@BillMah017@JohnPasalis If we don’t raise rates (with the US) our dollar becomes less valuable (US $ demand/capital flows goes to US where ⬆️ rates are). Hence lower CDN dollar makes US products we import more expensive=inflation. If you happen to sell a product (oil) in USD, it is amazing! Buy energy!
@DavidDTawil@DavidDTawil I’m hearing a lot of “It’s different this time” today….ive heard that before…it didn’t end well. I don’t profess to know what will happen in the future but getting my popcorn 🍿 ready…
@DavidDTawil Carlo vs David Levinson on Bitcoin….whose view will win? Carlo = bottoming for Bitcoin, David says volatility is diminished and hence bitcoin is going no where…@PolarityRadio@CarloDAngelo
$TOU.to question: does Mike Rose want to wait the full year before restarting NEBC Phase 2? With LNG Can Phase 2 sanctioned and CGL Phase 2 construction beginning in early 2027, management now has considerably greater visibility into the demand growth it said it was waiting for
It’s Approved! $tou.to $tou along with Coastal Gas Link Phase 2 adding ~2bcf/d of additional demand from the WCSB or 2/3’s of $Tou.to current daily production! Let’s watch the AECO curve for how prices react into the latter part of the decade….
LNG Canada today announced that its Joint Venture Participants have taken a Final Investment Decision (FID) on the LNG Canada Phase 2 expansion project in Kitimat, BC, in the traditional territory of the Haisla Nation https://t.co/69UQgW80ci
@PolarityRadio I think you are great David, Learning a lot from you (fortunately I have a CFA so I can grasp most of what you discuss) and yes @DavidDTawil does a tremendous job.
Was the Topaz share sale, divvy ⬆️ & decision to execute on share buybacks the new CFO’s @JamieHeard5 first big move for shareholders? $tou.to $tou
@Eli4Sustain Sorry, you are off base with this. the reality is we’ll need it all. it’s not one energy type or the other. we will need all kinds from fossil fuels to wind, to nuclear, to solar etc. Your green energies alone aren’t going to power much near or mid term. Natural gas is the future