Bradley

Chartered Accountant, MEng Engineer and Investor

[Bradley @BreakingBrad___]

Extremely confident Anglo will put in a offer that will transform #ARCM into a behemoth.

Why?

First thing is to get to know the motives of the man behind the Anglo negotiating table. Thread below is my introduction to Anglos NW Zambia expert and his “missing copper” ⬇️

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[Bradley @BreakingBrad___]

It’s worth noting that David wood, Anglos discovery manager in Zambia, hailed from #ARCM’s neighbour FQM. There is a very good presentation he gave on YouTube here:

https://t.co/Ec1159owRW

[Bernie @Artemisfornow]

This is how the Net Zero bollocks works …

The “green” ferry project in Scotland was supposed to cost £97 Million. And has actually cost taxpayers about £500 MILLION! … and now they will fund another £600,000 for specialist consultants because ferry staff need training to handle imported LNG.

And that LNG is imported via Kent before being transported hundreds of miles to Scotland…. Using diesel.

After all of that, the CO₂ saving is less than 9% er …. And that’s optimistic!

The entire exercise has been a pointless waste of Taxpayers money for private companies profit! … 🤡

[Mario Nawfal @MarioNawfal]

🇬🇧🇪🇺 UK paid up to 1,600% more for emergency electricity imports from Europe during the heatwave.

The grid operator had to beg the EU to lift limits and pulled in 2.3 GW at sky-high prices (£1,400/MWh) after solar underperformed and air-con demand surged.

Added £11M to bills in one night alone.

Heatwaves exposing the UK grid’s vulnerabilities big time.

Source: The Telegraph / Writer: Lucas

[Alan @A1an_M]

So...

We're not allowed to buy air conditioners for our houses to cool them in hot summer weather, because we don't have enough electricity to power them, because the solar panels and wind turbines we installed to stop the planet getting hot in summer, don't work when it's hot and windless in summer, so we'd need to burn gas, oil and coal instead to power the AC to cool our houses, but we blew up the oil, gas and coal power stations to stop the planet getting hot in summer, but it's still hot in summer.

But it's still ok to install heat pumps in winter, heat pumps which are also air conditioners and use the same amount of electricity or more, but we still won't have enough electricity to power them on cold, dark, windless winter evenings, because solar panels and wind turbines don't work then either, and we blew up the gas, oil and coal fired power stations because they were making the planet too hot in winter as well as summer.

Have I missed anything?

🙄🤡🌍

[Claire Coutinho @ClaireCoutinho]

This week the Lib Dems voted for Labour’s new, stricter Net Zero target.

I asked their energy spokesperson why replacing British production with dirtier foreign imports helps climate change…

…and why they blindly trust the Climate Change Committee when their offshore wind costings were wrong *by a factor of three*.

All I got back was ‘but the Climate Change Committee said to do it.’

Then they all voted for the new target anyway.

Parliament cannot keep outsourcing its thinking to unelected, unaccountable bodies. Especially when their numbers are wildly wrong.

[James Melville 🚜 @JamesMelville]

“Let’s ban new oil and gas drilling in the North Sea but pay Norway £40 billion to import oil and gas from the North Sea. Let’s plaster solar panels on thousands of acres of farmland but have sun dimming experiments in a country that has the fifth least sun hours on the planet.”

[Dr. Eli David @DrEliDavid]

Thank you Germany 🇩🇪 and UK 🇬🇧 for heroically sacrificing your economy to save the planet 💪
_

[Morgan Barrett @MorganBarrettX]

Jeremy Clarkson’s Farm show on Amazon is the most radicalizing piece of mainstream media I’ve ever seen

Just one example (bear with me):

Badgers became a protected species in Britain 40+ years ago.

The population has exploded and now frequently transmits tuberculosis to cows

But farmers can’t cull the badger population to protect their cattle because the government still considers them to be endangered

Instead of addressing the root cause, the UK has the most batshit testing regime for cattle

There’s no TB vaccine. So the cattle have to get tested. The vets administering the test have to measure welts on the cows neck. Whether a cow lives or dies comes down to a vet trying to discern 1mm on a caliper (reactive vs non reactive).

If a cow tests positive, the farm (already running on super thin margins) is quarantined and starts hemorrhaging money.

Jeremy Clarkson’s cow (pregnant with twins) has an inconclusive test so it’s separated from the herd. It receives a second inconclusive test so they have to kill it (before it can give birth to the twins).

Now here’s the kicker: the autopsy reveals no sign of TB. It was a healthy cow needlessly killed

So - silver lining the farm should be removed from quarantine, right? WRONG - it’s still under quarantine and has to keep testing and can’t sell its beef

Kafkaesque doesn’t even begin to describe how f’d up it is for British farmers

[Al Murray 🇺🇦 @almurray]

Oh.

[Inevitable West @Inevitablewest]

🚨BREAKING: The Green party-led Bristol City Council, which banned St George's flags flying during the World Cup as it was "divisive and makes migrants feel uncomfortable", has now been COVERED in St George's flags by locals

F*ck the Greens, this is England! 🏴󠁧󠁢󠁥󠁮󠁧󠁿

[John Cleese @JohnCleese]

It might be less ostentatious if they prayed in their mosques

[Marieke Hoogwout @mariekehoogwout]

Then why don't men wear them?

[Jack Prandelli @jackprandelli]

🚨Qatar just told its LNG buyers what the restart looks like.

50% capacity within 1 month of Hormuz reopening.

80% within 2 months.

That's the good news.
Markets will rally on this.
Headlines will say "LNG crisis ending."

Here's what those headlines will miss:

80% is not 100%.

And it never will be ...not for years.

Iranian attacks on Ras Laffan damaged 2 full liquefaction trains.

17% of Qatar's total LNG capacity.

That's 12.8 million tonnes per year gone for 3 to 5 years minimum.

Before the war, Qatar supplied roughly one fifth of all global LNG trade.

Europe and Asia were heavily dependent on those cargoes.

When Ras Laffan went dark, European gas prices jumped 40-50% in weeks.
Asian buyers scrambled.

Now Qatar comes back but permanently smaller.

The math is simple:
→ Global LNG demand is unchanged
→ Qatar's supply is structurally reduced by 17% for years
→ The gap has to come from somewhere else

Qatar restart is genuinely good news for the short term price spike.

But the medium term LNG market just got permanently tighter.

Gas prices have a new floor.

[X Freeze @XFreeze]

https://t.co/F92OAlAg3g

[Elon Musk @elonmusk]

Those who knew must go to prison for a long time

[John Cleese @JohnCleese]

Labour must go as soon as possible

[John Cleese @JohnCleese]

The Death of Satire

[Dr. Maalouf ‏ @realMaalouf]

Iranian woman in Australia shares her story about escaping the Islamic regime in Iran:

“No one is Muslim in Iran. After 47 years of Islamic rule, we all hate Islam.

Under Sharia, we can’t have dogs, women can’t sing, and I would be killed for dressing like this.

We are peaceful people. We just want normal lives and to live in peace with everyone.”

Free Iran from the Islamic regime!

[Elon Musk @elonmusk]

Why is it only pushed in the West?