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Gold/Mining/Energy Coal

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From: Paul Senior	8/9/2022 11:31:56 PM
	of 1944

METC. Down sharply. Apparently co. could mine but was not able to ship, and that caused missed earnings. I add to my position on assumption coal demand is still there and METC will overcome some of its problems. finance.yahoo.com

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To: The Barracuda™ who wrote (1348)	8/10/2022 4:28:49 PM
From: The Barracuda™	of 1944

It’s happening…. And note too that for France, the baseload contracts for November, December, January and February are now all trading above €1,000 per MWh — Javier Blas (@JavierBlas) August 10, 2022

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To: Paul Senior who wrote (1351)	8/10/2022 4:29:51 PM
From: The Barracuda™	of 1944

My wish is that KOL was still a coal ETF

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From: The Barracuda™	8/12/2022 7:02:21 AM
	of 1944

Commodities [Podcast] Adam Rozencwajg, CFA, joined "MacroVoices" hosts Erik Townsend and Patrick Ceresna to discuss the Global Energy Crisis. They also talk about U.S. natural gas prices and much more. To listen, visit: https://t.co/ki4AXzJsns #assetmanagement #wealthmanagement #energy — Goehring & Rozencwajg (@Go_Rozen) August 12, 2022

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From: The Barracuda™	8/12/2022 9:02:24 AM
	of 1944

Got coal? auf Deutschland

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From: The Barracuda™	8/13/2022 11:41:40 AM
	of 1944

This winter, denouement. Buy energy now before the hoarders do. Whats crazy is that the preparations are being left up to individual actors (local industry switching fuels, people buying firewood). But many (most?) are not preparing because they trust their govt. What follows this winter is a total collapse in confidence in the public sector. https://t.co/iiYGKMNRzv — Paulo Macro (@PauloMacro) August 13, 2022

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To: The Barracuda™ who wrote (1356)	8/13/2022 11:47:14 AM
From: The Barracuda™	of 1944

Uh oh 🤔 https://t.co/l2XS2cvNDD — Doomberg (@DoombergT) August 13, 2022

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From: The Barracuda™	8/13/2022 7:52:08 PM
	of 1944

The most recent coal buy signal

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From: The Barracuda™	8/14/2022 12:37:29 AM
	of 1944

No comment necessary https://t.co/iymbBPnaOR pic.twitter.com/rxUA3NltQM — Yellow Lab Life Capital (@YellowLabLife) August 14, 2022

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From: The Barracuda™	8/15/2022 12:56:50 AM
	of 1944

Coal fired car I'm betting on coal fired cars : pic.twitter.com/4hM8OhuhjI — Mark Emmerson - Stockaholics (@Stockaholic5) August 15, 2022

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