#Beetaloo #Natgas $TBN $BTL The current pilot wells, suggest 40% better decline rate than Marcellus and better carbon content so netback will be better. Perusing some future valuations plus the 500k acre farmout means low dilution risk for capex to build out initial wells

$250 is a piece of cake? Hmm. My targets are way too low! The problem is that the numbers get wonky at $250! For instance, Andean Silver will restart their mine in Q1 2028. They will mine between 5M and 10M oz per year, depending on the head grade. Let's use 6M to be

$USL \ $USL.ax has released an updated investor presentation following the increase in the JORC MRE to 167Moz AgEq at its 100%-owned Joaquin Project in Santa Cruz, Argentina. MD Todd Williams will present at this week's Euroz Hartleys Conference. 🔗 champ.ly/cncjugcB

Argent Minerals (ASX:ARD) has observed visible gold through diamond drilling at the Kempfield Polymetallic Project in New South Wales. Continue reading mining.com.au/visible-gold-v…

Another one I’ve been vetting closely just went into the new pick section. This time it is a #phosphate name. And to be clear: this is fertilizer-phosphate exposure, not one of those “phosphate” stories that is really just a battery-material angle in disguise... Tiny market

Energy markets just broke. Strait of Hormuz disruption + years of underinvestment = a full-blown supply shock. Argonaut’s Sarah Kerr says oil could hit US$200 - and ASX energy stocks may be next to rerate. This isn’t a cycle. It’s structural. Read more 👇

An incomplete list of what "the day after" will look like and why the US/Iran "excursion" will have a lasting impact on the oil market: 🛢️the process of Strait of Hormuz normalization will be measured in months even when "peace" comes, whatever that may look like. Voyage time to

Chile has been producing more copper than any other country for decades. In 2024, it produced 5.3Mt, with DRC and Peru filling up the rest of the podium. PS: keep an eye on Argentina... 📊 Elements $MUX $FOM $ATX

J.P. Morgan + Kpler just showed you the scale of this crisis. In one chart. 🛢️ Global crude exports: -9M b/d ⛽ Global product exports: -4M b/d The red line = 2026 Every other year = normal range 2026 = off the charts. Literally. This has NEVER happened before. Not in 2022. Not

Japan crude inventories are at their lows. Products . . . well they stopped reporting that 3 wks ago, so can't be good. Asia was the first to face the energy void.

Bullish oil

Saudi pipeline throughput down 700,000BBl/d and productive capacity down by 600,000Bbl/d due to aggressive recent attacks which will take time to repair. This is sadly not over yet, and the market is far too complacent about the long-term consequences to the global energy market.

Here's the war damage Arab oil exports fell 44% overall between February and March. But some got decimated: 🇮🇶 Iraq -82% exports. Nearly gone. 🇰🇼 Kuwait -75%. Force majeure declared. 🇶🇦 Qatar -70%. LNG + oil. Both hit. 🇸🇦 Saudi Arabia -34%. Pipeline maxed, still losing. 🇦🇪

“The illusion of spare capacity Sarah Kerr’s more provocative argument is that this crisis was “waiting to happen”. A decade of underinvestment, ESG-driven capital restraint and declining reserve replacement has hollowed out the global supply base.” the-pick.com.au/news/energy-sh…

Like a slow moving oil tanker, you can easily see what is coming directly at the global economy. The stock market doesn't want to believe it, the paper market for oil doesn't want to believe it, but this is our reality:

US Officials: Iran can't find all mines they laid in the Strait of Hormuz and so can't open up the waterway further - NYT

ERIC NUTTAL: PEACE DEAL OR NOT - WHY OIL IS ABOUT TO SPIKE SHARPLY HIGHER The renowned oil market analyst Eric Nuttall emphasises that even if Donald Trump and Iran reach the best possible peace agreement and the Strait of Hormuz is immediately reopened in full, oil prices

Drilling has recommenced at Maronan, with a second rig secured to accelerate our 2026 program 🚀 🔗 ASX Ann: bit.ly/4mmIV20 $MMA #Silver

Let's just go there...the Strait "opens" today. What does it mean??? 🛢️global oil inventories will still go to record lows 🛢️we will still lose over 1BN barrels of production 🛢️refined product shortages/outages will persist for several quarters 🛢️SPR restocking will = ~0.3MM

$BRK American based #OIL listed on the $ASX Not a bad research report from #EastCoastResearch Current SP - $61.0 Target $2.13 Massive upside on #Trump US #OIL Love