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Joe Aldina @jaldina1

#energymarkets #coal #mining #natgas #electricity Views my own, RTs not endorsements and likes = bookmarks. Washington, DC Joined January 2011
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Joe Aldina retweeted
ira_joseph Profile Picture

Ira Joseph @ira_joseph

5 months ago

So if Japan is unwilling to time out its coal use, will any country in Asia do so? Don’t hold your breath. Japan will still pursue this goal, but it has to be a concern for gas demand growth in Asia. Renewables to the left, coal to the right, here is gas stuck in the middle.#ONGT

SStapczynski Profile Picture

Stephen Stapczynski @SStapczynski

5 months ago

So if Japan is unwilling to time out its coal use, will any country in Asia do so? Don’t hold your breath. Japan will still pursue this goal, but it has to be a concern for gas demand growth in Asia. Renewables to the left, coal to the right, here is gas stuck in the middle.#ONGT

Joe Aldina retweeted
ira_joseph Profile Picture

Ira Joseph @ira_joseph

5 months ago

The alternative headline would be that cheap US gas commits to shutting down US coal plants during COP28 in exchange for a zero emissions pledge that should be done in half the time they are promising.

TeddyGambino Profile Picture

Teddy KGB Gambino @TeddyGambino

5 months ago

The alternative headline would be that cheap US gas commits to shutting down US coal plants during COP28 in exchange for a zero emissions pledge that should be done in half the time they are promising.

Joe Aldina retweeted
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Teck Resources @TeckResources

8 months ago

We all know metals are critical to clean energy technology – but do you know how much metal? visualcapitalist.com/sp/visualized-…

Joe Aldina retweeted
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Sankey Research @crudegusher

11 months ago

This tells you that Europe has reached solar & wind saturation; any more investment in the same must face negative summer prices. California is basically the same. The “canyon curve”. Source: powermag.com

gerardreid14 Profile Picture

Gerard Reid @gerardreid14

11 months ago

This tells you that Europe has reached solar & wind saturation; any more investment in the same must face negative summer prices. California is basically the same. The “canyon curve”. Source: powermag.com https://t.co/DpaXuGRhry

Joe Aldina retweeted
CoalNewswire Profile Picture

Coal Newswire @CoalNewswire

11 months ago

1/2 Chinese steelmakers increased focus on seaborne due to weak domestic demand leading to a significant rise in #steel exports. If it continues '23 exports will surpass 85mmt, highest since '17. Chinese sellers lowered seaborne offers particularly in destinations like Vietnam.

Joe Aldina retweeted
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Robert Friedland @robert_ivanhoe

a year ago

We are heading towards a train wreck.

Joe Aldina retweeted
ira_joseph Profile Picture

Ira Joseph @ira_joseph

a year ago

I would add the staying power of coal in Asia is real, especially if Qatar & Co. cannot come in at a low enough price. For Qatar, it may be unwilling; for competitors, they may be unable. Past failures to deliver on contracted #LNG also widen credibility gap on new contracts.

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Luke @CarbonLedgerCap

a year ago

I would add the staying power of coal in Asia is real, especially if Qatar & Co. cannot come in at a low enough price. For Qatar, it may be unwilling; for competitors, they may be unable. Past failures to deliver on contracted #LNG also widen credibility gap on new contracts.

jaldina1 Profile Picture

Joe Aldina @jaldina1

a year ago

Charts everyone needs to internalize…Hydrogen is a last resort energy source and gets beat hands down by electricity for a lot of applications, like light duty vehicles and home heating…

janrosenow Profile Picture

Jan Rosenow @janrosenow

a year ago

Charts everyone needs to internalize…Hydrogen is a last resort energy source and gets beat hands down by electricity for a lot of applications, like light duty vehicles and home heating…

Joe Aldina retweeted
DividendGrowth Profile Picture

Dividend Growth Investor @DividendGrowth

a year ago

“Any calls you get on Sunday, you’re going to make money. Those rare calls are the best since they are inevitably from seriously distressed sellers." - Warren Buffett

Joe Aldina retweeted
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Aggressive Value @aggresivevalue

a year ago

$BTU will have 1.5 billion cash at end of q1. Uses should be 500+ for sureties. 1 billion to take out Elliot and the convertible debt. Cuts shares outstanding by almost 25%

Joe Aldina retweeted
mfwarder Profile Picture

Matt Warder @mfwarder

a year ago

I see Lucas is arriving at the same “worst case” terminal value FCF number (~$500M) in 2025 that I did in my $CEIX thread yesterday. He is considerably more optimistic in ‘23 and ‘24 however, and I think that approach is correct. Prices can fall but positive FCF stays

HappyDays528 Profile Picture

AntiWokeBoomer @HappyDays528

a year ago

I see Lucas is arriving at the same “worst case” terminal value FCF number (~$500M) in 2025 that I did in my $CEIX thread yesterday. He is considerably more optimistic in ‘23 and ‘24 however, and I think that approach is correct. Prices can fall but positive FCF stays

Joe Aldina retweeted
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Lion Hirth @LionHirth

a year ago

This is truly remarkable Via @atalaveraEcon

Joe Aldina retweeted
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Alf @MacroAlf

a year ago

So, most economies produced sluggish growth with 0% interest rates for almost a decade. Yet they are not going to suffer from interest rates at 4-5% for a prolonged period of time. Ok, got it.

jaldina1 Profile Picture

Joe Aldina @jaldina1

a year ago

Zoom in, this is a great photo

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Alf @MacroAlf

a year ago

Zoom in, this is a great photo

Joe Aldina retweeted
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Simon Moores @sdmoores

a year ago

Well… news has broken… A Ford 🇺🇸 x CATL 🇨🇳 gigafactory in Michigan could have some serious geopolitical waves. LFP is planned here … a missing gap here for the US. Gigafactories have always been geopolitical hot potatoes. Yet, this is next level. #EV #Battery

JGrzelewski Profile Picture

Jordyn Grzelewski @JGrzelewski

a year ago

Well… news has broken… A Ford 🇺🇸 x CATL 🇨🇳 gigafactory in Michigan could have some serious geopolitical waves. LFP is planned here … a missing gap here for the US. Gigafactories have always been geopolitical hot potatoes. Yet, this is next level. #EV #Battery

Joe Aldina retweeted
mfwarder Profile Picture

Matt Warder @mfwarder

a year ago

Coking #coal about to re-overtake NEWC thermal coal as the best performing commodity since inflation began in earnest in Nov 2020. But even if NEWC fell to $120, it would still have outperformed every other non-coal commodity over this period. 1/x

Joe Aldina retweeted
Kallang22 Profile Picture

Kallang كالانغ @Kallang22

a year ago

That sweet 5,500 NEWC #coal #china

Joe Aldina retweeted
LionHirth Profile Picture

Lion Hirth @LionHirth

a year ago

👇

Joe Aldina retweeted
ira_joseph Profile Picture

Ira Joseph @ira_joseph

a year ago

An additional point. Don’t sleep on how much contracted #LNG to China was allowed to be diverted to Europe and other Asian countries to cash in on the arbitrage created by the contract vs. spot differential. If not for this, maybe Chinese storage would have been higher. #ONGT

nytimes Profile Picture

The New York Times @nytimes

a year ago

An additional point. Don’t sleep on how much contracted #LNG to China was allowed to be diverted to Europe and other Asian countries to cash in on the arbitrage created by the contract vs. spot differential. If not for this, maybe Chinese storage would have been higher. #ONGT

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