I am retired apart from managing family investments - mostly equities. I live near Zrich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally.As a retired businessman with a passion ...
moreI am retired apart from managing family investments - mostly equities. I live near Zrich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally.As a retired businessman with a passion for drawing, who has lived on four continents, I long ago started to appreciate the natural beauty that surrounds us - the enormous variety of colours, flora, fauna and topography and the impact that has had on cultures and peoples. Most of us view that beauty without really seeing it and for thousands of years artists have tried to capture it and thus, teach us the art of seeing. If you like art you might like my work. My email address is jbhanshaw@gmail. com
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T’Winners From The Deferred Energy Crisis
https://seekingalpha.com/news/3961934-chart-industries-beats-q1-top-and-bottom-line-estimates-raises-fy23-outlook
T’Winners From The Deferred Energy Crisis
I mentioned in the article that in would buy more Chart before the latest earnings were published on April 28. I am pleased I did and I expect more good times ahead:
https://seekingalpha.com/news/3961934-chart-industries-beats-q1-top-and-bottom-line-estimates-raises-fy23-outlook
T’Winners From The Deferred Energy Crisis
More news comes almost daily to add strength to my article...
"The German administration plans to double its LNG import capacity to better prepare for potential supply disruptions including potential attacks on European gas infrastructure such as offshore pipelines"
The Bullish Case For Natural Gas Prices In A World Of Net-Zero Transition
https://talkmarkets.com/content/stocks--equities/twinners-from-the-deferred-energy-crisis?post=391877
The Bullish Case For Natural Gas Prices In A World Of Net-Zero Transition
Good article. I had one published recently on winners from this situation; https://talkmarkets.com/content/stocks--equities/twinners-from-the-deferred-energy-crisis?post=391877
T’Winners From The Deferred Energy Crisis
Thank you for the compliment. James
LNG Shipping Cannot Keep Up With World LNG Demand
I added my views about Putin's sickening behaviour above.
One interesting damage to Russia has been the mass exodus of many better educated people from Russia to countries where their skillls have been welcomed.
LNG Shipping Cannot Keep Up With World LNG Demand
There is no doubt that sanctions have not worked nor that the US perpetual war machine baited the Russian bear but nothing can excuse Putin's barbaric behaviour.
The western debate on the war in Ukraine tends to treat it as essentially about borders: who governs which territories. It has paid far too little attention to how the territories in question are governed by each side. But the difference is stark. It is most shockingly exposed in how the Russian occupiers behave. Their cruelty goes beyond the murders, rapes, mutilation and plunder by Putin’s forces.
After invading Crimea, Moscow restarted its old persecution of Tatars. There is a state campaign of child abduction. There is a pattern of torture, documented by such initiatives as the Reckoning Project. What this behaviour lays bare is the wantonness of the occupiers’ violence and oppression.
If he wins it will be more of the same - barbaric treatment of those he claims to be rescuing and I hope the west helps him lose and does not seek appeasement - even if it costs a lot of money.
However my article was not about that but about the consequences that should benefit the companies I feature because replacements for Russian gas must mostly come in the form of LNG. James
LNG Shipping Cannot Keep Up With World LNG Demand
David, thank you for the comment and others. I will get back to you on those when I get a bit more time. James
LNG Shipping Cannot Keep Up With World LNG Demand
My latest article maybe of interest: https://talkmarkets.com/content/global-markets/sika-unknown-and-undervalued-swiss-world-leader-with-enormous-growth-potential?post=385671