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Feb 18, 12:44
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It’s not too late to inform yourself ahead of the coming natural gas “shortages headlines” in Germany, the Netherlands, Austria, Slovakia...
I explained it below if u care to understand it fundamentally. https://t.co/E4KA6dc6Dn
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Feb 17, 14:41
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Ganz genau.
Und wie jeder Rausch, kann sich Europa diesen „Klimarausch“ nicht leisten. Im Rest der Welt interessiert sich übrigens kaum jemand für unsere dumme Sucht. https://t.co/i9g6SdBtOi
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Feb 17, 13:54
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Another energy deception by a wind & solar lobbyist, likely taxpayer funded.
Obviously, China’s coal share in the grid is falling due to steady additions of hydro & nuclear generation (wind remains a hobby).
But that’s irrelevant.
What matters for emissions is that China’s https://t.co/aylOBN4nOo https://t.co/0HYdAkIziv
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Feb 17, 10:59
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Im Jahr 2025 produzierte China rund 5’900TWh Strom aus Kohle – das entspricht dem 62-Fachen der deutschen Kohleverstromung im selben Jahr.
Deutschland baut Kohlestrom weiter ab. China baut ihn schnell weiter aus.
Deutschland verfügte im Jahr 2026 noch über 32GW installierte https://t.co/hB1pkos3Qc
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Feb 16, 17:31
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Und es kommt noch viel mehr.
Ende 2025 befanden sich unterschiedliche Kohlekraft-Projekte mit einer gesamten installierten Leistung von etwa 291GW im Pipeline-Status (genehmigt oder im Bau).
Kohle in China geht ab wie Schmidts Katze. 🐈⬛ https://t.co/ALvpRNIU3g
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Feb 16, 17:23
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Seit der Stromlücke im Jahr 2022 baut China also Kohlestrom schneller den je aus…
CREA hat in ihrem Halbjahresbericht für H2 2025 aufgezeigt, dass die neu vorgeschlagenen & reaktivierten Kohlekraftwerksprojekte in China im Jahr 2025 eine neue Höchstmarke überschritten und auf https://t.co/nsXvaDfWIj
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Feb 16, 17:23
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Anteile sind irreführend.
China hat seinen Kohlestrom seit dem Jahr 2000 um den Faktor 6x auf 5,900TWh im Jahr 2025 ausgebaut.
Die kommunistische Partei will billigen Strom zu jeder Tages- und Nachzeit und investiert viel mehr in Kohlestrom…
1/2 https://t.co/BjFRoYy533 https://t.co/0HYdAkIziv
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Feb 16, 16:13
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The latest CPI print makes one thing clear: Without his tariff experiment, Trump would have lower interest rates & stronger inflation-adjusted wages, and wouldn’t be spinning his wheels about affordability heading into the midterms. Instead, he’s scrambling to address a crisis of https://t.co/zcc0l06JA7
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Feb 16, 15:04
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“We think application software faces an existential threat from AI,” said Evans, whose $12 billion global technology fund beat 99% of peers over one year and 97% over five. https://t.co/q559vou4JA
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Feb 15, 02:58
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Europe has cheap LNG coming.
But its gas system remains more fragile than pre-2021. Lower prices do not mean higher security. This is the uncomfortable reality of Europe’s Post-Gazprom energy regime.
Full deep dive below, accessible for all. Enjoy
https://t.co/gYlbuOcc9R
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Feb 14, 16:30
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I am 100% with Secretary Rubio. Like 100%, not 99.9%.
European leaders better start fixing the mess that was created in the past decade such as fear from climate change, Wandel durch Handel, mass migration, wokeism and all that BS.
H/t @marcorubio https://t.co/9QZe8nVDjA
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Feb 13, 23:43
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The world doesn’t run on greed, it runs on envy. https://t.co/duz2ilZcuV
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Feb 13, 09:32
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Good to see that the ridiculous EU carbon market is rising up on political agendas.
Yesterday, at a heavy industry summit in Antwerp, both Merz & Macron criticized it for high carbon prices that undermine the competitiveness of sectors such as chemicals or paper. The price then https://t.co/FGHWOWHXL1
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Feb 12, 22:58
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Und das war allen immer klar, die Strom verstehen.
Bei Strom ging es nie alleine um deren Erzeugungsmittel, sondern immer auch um deren Standort(e) und Timing, damit Verbrauch und Erzeugung jede Minute im Jahr überall im Einklang sind. Sonst knallt es. https://t.co/vtpxpA673E
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Feb 12, 18:41
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Immer und immer wieder der gleiche, faktenfreie, grün-religiöse Blödsinn beim Thema Erneuerbare.
