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Equivest ⚒️💎 Profile picture
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Apr 7 • 4 tweets • 2 min read
1/x Would you support more onshore conventional #gas drilling in #Europe to replace Russian gas dependence?

Please vote as I want to share with European Commission. #EnergySecurity
2/x European onshore exploration was primarily focused on oil. From 60-70s focus shifted to the North Sea, especially for gas.

Below map of onshore oil & gas fields and pipelines in Europe's Southern Permian Basin. There are several other producing basins in Europe. Image
3/x Finding another elephant Grønningen (2740 bcm) could replace 17.5 years of Russian gas import to Europe.

If you do not look, you do not find.
Please retweet so we can get more votes 🙏

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More from @equivestinvest

Equivest ⚒️💎 Profile picture
Apr 10
1/x
Commodity cycle start or end?

Note: I am not commodity analyst, but exploration geo at the bottom of the commodity chain for metals/hydrocarbons.

Sharing some stats in the 🧵
#mintwit #commodity #batterymetals #mining
2/x
 Reading macro analysts, following arguments emerge.

Current commodity run is:
- supply chain related only
- speculation fueled
- long term secular shortage in commodities
- caused by geopolitics, sanctions etc.
- going to end soon
- going to last a decade
3/x
 I am personally watching for short term pull back, but support long term commodity price increase trend from supply shortage perspective.

Uncertainties: china, wars, geopolitics.

Below is some data supporting long term commodity bull.
Read 12 tweets
Equivest ⚒️💎 Profile picture
Mar 27
1/x Thank you for sharing your process on how you go about evaluating exploration juniors🧐

Large focus on management and the story.

This is important, but be careful as this is where the trap often lies🔴. Some people are really good at selling the story that is mediocre.
2/x My focus is very different.

1⃣Geology of the area - does it have potential to host Tier 1-2 deposits.

2⃣Exploration team - skills, history, how they tackle exploration challenges.

3⃣ Management - Strategic thinking and ability to develop business are key here.
3/x Because of this process, I rarely look at management. Staggering number of explorers is parked in the step 1 and 2.
Read 5 tweets
Equivest ⚒️💎 Profile picture
Feb 14
1/x
100x lower discovery rates in #mining than #oil & gas exploration 🤯

Mining #exploration success rates: 0.3%
Vs
Oil exploration success rates: 30%

Thread on why this happens and what can be improved ⁉️
2/x
So are mineral deposits more rare than oil deposits?

Oil fields and mineral deposits are widely distributed across different continents and occur in variety of geological settings.

It's difficult to explain success rate with distribution.
3/x
Cost of drilling:

25 MUSD for 2-3km deep oil well in shallow water

vs

0.25 MUSD for 500 m deep mining drill hole

Interestingly oil well is 100x more expensive.
Read 9 tweets

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