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Weekly Wrap
Openai / Sam Altman I have nothing to add here, but congrats to JP Morgan Research for this: Hot New Unobtainium Just Dropped With lithium, nickel…
Nov 21, 2023
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Alex Turnbull
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Weekly Wrap
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Weekly Wrap 10th November 2023
What happened and what caught my eye
Nov 10, 2023
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Alex Turnbull
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Weekly Wrap 10th November 2023
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Chinese Hydropower - Large and Underappreciated
This piece is long so here are the key takeaways up front: China’s hydropower installed base the largest in the world and is not just a substantial…
Nov 6, 2023
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Alex Turnbull
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Chinese Hydropower - Large and Underappreciated
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4 Nov Weekly Wrap
China’s Growth Model and Protectionism Michael Pettis pointing out the challenges of China’s push into more manufacturing stimulus and a not dissimilar…
Nov 4, 2023
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Alex Turnbull
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4 Nov Weekly Wrap
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October 2023
Weekly Wrap
In an effort to post a little more consistently I will be providing some links and issues of interest that have not yet quite got to very long and…
Oct 27, 2023
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Alex Turnbull
19
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The People's Central Bank of Oil
A few thoughts on China's SPR
Oct 5, 2023
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Alex Turnbull
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The People's Central Bank of Oil
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September 2023
The Solar Buildout
Why it is good policy even without considering national security
Sep 25, 2023
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Alex Turnbull
16
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The Solar Buildout
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China's Power Grid
Something we should understand a great deal more
Sep 18, 2023
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Alex Turnbull
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China's Power Grid
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May 2023
Coking coal - its over (again)
https://syncretica.substack.com/p/coking-coal-its-over?utm_source=twitter&sd=pf
May 14, 2023
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Alex Turnbull
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Coking coal - its over (again)
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Coking Coal: Its Over
A small victory lap
May 14, 2023
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Alex Turnbull
15
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Coking Coal: Its Over
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March 2023
Recent Links and Research Topics
How did Europe reduce its gas demand this winter? The standard answer “warm weather” is only part of the picture according to the IEA in this report…
Mar 28, 2023
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Alex Turnbull
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Recent Links and Research Topics
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The Australian Liberal Party and Religion
There is a lot of discussion and I think a misunderstanding of religious groups’ influence in the Liberal Party in Australia. Much of it characterizes…
Mar 13, 2023
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Alex Turnbull
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The Australian Liberal Party and Religion
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