With the Nordstream 1 and 2 pipeline destruction last week, the EU energy situation is now critical.
However, the various industries will try and adapt as best they can. One way to adapt will be to replace gas consumption with oil consumption. This could be close to a million barrels per day.
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Tanker supercycle
https://twitter.com/ed_fin/status/1571853740201877505?s=51&t=Y9BFPvTcRyR1k7bbA9W0Jw
John Quakes Nuclear News
https://app.box.com/s/ex1p53ijed6mga7olo5ws49xstfhb36y
More than 300 new mines needed to meet electric vehicle demand, says analyst
https://www.cbc.ca/news/canada/sudbury/new-mines-electric-vehicles-1.6594008
The Headlong Rush to ‘Net Zero’ Makes a New Great Depression a Racing Certainty
https://dailysceptic.org/2022/09/29/the-headlong-rush-to-net-zero-makes-a-new-great-depression-a-racing-certainty/?mc_cid=8b6384e030&mc_eid=78325ff825
Bison Interests White Paper on gas to oil switching
https://bisoninterests.com/content/f/gas-to-oil-switching-%E2%80%93-winter-is-coming
However, the various industries will try and adapt as best they can. One way to adapt will be to replace gas consumption with oil consumption. This could be close to a million barrels per day.
Follow me on Twitter: @JohnPolomny
Follow me at my blog:
www.actionableintelligencealert.com
Interested in knowing how I translate the information in these videos into investment ideas?
Consider a subscription to my paid newsletter “Actionable Intelligence Alert”. You can check it out by going to:
https://prudentsquirrel.gumroad.com/l/uSJOA
I have started up a Patreon account for those that wish to help support my work. Check it out here:
https://www.patreon.com/JohnPolomny
If you pledge at least $5.00 I will send you the current month’s stock pick (this is a one-time stock pick). This way you can sample the “Actionable Intelligence Alert” newsletter and see if it is for you.
Sign up for my weekly free emails that have tons of great information on profitable investing ideas. If you sign up I will send you a copy of my free e-book "Ten Rules For Investment Success" https://www.subscribepage.com/l7g1a8
Tanker supercycle
https://twitter.com/ed_fin/status/1571853740201877505?s=51&t=Y9BFPvTcRyR1k7bbA9W0Jw
John Quakes Nuclear News
https://app.box.com/s/ex1p53ijed6mga7olo5ws49xstfhb36y
More than 300 new mines needed to meet electric vehicle demand, says analyst
https://www.cbc.ca/news/canada/sudbury/new-mines-electric-vehicles-1.6594008
The Headlong Rush to ‘Net Zero’ Makes a New Great Depression a Racing Certainty
https://dailysceptic.org/2022/09/29/the-headlong-rush-to-net-zero-makes-a-new-great-depression-a-racing-certainty/?mc_cid=8b6384e030&mc_eid=78325ff825
Bison Interests White Paper on gas to oil switching
https://bisoninterests.com/content/f/gas-to-oil-switching-%E2%80%93-winter-is-coming
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