*****
Posted on 03/06/2025 7:43:16 AM PST by Miami Rebel
Many euro stocks are up 200-700% in the past week
“....which means the international bond market gets to use them as a chew toy.”
????????????????????
Bund 10-year yield = 2.8%
USTsy 10-year yield = 4.24%
Wait a year and report back.
Lol.
US LNG sales to Europe will grow by leaps and bounds under President Trump.
While I recognize you’re being facetious, the S&P Euro ETF is up 14% YTD versus the SPY -2%.
The great news is that the financial markets give you report cards every day.
Again.
They have a population of 84 Million.
How many will actually fight?
Is there a history of Germans not serving in their countries military?
History teaches us this has not been a problem.
This ain’t your great Grandfather’s Germany.
Now you might get some “Germans” to fight if you declare a “Jihad” on Russia.
I wouldn’t bet on that.
Of course you’re free to.
“ Where are they going to get the soldiers?”
Heh…Syria, Pakistan and Gaza
And probably Yemen too (Houthis)
Stock prices short-term are driven by emotion.
Total trade between USA, Mexico and Canada per year is $1.5T. 25% of that is $400B. Just how is $400B/yr supposed to create havoc in world financial markets?
The USA spends $400B on gay pride parades...
*****
Facetious? Eutelsat went up 900% is 3 days, as investors saw it as a Euro alt to Starlink. Many other examples.
That’s a Game Stop-type aberration.
As of now, the vast majority of AI data centers are planned for the grid. Only a handful are talking nuclear.
US electricity is majority nat gas. Still some coal. The rest what it has always been, wind and hydro.
So the AI data centers are going to burn nat gas. So in your world so much more nat gas will be produced that it will keep America warm, power AI data centers and still have enough LNG to ship to Europe.
Know your numbers. 360 billion cubic meters of US natural gas burned for electricity. 1.1 Trillion cubic meters natgas produced overall. And LNG export was 13 billion cubic meters for 2023 for which there are already customers (Netherlands and Asia).
So 1.1T - 360B - 13B is 727B cubic meters of natgas used in the US for all else — namely heating homes and some natgas vehicles.
German nat gas consumption
2019 89.3B cubic meters
2020 87.1B cubic meters Covid
2021 91.7B cubic meters
2022 77.5B cubic meters
2023 75.7B cubic meters
We already have customers for the 13 Bcm we convert to LNG. We face much more domestic nat gas consumption. And Germany needs 16 Bcm just itself, not counting the rest of Europe.
Not gonna happen.
Your projections are extremely bullish.
That said, $75 billion is going into the Plaquemines export terminal alone. So it’s fair to say your estimates of the market aren’t universally accepted.
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