/biz/ - Business & Finance

>>51163755
Trillion is the play CMMG would usually vouch for Nat gas. Largest Black Sea gas deposit in history, decent team, Uranus is inbound. Company will see $95K a day from proceeds starting Thursday. Im liking what I’m seeing with this company and the process being made.

Although EU tards floating the idea of a price caps which will only push the supply curve inwards and further disincentivize capital allocation into an already-starved sector. But those are only talks for now and nothing concrete is legislated yet. And last time I checked, government policy can’t make energy-related goods magically appear, it all starts with private companies like Trillion, Chariot etc who develop and extract the gases that eventually heat homes and power industry.

>>50992514
Very good point. A lot of energy commentators are also predicting a convergence between US and EU Nat gas prices.

I’m 99% sure I already shared this here before, but Adam Rozencwajg stopped by Macro Voices recently and gave a detailed breakdown of the conditions present that may precipitate an eventual convergence of the EU and US Nat gas pricing:

https://podcasts.apple.com/ca/podcast/macro-voices/id1079172742?i=1000571509584

Go to 56:20 mark. Also this week MV has a fertilizer deep dive episode, I’ll be listening to it later today myself even though I don’t have any plays in that market. It’s just good to have an ear on the floorboard for that kind of segment that doesn’t get talked about enough.