Category: Natural Resources
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The Best Oil Trader Says…
China’s Manufacturing Revolution 🏭China transformed in 30 years from copying the West to leapfrogging it through highly educated population, entrepreneurial culture, capital access, and deep domestic market enabling supply chain agglomeration effects that create unprecedented competitive advantages. 🚗China’s EV market with 100+ manufacturers demonstrates unprecedented factory speed (NIO built factory from groundbreaking to first car in 17 months) combined with robotics automation to produce quality products at unmatched prices. 🤖China operates 100+…
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Building NGP Energy Capital Management
Ken Hersh on why it’s important to only give money to people who can make lemonade out of lemons (e.g. the people who figured out what to do with wells with shale).
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“Not one inch to the East”
“Did NATO promise Russia never to expand to the east? | DW News centers the discussion around Russian President Vladimir Putin’s allegation that Western leaders broke promises not to expand NATO towards Russia’s borders. During the Cold War, Europe was divided into two spheres of influence, with NATO in the west and the Warsaw Pact…