Eine Art Kindergarten-Kult. Zu dumm für Physik. Zu religiös für Fakten. Zu hochnäsig für Einsichten. Zu fanatisch für Kurswechsel. Und alles auf Kosten der Bürger. Ich bins so leid. https://t.co/EkPNdUZAKA
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Feb 12, 18:20
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For Olympic medal table purposes, a men’s hockey gold should count 10x a men’s curling gold.
20x a women’s curling gold.
15x a women’s hockey gold.
2x a men’s downhill or slalom gold. Etc
You get the spirit…not all golds are created equal. Different athletes. Different https://t.co/LqjuFRc5YT
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Feb 11, 17:38
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Crystal clear. https://t.co/FqX61MQfi6
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Feb 11, 12:31
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Italian natural gas storages make European filled levels look less bad than they actually are.
For instance, storages in Germany & the Netherlands are a disaster with consequences. What the consequences are I will explain on the Commodity Compass later today. Amen. https://t.co/prb8OGvTCp
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Feb 11, 11:02
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Subsidies gone, volume gone.
So much for copper demand from Chinese automotives sector. https://t.co/KzBmu724xK
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Feb 11, 10:03
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Jeden Tag. Um ein mehrfaches günstiger. Dafür auch noch Netz-stabil und sicher. https://t.co/H7EEmBzpfw
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Feb 10, 15:05
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Not so smart money https://t.co/DVaXha8SRF
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Feb 10, 04:52
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Aquila II https://t.co/o32eOS3nyG
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Feb 10, 04:15
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„Günstiger Strom“ und Erneuerbare sind und bleiben ein Widerspruch. https://t.co/SacrrdgsYI https://t.co/33zMDWdze9
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Feb 10, 02:20
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So much for mighty industrial China!
The CCP has never been shy about its commercial aviation ambitions. For decades, it has wanted to be the “C” in the ABCs of aerospace after Airbus SE and Boeing Co.
But to achieve that goal, it must solve an engineering puzzle that only a https://t.co/bQitHa8utQ
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Feb 10, 01:53
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Windfahne (German): someone whose convictions move with the wind.
@RenMacLLC chart suggests new Fed Chair Warsh qualifies. Conveniently hawkish for years. Suddenly dovish to get the job.
Well, good for gold & miners — again! https://t.co/8zLR9Vm0Et
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Feb 09, 20:29
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AI capex keeps it all together, for now. But this is NOT a healthy economy.
https://t.co/qWh78n6agG
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Feb 09, 20:21
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Quite a headline. Never sure with Serbia but…
…Vucic failed to secure a new long-term contract with Gazprom last year, after it declined to offer a multi-year deal last Oct. A short-term agreement reached in Dec expires on 31 March, leaving Belgrade reliant on temporary https://t.co/w455PLkV5i
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Feb 09, 19:11
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J.C. Penney filed for bankruptcy in 2020, 23 years after issuing a century bond. Just saying. https://t.co/5Kthinkd6v
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Feb 09, 19:06
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Notional short selling across single stocks last week was the biggest on record in Goldman Sachs data going back to 2016, the bank’s prime brokerage team said in a client note. Short sales outpaced long buys by a magnitude of two-to-one. https://t.co/8az0jR3vE9
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Feb 08, 23:17
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“Australia and New Zealand Banking Group (ANZ) estimates China’s gold reserves at about 5,500 tonnes, more than double the figure China has officially disclosed.”
https://t.co/ZnjIrEX9r6
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Feb 08, 20:26
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Bullish nuclear https://t.co/xQQGMrSmZR
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Feb 07, 21:04
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Nuclear power https://t.co/jpQmdlgWGj
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Feb 07, 15:06
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Just incredible
H/t @elonmusk https://t.co/3PnWYtZ7U3
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Feb 07, 15:03
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SpaceX is a very special company.
Starlink’s strategic value alone is hard to overstate; arguably the ultimate moat, as demonstrated on the Ukrainian battlefield over the past few days, where Russian drones reportedly failed almost overnight. https://t.co/UGPG9lrtGT
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Feb 06, 21:02
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The beauty of rotating mass in power generation https://t.co/0TpG1sSTyL
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Feb 06, 19:56
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Charlie McElligott, cross-asset macro strategist at Nomura, explains just how much market mechanics have shifted, and talks about the flows and positioning he's seeing right now.
https://t.co/d5VAymUSCq
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Feb 06, 18:12
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Ex China, the “Green Shift” in automotive is basically on hold. The EU Commission will get it last.
