Energy Prospectus

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.

Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.

Join me tomorrow at 12ET on @marketcall where I'll be reviewing why "we remain bullish" on Canadian heavy oil, our outlook for natural gas stocks, the need for investors to stay disciplined, and where we are still finding compelling value.

Thanks guys. I have taken a look a warrior which appears to be a good one with mining in Alabama shipping out from Mobile. Will take a look at the additional names presented. I''m going to shy away from any company with China in its name or known to be lurking behind the curtain.

Looks like CONSOL is significantly impaired by having its Baltimore shipping terminal on wrong side of the downed bridge. Anybody have suggestions on coal names that will have an opportunity to pick up the slack left by this tragic event?

Any thoughts on the bump our favorite gassers are getting today?

Seems like we have a ways to go before things look up but market is popping this am.