4 Comments

Great analysis. Can you add ticker suggestions eventually ?

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I hope you can cover thermal coal sometime. Although the root of the trend is natural gas itself(that you covered), but the supply response will be far muted compared to other hydrocarbons because of ESG.

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This is by far my favorite Energy blog. Thank you for the wonderful and high quality work.

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Really well done. Thank you for your effort and attention to detail.

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