Good Morning Investors from a Sunny Southern Oregon . Albeit a bit hot later on this afternoon. Powers out over here once everyone switches on the aircon. We could sure do with a big old Tesla battery backup storage as we have plenty of year round sun to power up. Same story for every town around here & ill bet my last dollar a Trump presidency will actually be beneficial for the USA energy infrastructure and that means us country folks as well JLL shareholders.
Just now reading HC threads seems same narrative fed to us by media and ppl with hidden agendas.... Dont believe them folks. There may well be a temporary oversupply but a few analysts suggest that even slight miscalculations such as applying blanket rates in projected recoveries for instance ( African sc3/4 im looking at you) can quickly turn a surplus to a deficit. In 2022 it was an 8% deficit that contributed to the massive price boom. Then a 1- 3% surplus that causes a massive downturn which we are in.
Regardless the US will need their own supply to feed Gigafactories being built as we speak or let Chynna dominate. It's a matter of national security.... & so I've taken up my full entitlement + plus extras if you guys dont want them.
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