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
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
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
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.
With oil prices dropping some 35% over the past few weeks, is the “bull market” that began in early 2016 over?
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.
Welcome back! Mt. Batur in Bali. Thanks a lot to your fellow subscriber Elizabeth. And one from subscriber Mike. Anzac Day parade… taken 10 years ago. Don’t forget to send me your sunset shots to share with all. Onto This Week’s Musings and Observations: Why Texas Tea is going to $100
We write why our view on Russia has changed and what impact that has on the existing portfolio of asymmetric investment opportunities.
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