I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...
moreI am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are 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. My email address is jbhanshaw@gmail. com
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Latest Comments
Natural Gas Looking At A Seasonal Ceiling
I do not know whether or not there will be another winter of covid. Hopefully not. But I do know that much of Europe right now is facing a shortage and that has pushed up prices while China and other parts of Asia are sucking in LNG from the US and, presumably elsewhere too.
Natural Gas Looking At A Seasonal Ceiling
Excellent article, thank you. I am invested in AR and this should be good for a gain in coming weeks
The Illusion Of Stability, The Inevitability Of Collapse
Excellent article.
Natural Gas Seeking Higher Highs
I find pricing confusing and no longer appropriate to today's global situation but the US has an advantage with it. For example, US LNG is being shipped to Indonesia, a country on the doorstep of Australia that is also a major LNG producer.
Nordstream will not supply all of Europe's needs. It is also a long way from southern Europe and the UK etc.
I suspect prices in the US will stay reasonably strong since supply is now being restrained by more sensible producers. I am invested in AR for that.
Natural Gas Seeking Higher Highs
You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future
Oil is something else and I do not invest in that.
US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.
A bit more is here; https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume
and here; https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter
Natural Gas Seeking Higher Highs
You watch those things closer than I but some like banning gas use in buildings cannot happen as there is nothing to replace it. Electrical supply systems are already stretched beyind breaking point. https://seekingalpha.com/article/4450930-evs-driving-us-back-to-the-future
Oil is something else and I do not invest in that.
US LNG exports are my main bet (plus hydrogen)and the US has a big LNG price advantage.
A bit more is here; https://www.reutersevents.com/downstream/operations-maintenance/us-lng-exporters-seeing-strong-demand-recovery-and-record-volume
and here; https://seekingalpha.com/article/4409377-tellurian-10-bagger-bankrupter
Natural Gas Seeking Higher Highs
What about LNG export adding to the demand picture?
Remembering Jeff Miller
That was a shock. Like many I looked for to Jeff's weekly insights about the week ahead.
My condolences and best wishes to those close to him. James
US Dollar Breaks Below 90 – Continues To Confirm Depreciation Cycle Phase
Not long ago the US labelled Switzerland - among others - as a currency manipulator. Switzerland has the strongest currency in the world and only tries to stop it appreciating even more against ever depreciating currencies like the euro and USD.
A manipulator is usually applied to countries that try to lower the value of their currency. The USD is a long term decliner against the SFR; https://www.tradingview.com/symbols/USDCHF/
US Dollar Breaks Below 90 – Continues To Confirm Depreciation Cycle Phase
The US likes to call others currency manipulators yet lets its sink constantly lower