Everyone knows that home affordability is a massive problem in the United States. Now, of course, people always focus on what some of the drivers of the problem are. We don't have enough regulation at the local level that empowers builders to build more supply. You don't have enough supply, home prices end up being unaffordable.Also, the cost of capital is too high. Mortgage rates are through the roof. And so, if people can't afford the mortgage payment, obviously, homes become unaffordable as well.But one ...

Oil rose to a three-week high after futures topped a key technical level, accelerating gains driven by US President Donald Trump’s increasingly hawkish rhetoric against Russia as traders watch for supply disruptions from the OPEC+ member. West Texas Intermediate rose as much as 2.3% to top $64 a barrel after Trump said he thought NATO nations should shoot down Russian aircraft that violated their airspace and struck a more sympathetic tone about Ukraine’s chances of winning the war. He also reiterated the ...

23 September 2025 | 7:47PM EDT Equity Research Micron Technology Inc. (MU): Strong outlook driven by continued DRAM momentum and NAND inflection Key stock takeaways: We expect the stock to move higher following a quarter and guidance that were well ahead of the Street, despite elevated investor expectations heading into the quarter. The DRAM market remains very healthy, and the NAND market has tightened substantially in recent months - which should drive ongoing tailwinds for Micron's business. The company' ...

The US will briefly have enough rare-earth magnet capacity to meet domestic demand around 2028, before rapid growth from high-tech sectors drives the need for even more supply, according to consultancy Adamas Intelligence https://t.co/sJNR6MPYUC ...

China will ban new steel capacity and reduce production, in the latest move to help balance supply and demand in the 1-billion-ton a year industry https://t.co/OGGPlSAyFd ...

Traders use technical indicators to gain insight into the supply and demand of securities. Here, we look at seven such technical trading tools. https://t.co/gxChaJlZDk ...

RT chainyoda (@chainyoda)SOL supply is 2x 2021 but SOL usage is 10x 2021. What are yall little bitches complaining about? ...

Vietnam is expected to harvest its biggest coffee crop in four years following good rainfall, which may help to alleviate tight supply and put downward pressure on global prices https://t.co/fy1ChzgngU ...

Summary of Lithium Market Research Industry Overview - The research focuses on the lithium market, particularly its dynamics influenced by electric vehicle (EV) demand and energy storage systems (ESS) [1][2][31] Key Points and Arguments Price Forecasts - Lithium prices are projected to decline to an average of $8,900 per ton in 2026, slightly below the current spot price of $9,150 per ton [1] - If supply delays occur, prices could drop below $8,000 per ton by 2027, nearing the 75th percentile of the cost curve [1] - Prices are expected to rise to $9,100 per ton in 2027 and $9,500 per ton in 2028 as supply cuts are implemented [3][15] Demand and Supply Dynamics - Global lithium demand has increased nearly threefold since 2021, primarily driven by EVs and stationary storage adoption [2] - Demand is expected to rise by 49% from 2025 to 2028, but supply is projected to exceed demand by 26% in 2028 unless producers limit expansions [2] - A total of 1.3 million tons of new supply is planned by 2028, which is nearly double the amount needed to balance the market [2][19] Market Cycles - The lithium market is characterized by a boom-and-bust cycle, with high demand leading to significant price increases followed by rapid supply expansions that cause price collapses [2][17] - The boom in prices and profits in 2022-2023 has led to excess planned supply, contributing to the current bust phase [19] Regulatory Impact - Regulatory actions in China have temporarily suspended 10% of domestic lithium supply, leading to a 24% price increase from mid-2025 lows [2][25] - Despite this, high inventory levels are expected to lead to restarts in Q4 2025, indicating that the price boost is likely temporary [2][22] Inventory Levels - Global lithium inventories are projected to remain high, with around 89 days of demand cover expected in 2026 [15][40] - The market is anticipated to stay in an "orderly bear" regime, avoiding excessive inventory buildup [40] Energy Storage Systems (ESS) - ESS demand has surged, with production up 60% year-to-date in 2025, contributing to a more balanced market despite slower EV demand growth [31] - ESS is expected to account for a significant share of lithium demand, projected to rise to 20% by 2030 [35] Market Regimes - The lithium market is categorized into five regimes based on inventory levels and price anchors, with current conditions suggesting a "disorderly bear" market [33][34] - Prices below $8,500 per ton could lead to mine curtailments, while prices above $12,500 could trigger value-chain destocking [34] Additional Important Insights - The lithium market's unique characteristics, such as low substitution options and rapid supply scaling, contribute to its volatility [18] - The need for consistent supply growth to meet demand is critical, with an estimated 15% annual growth required from 2025 to 2030 [38] - The relationship between lithium hydroxide and carbonate prices has shifted, with hydroxide trading at a discount recently [43] This comprehensive analysis highlights the complexities and evolving dynamics of the lithium market, emphasizing the interplay between demand, supply, regulatory impacts, and pricing strategies.

Bitcoin reaching $1 million someday is not BS. This is the reality. This is becoming more and more clear every day.When you understand the supply and demand numbers, all of this becomes crystal clear. My favorite view of the value of Bitcoin on a long-term basis is to look at the size of the market it's going after. I think Bitcoin is well on its way to disrupting gold.That's a 20 trillion market. I think it's going to be used for international transaction and uh crossber transactions. That's another many t ...