Crude oil moves getting less interest from other assets.
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Links
- Yesterday's podcast post, with more links, if you missed these.
- Craig Tindale's latest on "Who owns the chemistry that turns metal into power." Laying out why those critical materials are so critical and the systematic changes required to address the issue if China isn't to maintain its dominance and leverage.
- Peter Garnry on SpaceX and how truly rare it is to see the kind of growth that some are anticipating for this company - with only two prior examples that are even in the same universe for a company of size.
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