BizToc
3) Shell's LNG Ambitions —

Shell forecasts a 50% surge in LNG demand by 2040, betting big on gas amidst the global energy transition. #Energy
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BizToc
4) European Industries Demand Support —

At the Antwerp Summit, European industrial leaders are vocal about needing aid to weather energy crises and competition. #Energy
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⁠Brandon Beylo
The same companies virtue signaling about "carbon emission reduction" and "going green"

Are the same companies increasing Carbon Emissions by 50%+.

AI will require more carbon emissions than anyone thinks.

How will we get all that energy?

#energy https://t.co/EcsNN5FPKu
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⁠Hidden Value Gems
Positioning in the oil markets is quite bearish. Usually, a good contrarian indicator. Could be especially useful if the Dollar continues to weaken...

#energy #oil #Commodities https://t.co/LVvbmQkebQ
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⁠Hidden Value Gems
I would not ignore it. The oil producers have improved their capital allocation, focusing on FCF and buybacks, but if Saudis raise production in a market that is already oversupplied, there could be more downside to oil prices and oil stocks...

#Oil #Energy https://t.co/1ZkRr3pGps
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