Anecdotally, the most euphoric noise that I hear globally surrounds three markets, being LNG, Thermal Coal and Lithium/Spodumene. Especially amongst gas prices, I can’t hear anyone making a case for a moderation of prices. The herd is all huddled together on the same life rafts. Sure, prices can go higher but I dare you to … Continue reading Bubbles: Natural Gas, LNG, Coal and Lithium