Energy Prospectus

"Building over 100 new natural gas fired power plants is the only near-term solution." Dan, any companies you are aware of that are in the business of building these plants ? I post this article from ZH three weeks ago but thought you might have some thoughts through your vast network of p...

Just an FYI. BWLLF is being listed on the NYSE on April 29th but the shares will start to be moved tomorrow. BW LPG is a world leader in LPG shipping. "We use pioneering technology to power our vessels with cleaner-burning liquefied petroleum gas (LPG), and invest in R&D to take us towards ...

With this kind of law, Eric Nuttall will go to jail..
https://twitter.com/thevivafrei/status/1782543641979809850

Justin Huhn (Uranium Insider) came out with a You Tube video on the outlook of spot prices, government investment, uranium reactor life extensions, AI data center energy needs. Worth the watch.

https://x.com/energyburrito/status/1782199564331626961

May want to check out HudBay Minerals(HBM), Toronto based company in copper, zinc, molybdenum, and precious metals. Has mines in AZ and Nevada. Third largest producer in Canada. Also mines in Peru. Has a minute dividend, growing positive free cash flow and debt which appears under control.

Conventional wisdom is changing. It's not Biden.. no longer conspiracy theory that this is Obama's third term..

https://www.powerlineblog.com/archives/2024/04/wisdom-from-the-book-of-samuels.php

And here's the rub on Iranian oil sanctions.. "But so far it doesn't look like new sanctions on Iranian oil are on the table, which will no doubt result in further Republican anger that Biden has been more worried about gasoline prices (and his own re-election chances) than Israel's security. I...

Seems as if Iran has mastered the perceived "sanctions" world of feckless Biden policy

https://www.zerohedge.com/markets/irans-oil-exports-climb-highest-level-6-years

Orindakid, the mines in Brazil will develop 'amazing' and then Lula and the crazy Supreme Court of Brazil will nationalize it. Elon Musk will tell you all you need to know about doing business in socialist Brazil.

Another dictatorial mandate by the hydrocarbon haters in the federal gubmint..

https://cowboystatedaily.com/2024/04/16/new-blm-drilling-rule-could-put-wyoming-oil-and-gas-on-life-support/