Energy Prospectus

Further more names to explore and a familiar name... Apart from new engine designs, there is also the growing prospect of using natural gas as a feedstock to manufacture gasoline and diesel directly, something that would provide a drop-in outlet for the current supply glut. In an article we wrote in...

Compliments of Doomberg but I give further credit to the late great Boone Pickens: That which can’t go on forever usually doesn’t, and valuable hydrocarbons won’t trade for substantial discounts to their molecular peers indefinitely. Heat is heat, after all, and market forces will grind away at this...

Thanks for posting your analysis. Very helpful!

This am on Maria's Morning with Maria suggested that gold miners have not reflected the recent runup in gold prices and accordingly might be a good investment opportunity. I agree. AEM, AGI, FNV might be good place to start doing some due diligence.

https://www.bnnbloomberg.ca/video/we-remain-bullish-on-oil-but-don-t-expect-it-to-reach-us-100-eric-nuttall~2899322

Great piece. Thanks for sharing. Looks like you have your playbook. Consistent with most recent pieces in Uranium Insider April newsletter (highly recommended) and John Rubino’s recent substack piece. Looks like the beginning of the next Industrial Revolution if government can get out of the way. St...

https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-tuesday-april-2-2024~2894073

In case you missed it.

From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...

Some box of chocolates!

Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.