@ClockworkSmurf
I recall you mentioning earlier you had a slight interest in geopolitics but were not in oil anymore, but while we wait for things to happen around here, I would love to pick your brain about where you think oil/LNG is heading and the geopolitics around it.
Long long term obviously we are looking to electrify things but realistically in the short term (next 20 years) there will still be a use for oil (I don't just mean in ICE engines, I'm talking more broadly).
I'm particularly interested in the geopolitical aspect of it affecting prices and how specific scenarios could play out, what with the current climate we're in.
I guess the same vein could also cover nickel and cobalt, the hypotheticals of various supply/demand levers being pulled.
@ClockworkSmurf I recall you mentioning earlier you had a slight...
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