... promised to invest $600 billion into the U.S. economy – directed towards infrastructure, green technologies, and more. Thus, the deal is mutually beneficial: Europe gains guarantees of energy security, while the U.S. expands its markets and attracts capital. Energy Component: The European Union committed to purchasing energy resources from the U.S. worth $250 billion annually (oil, LNG, petroleum products, nuclear fuel). It is anticipated that the U.S. will become the key supplier of gas and oil ...

... momentum: clean energy is setting new records and reclaiming market share from fossil fuels. The overall trend worldwide is a steady increase in investments in electricity generation and networks. According to the International Energy Agency, global capital investments in energy are projected to reach a record $3.3 trillion in 2025, with about two-thirds of this amount going to clean technologies (renewable energy, grids, energy storage, nuclear generation). This is double the investments in traditional ...

... Markets typically price the likelihood of extreme events as very low, but the estimated 17% probability of a nuclear incident this year by some analysts indicates that the risk is non-zero. An unexpected crisis could trigger panic selling on exchanges and capital fleeing to protective instruments. Defense Industry: The modernization of nuclear forces and a new arms race mean increased defense budgets in many countries. Major defense contractors (rocket and space corporations, submarine producers, control ...

... global aviation—airlines are actively returning fleets to operation, leading to increased demand for engines and parts. If financial results exceed forecasts (e.g., EPS closer to $1.6–1.7, revenue >$550 million), it will confirm FTAI's effective capitalization on market conditions. It is important to hear from management about plans to expand the fleet of leased engines and long-term contracts with carriers. Potential reaction: FTAI shares have already risen significantly this year, so a truly ...

... 2025 год станет годом "инфраструктуры" и "фундамента", а не рыночного хайпа и ценовых скачков. Подобное мнение разделяют и в Pantera Capital, где прогнозируют возвращение фокуса на проекты с сильной фундаментальной базой, что контрастирует с текущей ориентацией рынка на хайповые ...