No.17
Interesting article published by Bloomberg last night on BTU’s hedge screw up. Two important take take aways, Rystad Energy estimates thermal coal could reach $500 per ton this year (so that would be very good news for met coal), and Goldman is now effectively reversing its own ESG policy of not funding coal companies.
ホントかどうか知らんがこんな書き込み。確か今が400$位だよね。それより上がるということか、、、まあ出どころ不明だから知らんけど。
返信
投資の参考になりましたか?

