This is a very long thread but one of the best I have read detailing the challenges involved in mining sufficient materials, primarily copper. It is a lot harder than people think and requires a lot of fossil fuels. Heads ...
I really like Meb Faber’s work. This podcast has Harris Kupperman on where they discuss the bullish case for energy and oil. ...
What is interesting to note from the illustration above is the following; as new forms of energy are introduced into the economy the [previous sources are not displaced. The new forms of energy are just additive to the previous forms ...
I am often asked if I am worried about the oil price dropping because we are heading for a significant recession. My position has been that as long as oil inventories continue to fall I am staying long and trying ...
Here is a link to one of the people I follow with regard to the oil markets. They have a paid service but quite a bit of their work is free. They don’t get it 100% right all the time ...
Remember this when Biden was running for President? “We are going to get rid of fossil fuels.” Quite a few people are apathetic and cynical when it comes to politicians. Why? Because most of the time politicians just lie and ...