Connoisseur of 🪨⚒🛢🌾 ☀️ 💨🔋& 🧮. Always game for 🥩&🧉. Fooled around in 🇮🇪🇳🇱🇨🇭🇬🇧🇳🇴🇦🇷🇨🇦🇫🇷🇸🇬, now ➡️🇲🇾 and focused on district 🆒ing.
Kuala Lumpur City
Joined July 2013
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Epic 4000km round trip: started in South Africa, through Botswana, Zambia next, then Zimbabwe, arriving in Mozambique before returning to Africa: adventurous blend of safari, Victoria falls, great Zimbabwe, Mozambique’s sunny beaches and enjoying finally Maputo ☀️ 🦁🦓🐘🦒🦛🛖🏝️
Thomas Fridrich retweeted
The gas turbine supply crunch rages on⚠️⚠️
📈 Mitsubishi Heavy's large frame turbine orderbook expanded to 83 units (or 37 gigawatts) in end September
⚡ A boom in data centers has prompted utilities and technology companies to accelerate plans for new gas power plants
Thomas Fridrich retweeted
Lula’s election win dashes US hopes of quick access to Brazil’s rare earths bit.ly/4kxyWbd
Thomas Fridrich retweeted
Rystad Energy's base-case outlook indicates that production will fall short by 1.9 million barrels of oil equivalent per day by 2040
rystadenergy.com/news/norway…
not surprising given the decline in average discovery size
Thomas Fridrich retweeted
Refineries have shifted production away from gasoline to middle distillates. #TodayInEnergy bit.ly/4z3QBuV
Thomas Fridrich retweeted
Bank of England raises interest rates to 4% in bid to tame inflation ft.trib.al/Llvo32T
Thomas Fridrich retweeted
Normally, the combined cost of freight and insurance represents around 3% of the total cost of crude or petroleum products.
By the end of January 2026, the total share of freight and insurance for very large crude carriers (VLCCs) from the Middle East to East Asia was around 5% of the total cost.
By the end of October 2026, however, this share averaged 30% of the total cost.
These exceptionally elevated costs are, in turn, transmitted across the entire value chain. They increase and prolong the cost burden on producing and consuming countries and place additional inflationary pressures on the global economy.
Read more in the new brochure ➡️ opec.org/assets/assetdb/who-…
Thomas Fridrich retweeted
Sodium-ion cathodes can be $3–5/kWh cheaper than LFP.
But lower energy density means higher manufacturing costs, more materials and more containers per MWh.
@CRUGROUP's Max Reid explains why cheaper chemistry doesn't necessarily mean cheaper batteries.
(00:00) Introductions
(03:16) Can LMR Compete With LFP on Cost in the US?
(07:02) Manganese Purity Needed for LMR Cathodes
(10:26) Are Non-Chinese Makers Wrong to Pivot to LFP?
(12:29) Do US Tariffs Just Boost Southeast Asian Cells?
(15:22) EU Recycled Content Rules and Cell Costs
(18:07) Do Localised Supply Chains Raise Battery Costs?
(21:20) Data Centers as Sodium-Ion's First Western Market
(27:47) Why Sodium-Ion Still Costs More Than LFP
(31:22) Hard Carbon and Anode Options for Sodium-Ion
(35:43) Will Solid State Ever Close the Cost Gap?
(39:01) Can Lithium-Ion Costs Keep Falling?
(42:04) Emerging Chemistries: Niobium, Sulfur and LMO
(46:18) Where Battery Capital Is Being Misallocated
Thomas Fridrich retweeted
Growth prospects for the top oil field services providers are improving heading into 2027, driven by international expansion in offshore developments, renewed exploration and efforts to boost production from existing assets.
Deepwater projects remain a bright spot with activity broadening across Latin America, Africa, the eastern Mediterranean and Asia, and final investment decisions expected to increase by more than 30pc in 2026, according to the world's biggest oil field services contractor SLB. A growing number of US shale producers that are gearing up for international expansion will also prove a catalyst for growth.
#oott argusmedia.com/en/news-and-i…
Thomas Fridrich retweeted
China expands overseas mining stakes, tightening grip on critical minerals cnbc.com/2026/11/04/china-cr…
Thomas Fridrich retweeted
A major investment in the future of U.S. copper is moving forward.
Freeport has approved the Bagdad expansion, which will more than double the operation’s mining and milling rates and increase annual long-term copper production to over 400 million pounds per annum.
“We are pleased to proceed with the Bagdad expansion, an important step in advancing Freeport’s U.S. copper growth strategy. This low-risk brownfield project builds on Bagdad’s substantial reserve base, long operating history, existing infrastructure and experienced workforce to deliver new U.S. copper and molybdenum production and further strengthen Freeport’s position as America’s Copper Champion®.
- Kathleen Quirk, President and Chief Executive Officer
Read more in our recently release press release: ow.ly/Nj395103Pq1
Thomas Fridrich retweeted
Lundin Mining Reports Third Quarter 2026 Results, Delivering Strong Financial Performance Amidst Record Copper Prices - $LUN.TO | CEOCA Breaking News
ceo.ca/@newswire/lundin-mini…
Thomas Fridrich retweeted
Copper is booming but not everyone is striking gold ft.trib.al/9FweKCr
Thomas Fridrich retweeted
NEWSLETTER: China wants a seat at the Gulf table reut.rs/3V4b0ly
Thomas Fridrich retweeted
👀 #ACG has agreed to acquire 100% of Blue Moon Norway for US$220m, payable in new ACG shares at £18.70 per share
The portfolio includes a 94.52% interest in Nussir, targeting first #copper concentrate in H1 2028.
londonstockexchange.com/en/n…
Thomas Fridrich retweeted
LNG imports make up increasing share of Colombia’s natural gas supply. #TodayInEnergy #LNG bit.ly/3UvoKFI
Thomas Fridrich retweeted
Column of the Week: A ticketing problem for Germany’s battery boom montelnews.com/news/eca9b0b1…
Thomas Fridrich retweeted
Qatar set to become world’s biggest buyer of US LNG ft.trib.al/tMCT6CL
Thomas Fridrich retweeted
Oil company Perenco, owned by the billionaire Perrodo family, is looking at assets in Central Asia, potentially adding a new region beyond its hub in Africa bloomberg.com/news/articles/…
