Energy Prospectus

https://finance.yahoo.com/news/tellurian-acquired-woodside-approximately-900-222900949.html

Seems like a nice premium.

The Keith Kohl note feels like a good grounded perspective.

I do wonder though: if we get decisively under $70 WTI, how long could we practically stay there?

Maybe those VTLE hedges will come in handy after all.

https://www.bnnbloomberg.ca/copper-firm-drops-china-financing-deal-after-canadian-scrutiny-1.2075629

My two cents: anything done in the name of climate change likely has a different motive.

I like these guys too. Looking forward to the webinar.

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...