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0 signalsยทno escalationsยท20 elevated
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โ› Lithium SqueezeOPP
7 signals

Chile/DRC/AU supply constraints ยท market priced for prior risk

๐Ÿ‡จ๐Ÿ‡ฑ CL๐Ÿ‡จ๐Ÿ‡ฉ CD๐Ÿ‡ฆ๐Ÿ‡บ AU๐Ÿ‡ฟ๐Ÿ‡ฒ ZM๐Ÿ‡ฟ๐Ÿ‡ผ ZW
miningenergy
๐Ÿšข Red Sea EscalationRISK
14 signals

Expanding to Indian Ocean ยท shipping + energy cross-signal

๐Ÿ‡ช๐Ÿ‡ฌ EG๐Ÿ‡พ๐Ÿ‡ช YE๐Ÿ‡ฎ๐Ÿ‡ณ IN๐Ÿ‡ช๐Ÿ‡บ EU
energyagriculture
๐Ÿฆ EM CB PivotOPP
9 signals

Turkey/Brazil/India rate signals converging ยท TRY discounted

๐Ÿ‡น๐Ÿ‡ท TR๐Ÿ‡ง๐Ÿ‡ท BR๐Ÿ‡ฎ๐Ÿ‡ณ IN๐Ÿ‡ฟ๐Ÿ‡ฆ ZA๐Ÿ‡ฒ๐Ÿ‡ฝ MX
financials
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โœฆ Top Opportunities
๐Ÿ‡จ๐Ÿ‡ฑChileENTRY82
๐Ÿ‡ฎ๐Ÿ‡ทIranENTRY78
๐ŸณUKWATCH74
๐Ÿ‡น๐Ÿ‡ทTurkeyWATCH74
๐Ÿ‡ป๐Ÿ‡ณVietnamEARLY71
๐Ÿ‡ฎ๐Ÿ‡ฉIndonesiaWATCH68
โš  Top Risks
๐Ÿ‡บ๐Ÿ‡ฆUkraineEXIT91
๐Ÿ‡ท๐Ÿ‡บRussiaEXIT89
๐Ÿ‡ฐ๐Ÿ‡ฟKazakhstanEXIT88
๐Ÿ‡ฎ๐Ÿ‡ฑIsraelREDUCE78
๐Ÿ‡ณ๐Ÿ‡ฌNigeriaREDUCE76
๐Ÿ‡จ๐Ÿ‡ณChinaREDUCE76
IndustriesAll sectors โ†’
โšก Energyโ†‘34%
78
REDUCE
โ› Miningโ†‘8%
72
WATCH
๐Ÿ›ก Defenseโ†‘18%
65
WATCH
๐Ÿ’ป Technologyโ†“8%
62
WATCH
CompaniesAll companies โ†’
ENIEni SpA๐Ÿ‡ฎ๐Ÿ‡นโ†‘34%EARLYTTETotalEnergies SE๐Ÿ‡ซ๐Ÿ‡ทโ†‘34%EARLYAPAAPA Corporation๐Ÿ‡บ๐Ÿ‡ธโ†‘34%REDUCECOPConocoPhillips๐Ÿ‡บ๐Ÿ‡ธโ†‘34%REDUCEARAntero Resources Corporation๐Ÿ‡บ๐Ÿ‡ธโ†‘34%EARLYHESHess Corporation๐Ÿ‡บ๐Ÿ‡ธโ†‘34%NEUTRALEOGEOG Resources, Inc.๐Ÿ‡บ๐Ÿ‡ธโ†‘34%EARLYOKEONEOK, Inc.๐Ÿ‡บ๐Ÿ‡ธโ†‘34%EARLY
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