Industry primers and sector updates

What If You Could Combine The Radical Efficiency of the LCC Airline Sector with the Railroad Industry? You'd Get Precision Scheduled Railroading (PSR)
Solar is the future of energyBenefits of solar: 1) Practically infinitely scalable unit economics (i.e. efficiency) 2) Localized installation (no need for heavy investment i…
Good primer on the dynamics of the oil price environment over the next 3 yearsHighlights: 1. Pre-covid demand was 100m bbl/day, while current demand is 95m bbl/day. OPEC+ and Neutrals are currently producing about 90m bbl/…
Diary entry #2
Diary entry #1 - Jim Chanos' interview on Carson Block's new channel Zer0es