Lots of coverage about the warm weather in Europe right now, but NEWC has not responded negatively yet. What probably matters most is the weather in Asia, and Japan isn't getting past a high of 12C this week. Taiwan is a bit warmer but Korea currently in low single digits.
FWIW I can see how gas and coal are correlated, but I don't think lithium or oil matter all that much.
I did read one economist's prediction that AUDUSD could hit 0.59 sometime in 1H23 which is bad news for tourists but very positive for WHC holders.
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