It means government must have bad policies for companies to withdraw especially with such a high coal demand worldwide, we should be selling more instead of missing out and other countries selling more instead, same with export Gas as we could be pinching Russia's trade into EU.
Fundies probably expanding into Lith because they already got the older fossil fuels in portfolio plus some don't for political reasons.
Lith has a place but it's not like what the Lithium super bulls talk of, i think it's only good for power tools and phones but it's probably not like that either, somewhere in the middleish area it will settle is most likely.
I'll have some muffins please...
I think Trump will make the dollar stronger with his policies.