Alexander Stahel 🇺🇦
Commodity investing = my life; energy & metals = modern life; we need more atoms & molecules, not more bits & bytes; not investment advice
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Let's talk Realpolitik, the West and China. My view: unless the West get its decarbonisation targets & deadlines in line with China (& India), reducing CO2 is 100% risk and 0% rew...
DNO & other Kurdish oil producers such as Gulf Keystone have been instructed by the Kurdistan Regional Gov to temporarily cease deliveries of oil to the Iraq-Turkey BOTAS pipeline...
I just listened to Jeff Currie's bullish oil talk for 2023. Below is the pitch and the real data! Consider it a X-mas gift to my followers. Merry Christmas to you all. 1/n @Urb...
Let's look at Russian crude oil & petroleum product flows after 7 months of war. Did the six sanction packages as announced by the European Commission already have an effect on e...
Let's talk electricity. Europe is in danger of rolling electricity shortages from what I call a crisis of confidence. I will explain why, back it with data & kindly ask YOU to...
Let us look at the state of the European gas market. We have worked hard to collect real time data where possible and are convinced to have a worldclass database by now. What d...