The Directory

Because even I struggle to remember where I wrote about what.

Free Posts

• The EROI Reduction Act

• Offshore the Future Oil Supply Story

• Why Energy is a Fat Pitch here

• Coal the Beneficiary of Dumb Energy Policy

• Positioning Myself to Get Lucky

• Moats and Cannibals (Mostly free, positioning paywalled).

• Revisiting Tin (Mostly free, positioning paywalled).

• What I'm Seeing With Uranium (Mostly free, positioning paywalled).

Broad Posts

• Moats and Cannibals

• The Big Roll

• A Year in Review

• Two Significant Energy Events That Got No Air Time

Oil

• Exploring the Oil Bear Thesis

• My Favourite Option Trade Right Now

Offshore Oil Services

• Going from f#cked to sort of shitty

• Avoiding the Siren Song

• Balkan Life

• Another Punch in the Face from Seismic

• Sorting Through the Opportunity Set

• What I'm Buying/Adding Currently

Coal

• The Long Grind Higher

• Fantasy Demand vs Real Demand

• Mind the Gap

• Avoiding Banana Republics

• Loading up on Coal Ready for Christmas

Tankers

• Revisiting the Tanker Super Cycle

Uranium

• What I'm Seeing With Uranium

• Woulda, Coulda, Shoulda (selling plan).

• Getting Ready to Swing at a Fat Pitch

• TIA (This is Africa)

Tin

• Revisiting Tin

Gold

• Pulling the Trigger on Gold & PGMs

Other

• What Goes up Must... Rebalance (Issues with passive)

• Too Big to Fail/F#%k it up (Banks)

• Why Shorting is Bloody Hard in Practice

Learning

• Getting Up to Speed on Options

Positions Mentioned