Category: oil & gas

Capitalist Viewpoints
CapEx Team

ANGLOS: GO WOKE, GO BROKE!

Remember last year when Anglos got rid of their thermal coal assets in South Africa, doing the “woke politically correct” thing. Well, what another brilliant wealth-creating exercise. Look at what has happened to the coal “assets” (more like liabilities in Anglo’s eyes): Oh, my gracious! Look at the valuations and

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Currency
CapEx Team

EU TO BLOCK RUSSIAN COAL

So the EU, already in the middle of the worst energy crisis since the Arab oil crisis and likely worse, is now pushing to eliminate imports of Russian coal. Just so you understand the importance of Russian coal to Europe… Some 70% of Europe’s thermal coal comes from Russia. Coal accounts

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Energy
CapEx Team

WHERE’S IT GONNA COME FROM?

Stop staring at your gains from the energy stocks for a second here. Take a seat in a nice quiet place and ask yourself this one really simple question: if oil demand continues to grow at ~1 million b/d for the next 8-10 years, where is the oil supply coming

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electric vehicles, EVs, wind turbines
Climate Change
CapEx Team

GIRD YOURSELF FOR THE GRID

Here’s a fun EV fact. To match the 2,000 cars that a typical filling station can service in 12 hours, an EV charging station requires 600 50-kW chargers at an estimated cost of $24 million and a supply of 30 megawatts of power from the grid. For. Each. Filling. Station.

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Insider
Chris MacIntosh

Let’s Get Geophysical

Clearly no one is looking at this sector, which we can see as analysts have stopped covering them and a brief scan of the charts tells us they’re about as loved as steak at a vegan food festival. Few would dare tread here as many/most companies that have served the market for years have declared bankruptcy, and others have announced their intention to exit the market entirely.

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