Offshore Is Getting Cheap…
We’re in Zurich and then Geneva, after a week in Oslo at the Pareto Energy Conference. It was crowded, but we haven’t seen this much emotional pain outside of a funeral. A look at the below chart will give you a sense of why everyone is so dour. Then again, if your book even sort…
September 15, 2024, Vol. 193
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Uranium Earnings Are Flowing In…
We thought we’d check in on a sector that seems to have the wind at its back. Our yellow friend had major earnings this week, i.e. Kazatomprom earnings, and if you are invested, then you also had a “Happy Friday” thanks to our buddies in Kazakhstan. While we are not going to bore you to…
Offshore Earnings
We haven’t been exactly bullish in recent months. We aren’t doom and gloomers either, but regime changes tend to create markets where macro Trumps the micro. Are the past 10 days, just a precursor to the coming wackiness and onslaught of “100-year, one-in-a-lifetime moves” that will likely come weekly?? We are in the 4-6 month…