“CEO Antonia Filosa announced €22.2bn in charges, much of which linked to unwinding his predecessor bets on electric vehicles that were destined to be unprofitable.”
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Feb 06, 13:01
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This obviously has consequences for copper demand in China, in case u missed it.
The CCP’s New Vehicle subsidies for the past 10 years replaced at least some of the losses from collapsed construction demand for copper. Less so going forward.
@MichaelWieland7 https://t.co/Cu9kcDxbSz https://t.co/0YiLC0tvSH
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Feb 06, 12:42
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This thesis played out at lightning speed https://t.co/xyl94UmlXr https://t.co/Y08vcnxg4t
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Feb 06, 12:28
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Hypothesis: once the newly merged SpaceX / xAI IPO is placed this year (likely Q2), the demand for this speculative tech cycle is saturated and the bubble will burst. https://t.co/SZjuERvWYu
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Feb 05, 16:52
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Tungsten https://t.co/p3ITOFYhZM https://t.co/KvLsihhklM
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Feb 05, 15:40
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Great work by Javier
“The exact size of the black-market glut is difficult to ascertain. My educated guess is that the stockpile, spread between onshore tanks and oil tankers at sea turned into floating-storage facilities, is hovering at more than 100 million barrels.
At https://t.co/KYwR02IPBF https://t.co/ebYu2YUUjl
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Feb 05, 12:09
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Not sure how many investors have appreciated these four slides by Alamos Gold.
Anyway, Island Gold is likely the most valuable UG gold mine in Canada, by a country mile. I explained in months ago below.
@rossiadam https://t.co/HS13VdxJpu https://t.co/UV01zzgtgE
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Feb 05, 10:51
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CDU/CSU unter Merkel hat 🇩🇪 am meisten lfr geschadet:
- Atomausstieg entschieden und auf Gazprom gesetzt (Wandel durch Handel);
- Migrationskrise (wir schaffen das);
- Bundeswehr verhungert;
- EU Klimaziele & somit indirekt Ottomotor Verbot mitgetragen; https://t.co/JJml832oB6
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Feb 05, 08:10
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Bian Ximing, the famous billionaire Chinese commodity trader, has built SHFE’s largest silver net short position at 450 tons, or 30,000 contracts.
According to Bloomberg, he is now up 2 billion yuan ($288 million). https://t.co/xtNZGksBqh
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Feb 04, 20:24
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Here we are again https://t.co/mkfoEFQ2n4
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Feb 04, 13:18
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Nuclear electricity changed everything for industrial Europe starting in the 1960s. Why? Simple. Not all atoms are created equal.
Between 1985 and 2018, roughly one third of German electricity came from nuclear. This provided baseload power at ultra-low marginal cost, enabled by https://t.co/4SiSLM41pL
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Feb 02, 21:30
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Full circle
Merkel & the Greens killed cheap, reliable nuclear, paid hundreds of billions to depend on French nuclear power, still plan to spend hundreds of billions more to finally relearn basic physics and likely return to nuclear eventually. https://t.co/4SiSLM41pL
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Feb 02, 14:50
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As one should in a war economy https://t.co/t1k2CSD6fm https://t.co/y7DqeIBlZP
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Feb 02, 12:12
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Price action this morning reflects new weather outlook for the next fortnight, which would make a big difference. But as you see for the past 3 days, these outlooks have a way to change quickly. https://t.co/EOKYJd6bjF https://t.co/lYIp5kbGpv
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Feb 01, 20:33
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The CCP’s 15th Five-Year 2026–2030 Plan no longer lists new energy vehicles as a strategic industry. They basically declared them global winners.
The problem? Chinese OEMs won’t benefit from past domestic subsidies such as tax incentives. And it seems to show already. https://t.co/OupOxldmxo
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Feb 01, 19:56
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So much for peace talks.
We’re in an information war. Russia and China fight it every day against democracies. The West doesn’t even fight, certainly not in a coordinated way, and not offensively. That choice will cost us dearly. https://t.co/6rkfZbgjRd
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Feb 01, 19:17
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“In commentary published on Saturday in Qiushi, the ruling communist party’s flagship ideology journal, Xi said the country needed to build a “powerful currency” that could be “widely used in international trade, and attain reserve currency status”. https://t.co/wnJf6Lg5yP
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Feb 01, 00:46
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It’s cold in Europe (Celsius) https://t.co/EggtpV78iS
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Jan 31, 13:30
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No relief.
