We would love to hear your thoughts about our site and services, please take our survey here.
'Ask Peter: Can Other Countries Replicate the US Shale Revolution?'
https://www.youtube.com/watch?v=7Gdvo8QPuMk
His videos are always informative.
Detailed Forbes article; this paragraph stood out: "All this starts to look like karma at work. A corrupt and autocratic system is the victim of its own corruption, as yet again Russian cash is siphoned off by a contractor without providing a weapon system that works, while potentially more capable competitors who did not make the right friends are starved of funds."
https://www.forbes.com/sites/davidhambling/2024/04/24/why-is-russia-losing-the-fpv-drone-war/
Sounds a bit like the UK's PPE scandal.
You know you want one... Why have a guard dog when you can have a 'flamethrower-wielding robot dog'?
https://throwflame.com/products/thermonator-robodog/
They will probably reclassify what they can count as defence spending... if illegal immigrants are invading us across the Channel then can we count the costs of dealing with that problem as defence spending? Preventing an invasion must be defence of the Nation?...
No fire insurance in California; no hurricane insurance in Florida... the American property market is facing a series of shocks.
https://www.politico.com/newsletters/california-climate/2024/04/11/californias-firefighters-cant-get-fire-insurance-00151885
I posted there about the Open Pit value of their Resource Estimate
Table 2.3 7 million tonnes at 1.41% Copper (1.82% CuEq) suitable for open pit mining is a cracking starting point when you consider the low costs and potential speed to production. If they can recover 2/3 of the CuEq you are looking at 84000 tonnes at $10k a tonne = $840 million.
https://www.eaststarplc.com/_files/ugd/9a9edb_9cd3b7e0d29c4ede92c260df13f36313.pdf
#HUGE - a 5% free carry would still have a NPV of multiples of current m/cap.
Table 2.3 7 million tonnes at 1.41% Copper (1.82% CuEq) suitable for open pit mining is a cracking starting point when you consider the low costs and potential speed to production. If they can recover 2/3 of the CuEq you are looking at 84000 tonnes at $10k a tonne = $840 million.
https://www.eaststarplc.com/_files/ugd/9a9edb_9cd3b7e0d29c4ede92c260df13f36313.pdf
#HUGE - a 5% free carry would still have a NPV of multiples of current m/cap.
EST is still slowly creeping up; JORC and Farm Out news soon / by end of June. Up 150% over last 6 months
https://www.google.com/finance/quote/EST:LON?window=6M
Copper demand to boom as new technology drives power consumption, Trafigura says
https://www.reuters.com/markets/commodities/copper-demand-boom-new-technology-drives-power-consumption-trafigura-says-2024-04-22/
10 million tonnes more demand a year- an extra 40% demand.
Copper demand to boom as new technology drives power consumption, Trafigura says
https://www.reuters.com/markets/commodities/copper-demand-boom-new-technology-drives-power-consumption-trafigura-says-2024-04-22/
That is an extra 40%!
Hydrogen trains could revolutionize how Americans get around
https://www.technologyreview.com/2024/04/18/1090866/hydrogen-trains-america-decarbonizing-transportation/
This stood out:"Electrifying all 144,000 miles of the nation’s freight rail tracks would cost hundreds of billions of dollars, according to a report by the Association of American Railroads (AAR), an industry trade group, and even electrifying smaller sections of track would result in ongoing disruptions to train traffic and shift freight customers from trains to trucks, the group claims. Electrification would also require the cooperation of electric utilities, leaving railroads vulnerable to the grid connection delays that plague renewable-energy developers."
The plans would take quite a bit of Hydrogen...
Another day and down again
https://www.youtube.com/watch?v=d1gYJDQXPOk
And the Ask seems to be 0.035 so the midpoint should be down 13% if it was accurately reported. Seems about time for a drunkard to surface with a bad hangover, create a new account and start getting abusive. Which would just be more of the "Status Quo" continuing...
I posted a link to a Politico story about 'a threat to Europe’s gunpowder supply' and the West's over reliance on Chinese supplies in both the defence and health sectors. Another story on a similar line from the FT
https://www.ft.com/content/1d52d75f-5b54-4c27-bdd4-65409f64c64a
===or===
https://archive.ph/v1hbO
'Western pharmaceutical groups are warning of worsening disruption to supply chains because of problems certifying manufacturing sites in China, with some factory inspectors refusing to visit the country over fears of arrest for spying and others denied entry to facilities.
China is one of the world’s largest makers of active pharmaceutical ingredients and antibiotics and a major supplier of drugs to the EU and US. However, a tightening of anti-espionage laws by Beijing has led to concerns that foreign citizens gathering data on Chinese sites could be deemed spies.'
If you are on long term medication, you should be considering keeping a larger buffer of medication when you ask for a prescription to be refilled, as you may come across a shortage that means your pharmacist takes a week or two to fill it.
Even worse in Canada: "A population of hard-to-eradicate ‘super pigs’ in Canada is threatening to invade the US"
https://apnews.com/article/wild-pigs-feral-swine-canada-minnesota-border-e59a542efb3c64d5f4b136fc137b7665
why donald trump farts in court | james carville explains
https://www.youtube.com/watch?v=9eg862emeai
he takes great pleasure in mocking this 'fat son of a ***** traitor'
'"If you wanted to create the perfect invasive species, one that could pretty much live anywhere, could eat anything, had a very high reproductive rate, was extremely destructive, and was also very difficult to control, you would have to look no further than the wild pig,” says John “Jack” Mayer'
https://www.wired.com/story/feral-hogs-worst-invasive-species/