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The Red Sea Spaces - Summary
Today I hosted a 4 hour marathon open forum spaces on Red Sea / Suez Canal issues. A number of maritime and naval experts joined in. Here's the summary.
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The Suez Canal and Bab al-Mandab - The Big Picture
The history of Suez Canal closures, and the current crisis. How this might impact the economy and investments.
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Pricing for new subscribers will increase on January 1st
New price point, historical pricing, and motivations
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There's plenty of oil. Diesel, on the other hand...
In this post I'm going to lay out the case for diesel and jet fuel over gasoline and how to profit from it
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The market is kicking me in the teeth
And why I'm just gonna keep taking it if I have to
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Braskem - Withdrawing Previous Post
Avoiding speculation - I am already positioned
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What would happen if throughput of the Suez and Panama canals were impaired at the same time?
A deep dive into the importance of the Panama and Suez Canals to global trade and an exploration of the threats they face and the opportunities and consequences those threats create
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Finding Value in an Overvalued World
More on my process for finding cheap markets, cheap companies, and cyclical rebounds
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Sibanye Stillwater Convertible Bond Offering
Breaking down the terms of the offering and the pricing
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Black Friday Sale - Lifetime Subscription Option
You can't pay in dollars, but I'm offering a number of ways you can get the paid Calvin's Thoughts posts for the rest of your life
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Ecopetrol - Colombian Supreme Court Delivers Massive Victory to Minority Shareholders
Gustavo Petro's government had introduced a change in royalty deductibility for income tax calculations. The measure had a material impact on EC bottom line results and was just struck down.
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Ecopetrol Q3 Results - Another Solid Quarter
Analyzing the latest quarterly results from Colombia's state energy company
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Vertex Energy Q3 Earnings - Looking Better
Vertex may have finally hit an inflection point after a long road to the big leagues
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Copper, the Canal, and Chaos. Panama is Proving Its Global Relevance.
My takes and insights on the current situation in Panama and where things are headed
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Coal and Machining - Summary of US Trip
I was in the US for 3 weeks, visiting Kentucky, Tennessee, West Virginia, and Indiana
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First Quantum Minerals - Copper Panama approval triggering social unrest
Panama is bracing for major protests over the coming weeks as protestors set to block dozens of roads across the country