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25.11.25 - 20:12
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Grid-Scale Battery Boom Sparks Lithium′s Comeback (ZeroHedge)
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Grid-Scale Battery Boom Sparks Lithium's Comeback
Lithium prices have awakened from a multi-year bust in the second half of this year, with Chinese lithium carbonate prices jumping from $6,000 a ton to $11,000 a ton, driven by what Goldman analysts describe as "temporary Chinese supply cuts" and "strong energy-storage-system (ESS) demand."
For some context, lithium markets flipped dramatically from the 2020 to 2022 "white-gold supercycle" hype to a two-year bust cycle as supply collided with much softer-than-expected worldwide EV demand growth.
With the EV adoption curve stalled and consumers balked at record-high new-car prices amid high interest rates, lithium prices have been on the rise due to a major surprise: tightening near-term supply and rising ESS demand.
"This leads us to delay the timing of a price correction we still expect to the latter half of 2026. We maintain our view that supply delays will be required by 2027 to rebalance the market,&quo...
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25.11.25 - 14:12
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Golar LNG announces successful completion of $1.2BN FLNG Gimi bank facility (GlobeNewswire EN)
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Golar LNG Limited (“Golar”) is pleased to announce that it has successfully closed and drawn a new $1.2 billion asset backed debt facility agreement with a consortium of banks including ABN AMRO, Citibank, DNB, Goldman Sachs and Standard Chartered Bank for the refinancing of FLNG Gimi. The new $1.2bn bank facility replaces an existing bank facility with an outstanding amount of $627 million as at Q3 2025....
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25.11.25 - 11:30
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White-Label-ETFs: Goldman Sachs scheiterte – nun starten Amundi und andere den nächsten Anlauf (Das Investment)
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Goldman Sachs gab mit seinem Accelerator nach zwei Jahren auf. Dennoch wagen immer mehr Unternehmen den Einstieg ins White-Label-Geschäft. Die Anbieter hinter dem Trend.Zwei Jahre lang versuchte Goldman Sachs, mit White-Label-ETFs Geld zu verdienen. Dann wurde die Plattform wieder geschlossen. Dennoch wagen Amundi und Weitere den Einstieg. Amundi will laut Geschäftsstrategie "Invest for the Future" bis 2028 White-Label-ETFs anbieten. Bereits im ersten Halbjahr 2026 plant Laiqon mit Amundis ETF-as-a-Service-Plattform einen KI-ETF aufzulegen. IP-Concept springt als White-Label-Anbieter ebenfalls auf den ETF-Zug auf. Die Tochter der DZ-Bank plant laut "Fonds Professionell" ab 2026 aktive und passive ETFs aufzulegen. Naro IQ ist einen...In Verbindung stehende Nachrichten:Überschussbeteiligungen 2026 / Newsticker: So passen Lebensversicherungen ihre Kunden-Boni anYougov und Handelsblatt: Die beliebtesten Versicherermarken 2025Andreas Vollmer vom BVK: "Der Rückenwind für diese V...
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24.11.25 - 12:48
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College-Educated Oversupply Crisis Worsens (ZeroHedge)
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College-Educated Oversupply Crisis Worsens
The widening mismatch between an oversupply of college-educated workers and a deepening shortage of talent for non-degree, hands-on jobs has grown even more pronounced.
Bloomberg reports that the latest delayed BLS data shows a sharp deterioration in white-collar jobs, especially those holding four-year degrees, now making up a record 25% of all unemployed - or about 1.9 million folks, the highest level since 1992.
The unemployment rate for bachelor's degree holders climbed to 2.8% in September, while joblessness for other education groups remained relatively the same. Young degree-holders are getting squeezed the most: unemployment for ages 20 to 24 jumped to 9.2%, an increase rarely seen outside recessions.
The jobs data builds on our note last week, citing Goldman analysts led by Evan Tylenda, who spoke with labor demographer Ron Hetrick.
Their discussion highlighted an alarming shift in the labor market: an oversupply of college graduates ...
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24.11.25 - 07:45
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Bär in Full-Crisis: Nächster 150-Mio-Abschreiber (Inside Paradeplatz)
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Vertrauenscrash nach 3. Grossbereinigung mit Schrott-Immobilien – Gewinnwarnung 2025. Goldman-Sachs-Leute am Drücker.
Die Julius Bär setzt das Vertrauen von Investoren und Kunden aufs Spiel. Sie hat heute früh einen nächsten Gross-Abschreiber offengelegt. Dieser beläuft sich auf 149 Millionen Franken und erschüttert die grösste Privatbank des Landes. Es handelt sich um den 3. […]...
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24.11.25 - 00:36
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China′s AI stock rally has room to run as valuations lag US giants: Goldman (SCMP)
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The artificial intelligence-led stock rally in China is far from a bubble, as the nation's technology firms still have room to expand valuations and earnings through their focus on applications, according to Goldman Sachs' chief China equity strategist.
China's approach to investing more capital in AI applications as opposed to the US strategy of focusing on computing power gave investors “comfort that its AI monetisation capability could be better, at least in the short term”, Kinger Lau said......
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