I kinda over did it listening to audios needed a break.
When you have time listen to this one about like energy stocks.
That and the brain dead green deal that doesn’t get cause and effect. They’ll cut off energy without having a replacement thinking it will magically appear in wind or solar. Or the importance of diversity be coal fuel nuclear and IMO solar and wind not adequate.
Apparently 70 percent of China’s energy comes from coal. Yet they are building multi nuclear plants. Plus buying up mines and resources abroad.
Here in the US the demos are shutting down things and mines like rare earths copper and lithium mines. That will drive prices up for us.
Now we need oil from Russia and rare earths from China.
This is a good adjudication for energy with insights by people involved in the sector. It’s a long audio.
More and more focus on commodities now.