energy

Another benefit from Biden's Russian sanctions. This is from Pravada but seems legit to me US companies specialising in the construction of next-generation smaller nuclear power plants aimed at improving the country's energy security find it difficult to obtain fuel for those power plants...

Supply Alert – October 25, 2022 October 25, 2022 Alan Apthorp East Coast fuel markets are facing diesel supply constraints due to market economics and tight inventories. Poor pipeline shipping economics and historically low diesel inventories are combining to cause shortages in various markets...

I thought this was interesting:

Some (not all) analysts expect fantastic earnings for pm mining companies. They´re certainly right when it comes to realized pm prices. I´m a little bit worried about input costs for energy, though. Oil has outperformed pms recently. So quarterly earnings for q4 could be a little bit...