Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (206130)	11/21/2025 1:43:13 PM
From: DinoNavarre	Respond to of 206195

US Warship Cuts Path of Russian Tanker Headed to Venezuela pic.twitter.com/7Jh8WP0I2Z — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) November 21, 2025 Over the past few days, Europe’s energy landscape is coming together like puzzle pieces. The starting point is Greece’s long-term US LNG deal with Venture Global — Greece, already the Eastern Med LNG hub, now secures stable US volumes to dominate supply to Southern Europe, the… https://t.co/ZwQWBoRCQP pic.twitter.com/7Ppteppdro — Gulf2Med (@Ethan_0502) November 16, 2025

To: robert b furman who wrote (206130)	11/26/2025 9:44:10 PM
From: elmatador	Read Replies (1) \| Respond to of 206195

Howdy Bob! Remember that low investment will come to bite. The coming squeeze For energy-importing nations, current low prices offer false comfort. The structural investment deficit, combined with Russia’s eroding production capacity, creates vulnerabilities that could manifest in supply disruptions and price spikes when post-recession growth recovers after 2027. The contradiction in today’s market: traders worry about 2026 oversupply, while supply capacity growth will contract after 2029. Major national oil companies illustrate the scale of capital required: Saudi Aramco increased its upstream spending by 19% to $39 billion in 2024, while Abu Dhabi’s ADNOC plans to spend $150 billion between 2024 and 2027 to achieve a crude supply capacity target of 5 million barrels per day by 2027, according to IEA data. The timing of capacity constraints—supply growth peaking around 2027 before contracting after 2029—gives the industry a narrow window to address investment deficits before structural shortages emerge. The oil market’s hidden crisis isn’t about today’s balance sheets—it’s about the supply capacity that won’t exist in 2029 because of investment decisions not made in 2024. Russia’s sanctions-induced collapse is bringing that reckoning closer. euromaidanpress.com Those years of ESG, climate for this climate for that, will bite.

To: robert b furman who wrote (206130)	12/6/2025 1:35:45 AM
From: elmatador	1 Recommendation Recommended By sixty2nds Respond to of 206195

There is a whole 5th Fleet protecting oil flow stationed in Bahrain. With Western Hemisphere oil security, (US shale, Canada, Brazil and Guyana and Argentina coming up, the US can take the 5th Fleet from the Middle East and let them sort themselves out. Venezuela is about to be cleaned up and can also return to the market. Trump national security strategy calls for ‘cultivating resistance’ in Europe and changing US’ role in Western Hemisphere The White House quietly released President Donald Trump’s new national security strategy late Thursday, a 33-page document that elevates his “America First” doctrine and sets out the administration’s realignment of US foreign policy, from shifting military resources in the Western Hemisphere to taking an unprecedentedly confrontational posture toward Europe edition.cnn.com