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14 October 2021
H2 boosted by nuke
H2 stands for Hydrogen Hyped. So we think with an eye on the hard law of thermodynamics, which ...
04 October 2021
Generali/Mediobanca: A bloody game of thrones
Generali and Italy’s most powerful business empires are throwing themselves into a bloody battle ov...
01 October 2021
Banks like Jay
Jay Powell’s talk of an earlier than planned rate tightening pleased European banks. While they wer...
28 September 2021
Energy storm rising
Markets and AlphaValue have been wrong-footed by the sudden twists of energy mark...
22 September 2021
Energy markets in panic mode before winter starts
Supply constraints along the intricate energy system have caused a surge in European electricity an...
20 September 2021
Metals & Mining: Pricing correction (again) underway
Iron ore markets have (again) come under immense pressure over the past few days. As a result, th...
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