Incredible to see the quantum of funding available for intermittent energy sources

$3 billion buys you the most advanced, high-efficiency, low-emission coal gen plants (AUSC) generating 700 MW of baseload.

Instead you'll be paying 2x for your electricity next year 🤡 Meanwhile, the Feds are fighting over capping prices for fossil fuels which will reduce supply over all time frames; further exacerbating the situation.

QLD premier thinks she's the only one who can increase taxes on coal 🤦‍♂️

Enabling new supply is the only way out of this

Good interview with Jim Simons

Be guided by beauty. Just as a great theorum can be very beautiful, a business managed efficiently can be beautiful.

$NHC $NHC.AX breaks $4 without a sweat

Buying looks to be driven by short-covering in the final 3 trading days pre-dividend and strong fundamental outlook for Australian thermal #coal

Old thread link here, so I don't traumatise my Koala friend further 😉

https://twitter.com/eadatt/status/1512557261469941760?s=20&t=J8hlSU4Vf8X47dwl1TgQMQ

Interesting thread and statistics on seaborne thermal #coal

There is a lot of nuance and frictional elements in the physical supply chain to keep in mind when reading these statistics

#coaltwitter

https://twitter.com/AXSMarine/status/1512379584922193926?t=2s51t35DgkWCWEYiJeISkQ&s=19