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Strategies & Market Trends : TRIPLE TRADES -- Ignore unavailable to you. Want to Upgrade?


To: Tweets Boar Hog who wrote (2999)3/20/2023 10:52:11 PM
From: robert b furman  Read Replies (2) | Respond to of 4420
 
Hi Tweets,

Good stuff. What is your view on the whale deaths?

Has that happened elsewhere, or was it hidden/not relevant?

Interesting evolution no doubt.



To: Tweets Boar Hog who wrote (2999)3/21/2023 7:01:18 AM
From: yard_man  Respond to of 4420
 
Thanks for this timely post. Road trip along I-70 corridor between here and Colorado gave me time to ponder some questions regarding all the wind turbines I was passing.

Was going to look up installed capacity for Colorado and for Kansas first. Then I wanted to find out why there were 3-4 dozen of them in a row in Kansas with their rotors locked while the wind was blowing hard and nearby turbines were generating. Other stats of interest to me:

Availability of units
Average age of units
Expected life
Average cents/kWh
Ownership, contracts and government cheese



To: Tweets Boar Hog who wrote (2999)4/7/2023 12:57:34 PM
From: Tweets Boar Hog  Respond to of 4420
 
Equinor is not the only one worried about the longer term price of the black stuff.

Per historical oil/gas price ratios, present price of crude should be around 20 bucks. Or NG much higher.

Imo this is a good article. I do not see why it is bull chit.

China's green leap forward is a nightmare for Saudi Arabia and Russia

finance.yahoo.com

“Whatever they say in public, the Saudis know the game is up. They can see that the world’s largest car market for petrol cars is going to collapse,” said RMI’s Mr Bond.


My read was the same as this. Plus I would bet the majority are pumping near flat out, especially Putsky. And what the Saudi's say and do are not necessarily the same.


Last weekend’s Saudi-led decision by Opec and Russia to cut global supply by a further 1.1m b/d is an act of weakness. It is not the action of states seeking to preserve a sustainable business model.


The EV cat is out of the bag, never to be put back in. On a global basis it is picking up steam, will likely happen faster than predicted. According to this article much faster.


Tweets