General Discussion, page-1997

Perhaps a good will gesture from Xi whilst visiting Jo and co. A gift the west will embrace as they take opportunity to stock inventories - as there is no trust re future supply as seen with other recent export bans imposed by Beijing.

The west restocking inventories for supply security - the growth in demand for renewables continues (not without some bumps along the way both E transport and wind for which every rough article re wind or EV is a positive one when researching past the headlines) - the Myanmar supply issues etc - one would assume RE pricing to be tracking upwards - but there is nothing like a bit of Beijing pricing controls/manipulation for which any occasion suits them.

Plenty of great stories re wind this week with both GE and Siemens (fascinating the wind construction scale - process and technology) - even Hyundai price drop on their EV base model to be in line with Tesla whom continue to challenge all comers in their quest for supremacy - their volumes over dollars to squeeze out other aspiring EV companies - bit out of Beijings playbook.

Personally looking for any signs of increased volumes to add some more before pending off take binding closures.

Oh and UK just announced significant increases to wind contract pricing. Have a great weekend all