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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (151854)12/1/2019 9:15:01 AM
From: TobagoJack  Read Replies (1) | Respond to of 217705
 
The global energy picture is interesting, w/ the simultaneous equations of resource type / stability vs usage technologies.

Just shared meal w/ an expert who works for own account, and we agree that oil is not dead even if in sunset mode, and that the big-oil bear market is over-done whilst there are still plenty of useful returns remaining to be earned.

Thus assured, shall keep playing options on black gold along side wagers on yellow gold. The gentleman also had an opinion on white golds, that be platinum and palladium, and he shared wisdom on vanadium in relationship to batteries.

It seems that carbon energy big oil may be a defensive play in the arguably frothy equity market, analogue to the good old days of Canadian energy royalty companies at tailend of dotcom boom.