Sphaera Global Research
301 posts
@SphaeraResearch
Emerging markets intelligence: equity research, infrastructure analysis, and energy sector insights across Emerging Markets. https://t.co/V7N84piXJU
Japanese 10-year yield hits its highest level since 1997
CHINA HAS INDICATED IT WILL HALT EXPORTS OF SULFURIC ACID FROM MAY
This is like South Africa levels of discount. "The Osiek sulfur mine in Poland is the world's only active underground smelting (Frasch process) sulfur mine, with anticipated economic reserves of over 499 million tonnes of native sulfur as of 2024" - thats 255 billion USD of Sulfur at todays price lmao - company market cap is $0.5 Bln Even if you take the industrial/proven reserves of 15 million tonnes = 7.5 Billion USD. This is just Sulfur - not their main business Urea/Nitrogen Ferts $ATT.pl (WSE)
"Central bank gold buying – the end of an era?" UBS
Another fresh high in the Blackjack 21. Banks, Insurance, Investment Banks, Discount to NAV Setups, hopefully something for everyone. Average YTD return of 9%, average P/E still a mere 8.1x (excluding Interactive).
Brazil $EWZ up +25% YTD… 1-year performance: 🇧🇷 $EWZ +62% 🇺🇸 $SPY +22% From Q1 last year. Golden Age. 🚀☀️
The world burns 104 million barrels of oil every single day. Here's who needs it most: 🌏 Asia/Pacific 39,439 kb/d 🌎 Americas 32,127 kb/d 🌍 Europe 14,240 kb/d 🕌 Middle East 9,213 kb/d 🌍 Africa 4,922 kb/d Non-OECD (emerging world) 58,924 kb/d OECD (rich world) 45,843 kb/d The developing world already consumes more oil than the wealthy one. And it's growing faster. This is why the Hormuz crisis hit Asia first and hardest. 39 million barrels/day of demand. Almost entirely supplied through one strait. The ceasefire matters most to the biggest bowl on this chart. Asia needed Hormuz open more than anyone. Read my latest article on it link here👇 themerchantsnews.substack.com/p/the-relief-r…
Samsung plans a $4 billion outlay to build a chip packaging plant in northern Vietnam, as the country’s largest foreign investor expands its footprint in the country bloomberg.com/news/articles/…
Will Braskem’s debt ever be paid off? Here’s the situation according to BofA. It should be fun. $BAK $BRKM
Egypt agreed to buy all the gas that will be produced from the Aphrodite deposit in Cyprus, as the North African country looks to ensure long-term supply and reduce reliance on Israel bloomberg.com/news/articles/…
