The Resource Speculator
RespeculatorSpeculating in the volatile world of natural resources
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 2 years ago | Last Issue | 2 years ago |
| Active | |||||
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theresourcespeculator.substack.comLatest Issues
Archive: Quarterly Recaps / Things that caught my eye
- Quarterly Recaps
This is fairly stale now.
20231022 Recapping A Week Of Quarterlies From The Majors
953KB ∙ PDF file
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20231025 Quarterly Recaps S32, Teck, Fm, Aal, Mmg
528KB ∙ PDF file
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2024...
Archive: Thematics
- Aussie Electricity Grid
Not much has changed here.. still on a collision course for blackouts in my opinion. Major storage projects such as Snow Hydro continue to get delayed, and the government/taxpayer are now funding coal fired power...
Archive: Coal
- General Musings
Not much has changed in coal space, I still like the long-term set up and valuations.
20231106 Making Sense Of The Met Coal Market
741KB ∙ PDF file
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20231118 A Quick Note On Coking Coal
386KB ∙...
Archive: Majors
- Glencore
If there was ever a “set and forget” miner, it would be these guys.
20231126 Glencore Fading Esg Hysteria
515KB ∙ PDF file
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- Teck Resources
TBD if Teck gets an “ESG" rerate once their coal Assets a...
Archive: Turnarounds
- Background
Four potential turnaround plays were highlighted at the bottom of this note - Aurelia Metals, Metro Mining, Cooper Energy and Bowen Coking Coal. The first three have performed well and appear to be on the path the turning ope...
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Resource speculator
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