If this NWE temp drop is going to play out (white line being ECMWF model from Europe vs yellow being GFS from US which is inferior forecasting) and then temp remains at normal cold for rest of Feb, we could see seriously tight storage levels in GER, NL & BEL by end https://t.co/3OEdcb1bj6 https://t.co/EegUoXDsar
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Jan 30, 18:39
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Gold minus 12% is for the history book. https://t.co/m2XNyoaYzA
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Jan 30, 17:05
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“He was the one for years complaining about inflation when it didn’t exist, and has kind of changed his tune recently,” said Stephen Myrow, who runs Beacon Policy Advisers and crossed paths with Warsh. “He has the resume, but he clearly doesn’t have any convictions.” https://t.co/J3LyYXtWKg
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Jan 30, 16:48
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Hauptsache die deutsche Industrie reduziert CO2, und zwar um JEDEN Preis.
Nach dem Abschied bleibt dann die reine Leere zurück. Wie im Religionsunterricht. Arbeitsplätze? Ach was. Es gibt Bürgergeld https://t.co/Jw6XXQS88J
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Jan 30, 12:52
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Gold briefly touched the low end of the risk range this morning, bounced off it and remains bullish trend.
Curtesy @Hedgeye https://t.co/XUgde8F0Fr https://t.co/pjN4E0KAkX
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Jan 30, 11:34
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People are waking up.
Let’s see when Europe gets real political change which, among others, abandon Net-Zero targets altogether and certainly cut wind & solar subsidies to prioritise dispatchable, cheap electricity again. https://t.co/MXcC4KhwM9
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Jan 29, 19:36
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Tariffs are inflationary, not one-offs. https://t.co/6hUQQpepcI
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Jan 29, 18:35
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US Treasuries trade ever more like other risk assets.
As we speak, yields are on net barely changed on the day despite a sharp drop in stocks.
Treasuries’ portfolio diversification benefits are much diminished, with hedge funds now trading them procyclically. https://t.co/8YPHLfOfOo
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Jan 29, 18:20
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😂 https://t.co/9YVYCPw0lP
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Jan 29, 18:10
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Somebody once said the West plays chess; China plays Go.
This conflict of competing systems from the CCP’s point of view won’t be resolved through open confrontation, but through a prolonged economic war, incremental, cumulative, and relentless. Let’s call it economic
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Jan 29, 17:39
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Today’s profit-taking aside, demand for gold has become more-investment driven.
This new marginal buying is consistent with a ‘debasement trade,’ suggesting more upside for gold if geopolitics remains volatile, which I think it will for years to come. https://t.co/S1Q970wH60
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Jan 29, 17:28
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Every gold miner I cover has 150-350% NAV upside, if I were to apply a $5300 gold price deck.
Will gold be below this level in 2036? Highly unlikely. Will gold be above it as Western governments inflate their way out of too much debt? Highly likely https://t.co/hIdPw6EJTC
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Jan 29, 17:22
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Rare on earth https://t.co/wCDfEZqIsS
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Jan 29, 17:14
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Oracle’s stock is cut in half from its 2025 peak. Who could have known 😎…?
Torschlusspanik! https://t.co/LZKoNsEN2W https://t.co/yilRY16rtX
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Jan 29, 16:19
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👀 https://t.co/8EcJlb2Ibs
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Jan 29, 16:13
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https://t.co/p5sJ7fcOpt
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Jan 29, 14:39
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Mercuria’s Bintas cornering the physical copper market on speculation of renewed US tariffs (plus some US weakness) will end painfully for the long copper tourists. The question is when, not if. My hunch is for May. IDK. After all, copper isn’t tungsten
@wieland https://t.co/LWiP7jm3T5
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Jan 29, 14:24
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This $10-15 per barrel Iran premium of Brent, which may go even higher once bombing starts over the weekend (?), will end like the one last June/July, quickly and violently to the downside. Never go long geopolitical risk in a structural oil bear market https://t.co/y8cdcUL8zU
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Jan 28, 20:54
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25% YTD https://t.co/8kElW4NOrE
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Jan 28, 19:48
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Meet Joshua Leakey.
In 2015, Colour Sergeant Leakey was awarded the Victoria Cross, the highest honour for valour in the British and Commonwealth armed forces, for extraordinary bravery during a joint UK–US raid in Helmand Province, Afghanistan, on 22 August 2013.
He is the https://t.co/LRM3QbZ4br
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Jan 27, 21:50
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This is an insane stat
“Falling resale values can be tricky for brands such as Hermès that rely on a practice known as bundling.
