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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: DinoNavarre who wrote (206129)	11/21/2025 1:08:53 PM
From: robert b furman	Read Replies (3) \| Respond to 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

To: DinoNavarre who wrote (206129)	11/26/2025 9:55:44 PM
From: elmatador	Respond to of 206193

Russian oil & gas face challenges to regain pre-war levels due to the lack of technology denied by sanctions since 2014. ABSTRATC Russia’s annexation of Crimea, which began in late February 2014, was met with economic sanctions by a US-led coalition. These measures included a ban on the provision of technology for oil and gas exploration and a ban on the provision of credits to Russian oil companies and state banks. These sanctions were intended to affect the Russian national budget immediately and thereby “punish” Russia through nonmilitary means. However, sanctions have also led to consequences that were likely unintended and potentially undesirable. As Russia was being pushed to find new customers for its fuel exports, China was also increasing its investments abroad to secure its energy needs. The result has been to drive China and Russia into a highly interdependent relationship initiated by oil trade. Moreover, this increasing interdependency between Russia and China has been accompanied by decreasing oil interdependency between China and Iran. Finally, we use limited data to speculate on impacts of the recent 2022 sanctions on Russia and find that, in contract, these newer sanctions have increased interdependence between the EU and China. airuniversity.af.edu UNQUOTE President Trump may be dangling a carrot in font of Putin: "With peace, energy technologies and credit will return paid by your frozen reserves"