Dear Valued Investors,
My apologies for the livestream taking place a week later than usual. I was finishing a piece of analysis on current market conditions that I felt was important to share with you, and it took slightly longer than expected to complete.
Iโd like to invite you to a livestream on Monday, March 30th, at 18:30 CET, where Iโll walk through these insights and how they are shaping our positioning.
๐๐ฉ๐ฆ๐ฏ: Monday, March 30th at 18:30 CET
๐๐๐๐ง๐: www.youtube.com/live/Fk86MqQqbr8?si=WMV6cKAr83x0VYzI
๐๐๐๐ฉ ๐๐โ๐ก๐ก ๐พ๐ค๐ซ๐๐ง:
๐๐ฉ๐ง๐๐๐ฉ ๐ค๐ ๐๐ค๐ง๐ข๐ช๐ฏ โ ๐๐๐ฎ๐จ๐๐๐๐ก ๐๐๐๐ก๐๐ฉ๐ฎ
Weโll focus on the tangible, physical constraints stemming from the closure of the Strait of Hormuz, cutting through speculation to understand real supply impacts, transmission channels, and second-order effects across energy markets.
๐๐๐ง๐ ๐๐ฉ ๐๐ข๐ฅ๐ก๐๐๐๐ฉ๐๐ค๐ฃ๐จ & ๐๐ค๐จ๐๐ฉ๐๐ค๐ฃ๐๐ฃ๐
How these developments are feeding into broader market structure, volatility, and capital flows and how we are positioned in response.
๐๐๐ค๐จ๐ฅ๐๐๐ฉ๐ ๐๐๐ง๐ฉ๐๐ก๐๐ฏ๐๐ง๐จ & ๐๐ค๐จ๐๐๐
Following recent questions, Iโll address phosphate fertilizers, with a focus on Mosaic, and connect the dynamics to energy markets, particularly oil and gas.
Thank you for your continued trust and engagement.
Warm regards,
Robert... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Hey Rob
Great call investing that early in the Oil&Gas industry.
Could you go over your Investment case for Sub7 and your expectations of the merger?... Show More
how much more upside do you see in sm energy an subsea 7
Can you also please share your thesis on the new positions in cabot, eastman and red electrica... Show More
Hey Rob, I've been following you for a long time since the YouTube days. I just copied, but I was a little apprehensive as I'm unsure if it was a good time. I know you probably get asked that a ton but could you humor me?... Show More
2 replies
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