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· Post-Market Alpha · by Buzzberg Research
Structural US natural gas deficit projected by 2028
Bottom-up analysis indicates that surging LNG exports and AI-driven power demand will outpace domestic production capacity, leading to a historic drawdown of working gas storage starting in 2028.
Global liquidity cycle turning bearish
George Noble argues the global liquidity cycle has turned due to fiscal deficits, sticky inflation, and a worldwide capex boom, removing the central bank safety net.
TSMC price hikes signal persistent AI-driven inflation
TSMC plans to raise chip prices by up to 10% next year to reflect rising manufacturing costs, a move analysts view as a signal of strong demand but also a source of inflationary pressure for the broader supply chain.
GM raises full-year profit guidance by $500 million
General Motors beat Q2 estimates and raised its full-year profit guidance by $500 million, citing consistent execution, warranty savings of $1.5 billion, and digital revenue growth exceeding $3 billion.