00:00:00 @philoinvestor, @mfwarder @jleqc join. Has the hot weather led to coal burn? The gang starts a discussion of $VET and NG.
00:11:00 Philo thinks we're heading into a period of European energy insecurity. What about windfall taxes? @IlliniProgrammr talks about the energy rally.
20:00 Matt discusses coal storage out west, which is looking high. The conversation switches from thermal to met, to Electric Arc Furnance-made steel.
30:00 Matt talks about met producers managing their production. Does the workforce get hurt by this?
00:39:00 BHP's sale of Daunia and Blackwater: Who are the favorites to win the bid?
@KNLCBD joins and discusses windfall taxes and NG.
00:48:00 KNL pivots to what he sees as a potential threat to the NG/LNG thesis: nuclear.
1:15:00 @puckdunk asks about LNG and price uncertainty.
1:22:00 @rockcreekfreak joins.
1:34:00 the smaller #COM names moved up. Matt thinks its part of a general rotation into smaller caps.
Matt and J discuss magic lines. ... Things turn philosophical, and Matt discusses his focus on the "short" term.
2:06:00 @InvestInOnG joins. Who?! Oh, you know.
2:19:00 @MiserMcMiserson joins and victory laps after the Saudis listened to him and dropped production of their heavier oil.
2:44 @WhiteTundraSG discusses oil macro.
2:53:00 @RazorOil joins.
3:07:00 Does drop in Saudi sour help Canadian heavy? ... The guests on stage give their closing thoughts.
High-Energy Monday/Tuesday