As an aside, there is allegedly a Peter Thiel story about to drop. (View Post)

It's great that we are now less reliant on imported gas than we were. But you can't buck the fact that demand for energy is price inelastic, and that therefore supply shocks will have a ver… (View Post)

That's possibly the weakest argument I've ever heard. (View Post)

But you can't break the link, because that is simple economics. If the price of gas rises then, all around the world, coal fired power stations become more competitive and demand for coal increa… (View Post)

On the fundamental interconnectedness of energy prices: https://substack.com/home/post/p-156105826 (View Post)