Tag: Insider Weekly

Capitalist Viewpoints
CapEx Team

EUROPE, DRY SHIPPERS LOVE YOU

The EU formally adopted the fifth round of sanctions against Russia last week. In essence, it targets Russia’s coal sector. European companies will no longer be able to enter into new agreements to purchase coal from Russia, and any existing contracts will have to be terminated during early August. So

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Current Affairs/Politics
CapEx Team

DUBAI

As far as I can tell the Emirates are doing everything in their power to open this place up and make it more attractive. Two examples of many: Dubai Land Department makes all real estate data publicly available as it strengthens transparency – Arabian Business UAE Cabinet approves Executive Regulations

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Energy
CapEx Team

I HATE BEING RIGHT

No, really. Especially about crappy things like this. But here we are and the pointy shoes in Berlin have a solution to their self-inflicted energy catastrophe. You wanna know what it is? Nationalize their energy assets. I know, I know… it’s what Venezuala did and it’s been tried and tested

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Capitalist Viewpoints
CapEx Team

The Road to Zero

Human beings — regardless of race, religion or culture — like to embrace any belief that is absolute. This is because absolute beliefs are simple, easy to comprehend, and false positives that offer us a false sense of security. If we come to believe that a particular idea, place, or

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ankara
Current Affairs/Politics
CapEx Team

THANK YOU, NATO

The reason to consider Turkey is because, as we move into a time of increased uncertainty, and with the power vacuum left by the United States, I believe Turkey will once again become a key player. Not many Westerners seem to consider Turkey, which I find odd given its geographical

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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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food prices
Agriculture
CapEx Team

GERMAN FOOD PRICES RISE 20-50%

Isn’t it weird how all of a sudden hell breaks loose on the inflationary front. Inflation in Germany is more or less the highest in at least a couple of generations. Ah, blame it on the Russians. While inflation may be at the highest in a few generations, bond yields

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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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