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A 5% drop seems stupid now that every European country is to back renewables big-time in order to wean themselves off Russian gas. And importing more gas from the States won't be so economic. So increased potential for all that is 'green'.

graphite sector: Https://www.energy-storage.news/biden-invokes-defense-act-to-boost-us-battery-materials-supply-chain/

https://www.cnbc.com/2022/03/22/fertilizer-prices-are-at-record-highs-heres-what-that-means.html

https://www.cnbc.com/2022/03/22/fertilizer-prices-are-at-record-highs-heres-what-that-means.html

Chancellor's Spring Statement on Wednesday. Hopefully some positive commentary on the role of green energy?

Fertilizer Prices Hit New Highs, as Russian Invasion “Exacerbating a Food Shortage”

Https://farmpolicynews.illinois.edu/2022/03/fertilizer-prices-hit-new-highs-as-russian-invasion-exacerbating-a-food-shortage/

China placed the 17.5 million residents of the southern city of Shenzhen into a lockdown that’s due to last until March 20, according to a city government notice.

The measures, which came after virus cases doubled nationwide to nearly 3,400, extend restrictions placed earlier on the city’s central business district. The surge in infections is thought to be linked to the neighboring city of Hong Kong, where about 300,000 people are currently in isolation or under home quarantine. Alongside the lockdown, Shenzhen will launch three rounds of mass testing of residents.

Https://www.bloomberg.com/news/articles/2022-03-13/china-s-virus-outbreak-worsens-u-s-cases-steady-virus-update

safe jurisdiction, Arizona, going forward

.... and high copper prices...
Goldman's Currie Expects 50% Rise in Copper Prices

Bloomberg MarketsTV Shows

March 9th, 2022, 5:08 PM GMT+0100

Jeff Currie, global head of commodities research at Goldman Sachs, says there is "substantial" upside risk to copper prices amid a "massive deficit" in supply. He speaks during an interview with Bloomberg's Guy Johnson and Kailey Leinz on "Bloomberg Markets." (Source: Bloomberg)

'Let's dash into renewable energy at lightning speed' Euro Vice-President

Aussie coal sentiment
March 1

ANZ said Newcastle thermal coal futures were up a whopping 15.23% to US$275/t, which would eclipse last year’s spot record of US$269/t.

Yancoal makes coal statement with shock dividend and profit

Australian companies have already enjoyed price increases in 2022 after Indonesia stalled exports to boost domestic supplies in January.

They stand poised to benefit from any sanctions or customer boycotts of Russian coal as well.

Yancoal (ASX:YAL) CEO David Moult said yesterday that while official sanctions were not in place, Japanese and Korean customers were making inquiries to shift away from Russian coal cargoes.

Any additional tightness in the market would be good news for Yancoal; not that the resurgent coal miner or its Australian colleagues need it with prices as they are right now.
**
Its met coal sold for an average of $180/t, up from $124/t a year earlier.
***

Https://stockhead.com.au/resources/bulk-buys-coal-and-iron-ore-markets-face-more-tightness-from-threat-of-russian-boycotts/

Solid Oxide Fuel Cell (SOFC) Market to Witness Astonishing Growth by 2029 | Bloom Energy, FuelCell Energy
February 27, 2022

Https://znewsafrica.com/news/408259/solid-oxide-fuel-cell-sofc-market-to-witness-astonishing-growth-by-2029-bloom-energy-fuelcell-energy/

same sentiment at pps (a German SOFC-maker), up 28% today
poster:
I havn't drip fed any money into shares for a few months now, hence i havn't posted much on ADVFN. But country / peoples focus will now be on moving away from [Russian} oil and gas into CleanTech. Germany especially is a different country today than it was last week and PPS should gain focus rather than being invisable as it's been !.

:-)

Allied Copper in Arizona, so safe jurisdiction, going forward. Much better than in Eastern Europe (Putin scares).. or largely landlocked Africa.

Given the intensity of the Russia/China axis, what's to stop Putin severly reducing gas supplies to Europe and selling to China instead?
Must be good for alternative energy stocks in Europe?

You could mine for copper in deepest Africa, but following Allied Copper in Arizona looks good to me, safe jurisdiction, and closer to industrial clients.

Feb 11

To earn a 100% interest over three years, Allied will have to issue 7M shares and make a total of C$400k in cash payments. In addition, Allied will have to incur a total of C$4.75M in exploration expenditures.

"We look forward to exploring our western U.S. copper projects: SK, Klondike, and Stateline, Allied Copper's initial building blocks. With C$5M in our Treasury, we’re excited to secure additional promising copper opportunities in 2022.”— CEO Richard Tremblay
A recent reconnaissance program at Klondike conducted by Cloudbreak / Alianza consisting of mapping, stream sediment / rock sampling, was undertaken to help define drill targets.

Rock sampling and mapping successfully expanded the footprint of both targets and identified an additional target. Sampling returned an impressive 1.56% Cu over a 4.6 m chip sample.

Previous work reported high-grade surface showings of 6.3% Cu + 23.3 g/t Ag. In addition to high-grade potential, disseminated Cu-Ag mineralization has been observed, which may be amenable to modern open pit mining with Solvent Extraction Electro Winning processing — similar to the LVMC.

Look at the long-term Cu price graph above. Copper is only ~7% below its all-time high, yet many Cu juniors are trading as if the world is ending. With Omicron soon to be behind us, will Cu stocks rally? I for one think they will.

Allied Copper Corp. has a strong team and C$5M in the bank to explore three attractive properties and acquire more. With an enterprise value of just C$4M, it would not require that much drilling success for the valuation to soar.

Https://www.streetwisereports.com/article/2022/02/11/why-is-copper-such-a-great-investment-theme.html

partner Allied Copper
SP on Feb 9: $0.1617
Feb 17 = $0.263

Https://stockhouse.com/companies/quote?symbol=cprrf

11.2.22

https://www.mining-technology.com/news/allied-copper-deal-stateline/

6.3% copper (grab sample admittedly, but all the same ....)....

16.2.22

The alliance has also seen a successful exploration programme on Klondike which identified over six kilometers of mineralised structures and grab samples, including 6.3 per cent copper and 23.3 grams per tonne silver in outcrop, demonstrating the potential of the geological system. It has yielded a partnership with the well-financed Allied Copper Corp. (TSX-V: CPR) on both the Klondike and Stateline projects to advance the assets, adding considerable potential upside to the Cloudbreak portfolio.

Https://www.thearmchairtrader.com/cloudbreak-discovery-projects-progress-february/

From Monday,
https://www.the-financialnews.com/here-is-why-this-uk-mining-stock-is-poised-to-soar-2000/?gclid=Cj0KCQiAjc2QBhDgARIsAMc3SqS2P3vtsiT0cURsmLT1E7dZ7lbH_YpqzsgntRrje8el5OW28AdCyCYaAp2yEALw_wcB