Posted by VenFx > 2022-03-20 23:03 | Report Abuse

Coming boon , big like !

Posted by zhangzuode > 2022-03-21 08:15 | Report Abuse

Thank you VenFx, have a great week.

Posted by zhangzuode > 2022-03-21 08:55 | Report Abuse

Another green activist changing attitude: https://oilprice.com/Latest-Energy-News/World-News/Activist-Investor-Engine-No-1-Founder-Urges-More-US-Shale-Production.html

Posted by Nepo > 2022-03-21 09:05 | Report Abuse

Very good analysis, thank you

Posted by zhangzuode > 2022-03-21 10:42 | Report Abuse

Thanks Nepo.

Posted by zhangzuode > 2022-03-24 15:49 | Report Abuse

"We are going to need a lot of fossil fuels to mine more metals. Higher oil prices mean higher costs to mining, thus higher metals prices. Thus higher prices to the consumer Is circular, and that's what people are missing...."
https://www.ccjdigital.com/business/article/15289812/the-clean-energy-revolution-depends-on-diesel

Posted by newguy0801 > 2022-03-24 17:14 | Report Abuse

The cost of mining is actually quite low, considering there are lots of technologies to increase the energy efficiency in the mining equipment. Most of the energy consumption actually comes from transporting the ores out of the mining sites as they are usually located relatively far from industrial areas.

Posted by zhangzuode > 2022-03-25 14:31 | Report Abuse

Thank you for the insight @newguy0801.

Posted by zhangzuode > 2022-03-25 19:08 | Report Abuse

Diesel shortage : https://www.zerohedge.com/markets/global-diesel-shortage-push-oil-prices-much-higher