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

To: Pogeu Mahone who wrote (203972)	1/20/2024 12:48:29 AM
From: Haim R. Branisteanu	1 Recommendation Recommended By maceng2 Respond to of 218005

Germany has around 30 years proven supply under its territory, so it is time to start "fracking" no NG will flow from your fossette as the Russian propaganda claims

To: Pogeu Mahone who wrote (203972)	1/20/2024 4:07:20 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218005

Re <<US rethinks gas exports, spooking Europe. The EU is banking on Washington approving major new LNG projects. The Biden administration might not play ball.>> Am guessing that Washington(s) must of course do what it thinks is best for Team USA, OTOH, but OTOH there might be a right and a wrong way to do it, am supposing. (1) Should Team USA not step up LNG delivery capacity after allegedly having blown up same to Team Europe, would certainly be a perfect-storm 1-2 punch, that would be good for ... (1-i) the Dollar (1-ii) the re-industrialisation of USA and de-industrialisation of EU (1-iii) the coal industry in same Europe, assuming they still know how to dig (1-iv) the USA mining industry (1-v) but also good for Russia, MENA, and China (2) ... and but bad for good neighbourliness with Europe (2-i) might squish Europe (except for Poland and minus the Baltic teams) together with Russia And but should the Trump win-win the WH, he would presumably reverse the decision, have the pipelines built, however might withdraw from Nato, in which case that would be good for ... (1-i) the Dollar (1-ii) the re-industrialisation of USA and de-industrialisation of EU (1-iii) the coal industry in same Europe, assuming they still know how to dig (1-iv) the USA mining industry (1-v) but also good for Russia, MENA, and China (2) ... and but bad for good neighbourliness with Europe (2-i) might squish Europe (except for Poland and minus the Baltic teams) together with Russia Either way the result might be the same, but by different route.

To: Pogeu Mahone who wrote (203972)	1/20/2024 5:09:32 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218005

Re <<US rethinks gas exports, spooking Europe>> additional pondering following to ... Message 34543667 at this juncture the Houthis are not hitting LNG / oil tankers, and even if / when such boats all go around the horn and the cape, still cheap once landed in Europe since 2021 Team USA is not a net exporter of energy, but net importer USA wants cheaper oil and the Houthis is not really making energy more expensive Houthis making cost of goods more expensive in Europe Cost of energy made more expensive earlier What is unclear to me is whether Houthis weakening Israel, and weakening USA, along with Europe The Houthis issue is not amenable to air bombardment I remaining 'highly suspicious' of this earlier rehearsal ... call me a conspiracy nut en.wikipedia.org 2021 Suez Canal obstruction