Readings/content links include Greg Miller on the outlook for product tanker companies, an update on the US DoE’s work-in-progress uranium strategy, Horizon Kinetics’ Q1 2022 roundtable discussion, Rob West on what the Russia-Ukraine conflict means for the energy transition and a wide-ranging interview with Jim Grant.
- Greg Miller: Product tanker owners Ardmore, INSW, Scorpio see scramble for diesel supplies.
- World Nuclear News: US DoE working on its uranium strategy.
- Horizon Kinetics: Q1 2022 roundtable discussion with Steven Bregman and Murray Stahl.
- Man Institute: Rob West of Thunder Said Energy on what the Russia-Ukraine conflict means for the energy transition.
- Jim Grant: “Rising interest rates are the kryptonite of financial assets.”