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Gold/Mining/Energy : Big Dog's Boom Boom Room

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DinoNavarre

To: DinoNavarre who wrote (205986)	3/24/2025 5:26:03 PM
From: robert b furman	1 Recommendation Read Replies (1) of 206200

Hi Dino, Months ago Dan Tsbouchi predicted that Trump would sanction Venezuela oil and Iranian oil. Venezuela is now done and I'm quite sure the letter he wrote to the Iranian leader suggested he quit the terrorism and attacks on Israel or his oil will be shutoff to most in the world also by sanctions. He did it once and can do it again. That allows for Opec + to bump up their self-imposed reductions and keep the price of crude high enough to pay for "Drill Baby Drill" (Harold Hamm says "it takes $80.00" and today were at $69.15 - close enough). First in the Gulf of America and its new now substantially bigger continental shelf, and then in ANWR where dual fuel electricity is generated with a little bit of diesel and a lot of captured natural gas, vs. flared. 4-5 mile long laterals can easily be drilled in the summer and once again the Alyeska pipeline will be filled vs. its half empty at best current situation. Not to mention an export terminal going to Japan and China via the Pacific Ocean. As rates drop in the US , the Dollar becomes lower in price and exports of energy become more competitive. Additionally they are reliable and cleaner and can be delivered to all in the World. We can provide clean and reasonably priced fossil fuels for decades. Value and security, that justifies the infrastructure build out to make FID's for the entire export World, using the cleanest fossil fuel available for the production of reliable baseload electricity. The building blocks for transportation electrification, and AI data centers along with AI industrial manufacturing. Trump has laied out the best transition to a nuclear build out that will take decades and hopefully the ultimate final answer with Nuclear Fusion. We can take that one to the bank! Bob

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