Security of supply
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X @Raoul Pal
Raoul Pal· 2025-10-14 02:10
RT Andreas Steno Larsen (@AndreasSteno)From my big sectorial study on Rare Earths dropping one of the coming days at @RealVision - must read!"In essence, investing in Western rare earths remains a bet on politics, not geology. It’s a leveraged play on whether Western democracies are willing to pay the true cost of security of supply, not only in subsidies and infrastructure, but in accepting that the green transition, the AI arms race, and national security won’t come cheap or clean.I think we’re getting th ...
Turkey’s Global Hunt for Energy, Commodities
Bloomberg Television· 2025-07-26 06:00
Just walk us through exactly what Turkey are looking for on the energy side of things and what is driving this hunt for further energy resources. Morning. Yes.We've seen basically state run energy companies that all fall under the energy ministry here in Turkey popping up in recent months around the world, three or four continents signing deals with a bunch of countries for everything from oil to gas, LNG and metals like uranium and gold. These are including exploration, trade, import, the whole gamut. The ...