the sidelines may rush into the market. They will be eager to secure properties while interest rates remain lower, and the resulting surge in demand could intensify competition, particularly for prime industrial assets in Orange County where supply is already limited.” “However, the timing of this potential price spike is uncertain and depends on a variety of factors. In addition to the concerns over inflation, clarity on tax policies after the election could either unlock investment potential or further deter investors, as critical components of the Tax Cuts & Jobs Act of 2017 are set to expire at end of next year.” To read the entire editorial, get updated with current statistics, and see our forecast for the next year, download the Q3 2024 OC Industrial Market Report at https://lnkd.in/gReNkFJJ and the Q3 2024 OC R&D Market Report at https://lnkd.in/gwDhV7dn  Visit Voit’s Market Report page at https://lnkd.in/ge_8wESr to view reports for additional Southern California markets. #voitrealestate #crebroker #commercialrealestate #socalrealestate #marketupdate #marketreports #industrial

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Let’s Talk Future™️ brings together Oppenheimer’s Colin Rusch, Noah Kaye, and Kristen Owen to discuss how battery materials and structures must evolve as we support AI and edge devices. 🔋 Explore how the race toward a zero-emissions economy is heating up and what it means for energy storage, tech, and beyond. 🎧 Listen now to gain insights from these industry leaders. https://bit.ly/3ZZ74m9

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Looking under the hood, this week we learned: Q3 #Earnings: Off to a good start #CPI: Higher, driven by in part by discretionary spend like transport services (planes) and apparel #PPI: Inflation in services, deflation in goods The transition out of the information age and into the #automation age is increasingly evident in the data. New technologies are helping producers become more efficient, and that is translating to better #margins across those industries. A powerful pairing with healthy consumer demand for discretionary items and a strong labor market. Check out Global X ETFs Inflection Points for some weekend reading on this new industrial revolution: https://lnkd.in/dQnSUvt7

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If you're interested in a deep but straightforward download on the renewables industry, this Odd Lots episode is great! In their interview with Brett Christophers, Joe Weisenthal and Tracy Alloway dig into many elusive issues, including why the plunging cost of solar hasn't translated into greater adoption, and precisely how market mechanisms conflict with the ultimate goal of a clean energy grid. After listening I immediately purchased Christophers' book, "The Price is Wrong: Why Capitalism Won't Save The Planet" Here's the link: https://lnkd.in/ecDEhcb3 #investing #solar #renewables #elecricity #grid #stocks

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The scale of projected power use from Generative AI is surprising—as are the technology's potential benefits for sustainability efforts. As data centers expand, they may drive demand for renewables, such as wind, solar, energy storage, and fuel cells.

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