Posts

LNG is booming

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LNG capacity to increase by 50%. Buy Birchcliff energy. LNG demand will add about 10% to U.S. natgas demand in 3 years.

Investing in Santacruz Silver for Zinc

Zinc is an interesting play, you can play this with Santacruz Silver. For more info on zinc, go here.

Sprott Holdings Update: August 2022

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New Sprott report is out:  https://www.sec.gov/edgar/browse/?CIK=0001512920 Sprott bought the following: I-80 Gold, Schnitzer Steel, McEwen Mining, Sandstorm Gold, Steel Dynamics. Sprott sold the following: Hycroft, Microstrategy, Shell, Excellon, Franklin Resources, Gold Fields, Sibanye, Wheaton, Equinox, Mag Silver.  

Zinc Vs. Natural Gas

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Zinc is very energy intensive and requires natural gas and electricity to be produced.  

Rainfall Vs. Food Production

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Generally rainfall is correlated to food production.  

Meat Consumption Vs. Real GDP per Capita

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Meat consumption rises with real GDP per capita. 

Deforestation Vs. Food Prices

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Under Lula's presidency we saw a massive decline in deforestation, which lead to higher food prices. The reason for this being less farms means less food production. Also, farms are getting depleted of nutrients and will need lots of fertilizer to keep them fertile, while the Amazon would have this natural fertile ground already.