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To: Paul Senior who wrote (72334)2/15/2023 8:27:09 AM
From: bruwin  Respond to of 78652
 
"I don't see any nuclear."

I must say I find that surprising ...... The way I see it, any First World, Industrialized country should be using Nuclear Reactors to provide much of the electricity for their BASE LOAD requirement.
To that, by all means, can be added Wind, Solar, etc..., especially domestic roof top solar panels which can also pump excess electricity they acquire back into the State or National grid and receive Credit for that.

There was a time when France obtained over 70% of its electricity supply from its own Designed and Built Nuclear reactors. FRAMATOME designed them and more often than not SPIE BATIGNOLLES built them.

Germany, about 20 years ago, obtained about 30% of its electricity needs from its Nuclear Reactors.
With the recent "switching off" of most of its Nuclear reactors by the previous German Chancellor, Angela Merkel, and the loss of its regular supply of Natural Gas from Russia, due to the "Sanctions" imposed on that country by the EU, etc, Germany has lost close to 30% of its Generation of electricity.
This is, no doubt, going to cost Germany's Industrial capability and Revenue earning potential dearly in the future, seeing as the wind doesn't always blow and the sun doesn't always shine ........




To: Paul Senior who wrote (72334)2/15/2023 10:54:02 AM
From: Spekulatius2 Recommendations

Recommended By
E_K_S
pak73

  Read Replies (2) | Respond to of 78652
 
re CVX - Berkshire actually sold a few shares - ~ 2.4m shares of CVX last quarter. he did add to his Oxy addiction :-).

He did dump almost his entire position in TSM after having purchased it the prior quarter. This strikes me as odd. He also got cold feet on ATVI apparently (probably due to regulatory issues that keep dragging on - this was a merger arbitrage play).
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