Energy Prospectus

Interesting post on IV Energy Investing mb:

Ukraine war winding down...BRICS/Putin emerge stronger than ever.

Rather than relitigate the details of the war, perhaps it's time to examine likely next developments as they relate to energy. Really nothing new but the end of this war is a milestone and a pivot-point for the direction of global events. A couple of bullet points to express my take. Alternative views are welcome...

1. If Harris is elected, "the establishment"/NATO/US continue to support Ukraine for several months before negotiating an end that attempts to avoid blame. If Trump is elected, the war ends quickly and "the establishment" is humiliated.

2. Either way, BRICS is ascending and Western socialism is declining. There is a BRICS summit currently being hosted by Putin in Russia and everyone is there...no isolation...no weakened Putin...no weakened Russia. (~30 countries in attendance)

3.Huge energy consumers (China/India + 1/2 the global population and 1/4 the global economy) are hob-knobbing with huge energy producers (Russia, Saudi, Iran, UAE, Brazil). They are soon to strike long-term energy agreements that will lock-down resources for decades. Europe and US have destroyed themselves with ESG and woke policies...will take years to fix if ever. And we will not be included in these agreements. Our energy must come from elsewhere.

4.Perhaps the writing is on the wall for the West...who are our energy producers? US is #1 but flat...North sea is fading...Mexico is fading...that leaves Canada. And that validates the investment strategies put forth on this board daily. If the global chess pieces continue to move as it appears, US, and especially Canadian oil/NG are going to be more in demand and increasingly valuable for a very long time.

Great post and a lot to think about. My view is that hopefully the next Make America Great again President is fully woke and aware of the vast resources needed to power this Great country forward. I believe harnessing the cheap energy available in the form of natural gas, much of which is currently considered a nuisance byproduct by Permian producers, is a great opportunity. Not just for export but to power not only data centers but cities, industries, and cross country transportation.just takes an intelligent regime that has policies to facilitate moving the molecules to where they can be adequately harnessed. Also a regime who supports the development of nuclear power as a future foundation for major electricity generation. Finally I am hoping that we cease funding wars and direct our foreign policy to securing and nurturing favorable strategic relationships in South America that is so rich with minerals needed to supplement those produced in Northern hemisphere. Just my humble thoughts on the matter.