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

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To: DinoNavarre who wrote (206129)	11/21/2025 1:08:53 PM
From: robert b furman	Read Replies (3) of 206193

Hi Dino, Not sure where Russian oil would go. Trump would want to keep Euroland for Nat gas at least. Not sure what Euroland would want ? They should feel hatred to the death and destruction Russia has done. Make them pay reparations. Cheap Russian gas has brought the world's price to the same price already. I think our "island approach" to Natural GAS WILL MORPH INTO a World Price with shipping being the difference much like WTI and Brent. The bad news is the US price will be increasing diminishing the big spread that exists now. Pipelines will be made everywhere in the US, especially in the North East. IF pipelines can get their fees for transport based on the cost of the product they move - it should be a gold mine with huge FCF. We must worry more about being globally competitive vs Greenand expensive. Natural Gas is the new green. There will be a huge advance to nuclear plants both large and smaller modulars. Gulf of America will get many long term deep water rigs and more deepwater ports in Texas. All good market based business that requires being clean through the entire supply chain or taxed as an additional cost which would price polluters out of the market. Bob

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