Energy Prospectus

From CNBC: Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. “We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact, we’re actually looking at one thing now,” Buffett said. https://twitter.com/CN...

https://www.ctvnews.ca/politics/trans-mountain-pipeline-expansion-gets-green-light-to-open-for-may-1-1.6867986

Great for the Canadian names. No more last minute hiccups to worry about.

That is when they put AI into a time out.

Microsoft had to do it before in 2016:
https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist

I listened to the full podcast during a long drive this past weekend (doing my role in keeping up gasoline demand ha). That said, I'm not 100% convinced AI will play a big role in electricity demand. I think it is in the cards, yes, but not a given. What about AI specifically is electricity demandin...

I’m not an expert on the fed nor interest rates. But, it feels like the fed is digging themselves more and more into a trap. Conventional wisdom seems to be lower interest rates means more inflation. So therefore higher interest rates are the opposite? However, there is a school of thought that high...

Journey ceo Alex Verge did a X Spaces the other month and I believe the power plant was one of the topics. I can’t find the link to it right now, but I believe he attributed it (partly) to the recent sharp share price decline. Seems like there is built in optionality to the stock assuming success wi...

Fraser, who is this PetroGirl?

Looks like she gave you a cheers this morning!

https://twitter.com/PetroGirl1/status/1782401506072822027

Thanks guys for your posts. I do believe there is an opportunity here in Platinum and Palladium (look at Palladium 5 year chart).

I will take a look at some of these names. Physical trust seems like the simplest way to play it which be the most appropriate in this more niche sector.

Additionally, Russia accounts for ~25% of global Palladium supply and ~8% of global Platinum supply (2022 figures). I’m unaware of any great investment vehicles in Platinum nor Palladium but it would appear Russia has significantly sold these in the last year or two to fund the war.

I appreciate your posts Petroleum Economist. They supplement Dan’s regular posts well along with those of the other members.