Although the company never explicitly spells it out, shoppers typically must spend thousands of dollars on other Hermès goods such as clothes and https://t.co/m6wb4cwAfb
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Jan 27, 21:42
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Yes indeed, get so few are prepared for it. But we are moving fast. https://t.co/5F4JnHPMB8
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Jan 27, 21:21
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Dollar down - Gold up
Trump just said the US dollar was “doing great”.
Doing great it is, for gold..! The market just sent the DXY down another 1.3% and gold up 3.4% into the closing session. https://t.co/H8nC6SZtDa
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Jan 27, 20:33
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Richtig. Die Absenkung der Pflichtfüllstände für Erdgas-Speicher auf 80% wurde von Habeck vorgelegt.
Sie ist generell auch richtig. Die Versorger müssen aber noch lernen, damit richtig im Post-Gazprom Regime umzugehen. Jetzt waren sie Penny-wise, Pound-foolish. https://t.co/7Kgwi7Ljm8
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Jan 27, 17:26
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Smallish Mikhail Tal move here against the Meistro. What a beauty
@Kasparov63 https://t.co/Tky6UnglHu
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Jan 27, 16:34
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This is a long, first-principles piece on mining.
It’s not about ounces or AISC, but about which miners can replace reserves without destroying shareholder value. I use $GMIN as the case study. Enjoy
https://t.co/AmxBUMurTe
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Jan 27, 10:41
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Some relief coming (white line) https://t.co/jRLfUwFuMU https://t.co/09qPFj3rqV
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Jan 26, 22:55
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Calling precious metals a bubble is rubbish. I doubt Rick said it this way.
Is short-term price action overheating? Perhaps for gold, certainly for silver.
Does that mean gold is ending the cycle here and pulls back to $3000 & stays there for years? No way José. https://t.co/np8gIj1DiX
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Jan 26, 22:36
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Welcome to the War Economy is a great read and mental model to better understand today‘s world, where…
„…trust is replaced by mistrust, bargaining power becomes geopolitical leverage, multilateral relationships switch to bilateral transactions; legality becomes optional; free https://t.co/lglc77eY1s
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Jan 26, 19:35
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Did I mention Tungsten? https://t.co/tc2QjhZLT5 https://t.co/WMZgR8auxi
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Jan 26, 00:31
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Gold’s move is accelerating 👀
$1,000 → $2,000: 12.6 years
$2,000 → $3,000: 4.5 years
$3,000 → $4,000: 7 months
$4,000 → $5,000: 3.5 months
=> new halving cycle law..?! https://t.co/fQ0PXomM7J
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Jan 25, 23:58
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This winter storm sweeping the US knocked offline 10% of US natgas production, even as demand for heating and power-plant fuel jumped.
The big freeze strained electricity grids and crippled transport links, grounding thousands of flights.
It will drag TTF up tomorrow. https://t.co/icjv9PuP3O
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Jan 25, 11:08
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The TACO Paradox https://t.co/jp20DxSdr2
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Jan 24, 23:10
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TCW CEO: Investors are "quiet quitting" US bonds #shorts #bonds
https://t.co/3SOqWjlp8M
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Jan 24, 23:07
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Quiet quitting...
Like it, don’t like it, the anti-Trump reflex (= rotation) is playing out in real time where I can check it in the Terminal. Not a drama, but enough to get gold & other assets going any day of the week. https://t.co/8qpoyeL0gJ
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Jan 24, 22:56
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Greenland mattered most last week for markets https://t.co/d5EYEqtVgb
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Jan 24, 22:48
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„India‘s holdings of long-term US debt have dropped by 26% from a 2023 peak, according to US government data made available last week. Treasuries now account for one-third of the nation’s foreign-exchange reserves, compared with 40% a year prior.“ https://t.co/Ok3XGap8fs
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Jan 24, 22:34
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Canada exports 3.8mbpd (!) of crude to US refiners. Mostly heavy oil = critical diet for them.
Crude exports would be exempted or US consumers get higher prices at pump. Not gonna happen during affordability „crisis“ into midterms under T. https://t.co/tWLFejXvk7
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Jan 24, 16:55
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The Stalin playbook applied to military generals by the Chairman for life https://t.co/iaa2ikA8il
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Jan 24, 14:07
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How the U.S. Crackdown Is Strangling Venezuela’s Tanker Dark Fleet.
H/t @shelbyholliday
https://t.co/QdFVRkhKQi
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Jan 23, 23:10
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Brutal verdict.
But the progressive left will never get it. Not in the US, not anywhere. https://t.co/lvmznte7lW
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