Principal at @DattCapital, interested in investing, tech, innovation, mineral resources & philanthropy.
Melbourne, Victoria
Joined January 2012
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Emanuel Ajay Datt retweeted
Coal prices up 40% this year on LNG replacement demand, supply uncertainty asia.nikkei.com/business/ene… via @NikkeiAsia
"Exports from Indonesia, one of the world's top coal producers, have stagnated as the government has toughened approval criteria for mining plans and tightened domestic supply obligations. Commodity Insights projects the country's 2026 export volume coming to 450 million tons, down roughly 10% on the year, or less, based on weak export levels last month."
Emanuel Ajay Datt retweeted
CoreWeave’s unsecured notes are officially 1,000bps STW, now yielding ~15%.
Either this is terribly mispriced and a buy or the HY market is telling you something about the AI build-out
Which one is it?
robinhood:0x5f10a1c971b69e47e059e1dc91901b59b3fb49c3
Emanuel Ajay Datt retweeted
Coal providing 50%+ of the whole NEM for decades and the guy running them all says they don't even stack up.
Another $2B of new coal would smoke the entire renewables business undermining $100B's of investment.
Wild Ideology here... Aussie's are allergic to logic in energy.
Textbook how to run a company into the ground. $AGL.AX
NSW getting a gentle preview into what life will be like if Eraring ever does shut down
openelectricity.org.au/facil…
…probably not any time soon though you'd have to say.
Hey, it's not all bad, at least the batteries are making coin today.
Emanuel Ajay Datt retweeted
Coal is roughly 80% cheaper than LNG, encouraging Asian and European buyers to increase coal imports ahead of winter.
@SlavEnergy explains why price-conscious gas buyers are betting on energy security in her article this evening on Oilprice.com
Emanuel Ajay Datt retweeted
A recent series of papers suggested that nuclear power plants are responsible for more than 100 thousand cancers. Using their method, every landmark we tested causes cancer,
Emanuel Ajay Datt retweeted
“We don’t expect Qatar LNG coming back to the market soon"
The chairman of Jera (the world's top LNG buyer) sees the Hormuz disruption continuing. LNG spot prices are double this time last year, and “market participants worry about this coming winter"
bloomberg.com/news/articles/…
Emanuel Ajay Datt retweeted
India is relying heavily on coal-fired power stations as a poor monsoon keeps hydropower lower-than-seasonal. The result? Coal stockpiles are falling quickly, reaching a 5-year low (measured by number of days). New Delhi is invoking emergency rules to keep more coal-fired plants running to meet strong electricity demand.
Emanuel Ajay Datt retweeted
India’s power plants are exhausting coal inventories as generators rush to offset weak hydro 🇮🇳⚠️
Stockpiles at power plants at a 3 year low. The government is now mandating all captive coal plants (>50MW) to run at full blast to avoid a power shortage
bloomberg.com/news/articles/…
Emanuel Ajay Datt retweeted
India is facing a coal supply crunch as dry El Nino weather curbs hydro power 🇮🇳⚠️
Coal power generation jumped this month, depleting inventories to a three year low. About 40% of the 196 plants surveyed by the government had critical low stockpiles
bloomberg.com/news/articles/…
Emanuel Ajay Datt retweeted
Continuing the St Barbara $SBM.AX thought process, let's analyze risk bucket #2, the big one, capital allocation risk...
Stonks are all about narrative; the key is often (imo) detecting a changing narrative about a stock...here I think this is happening in rt ala $WHC.AX from 2023...
Emanuel Ajay Datt retweeted
BREAKING: Saudi Aramco has cancelled all of its September European crude oil allocations and is scrapping every cargo slated for late-September loading onward, with a European lifter saying no Saudi oil cargoes at all until November, per initial reports citing oil trading firm Onyx and market sources.
That takes the world's largest exporter out of the European market for the rest of September and all of October, a de facto force majeure on Saudi crude to Europe from the 3rd largest energy producer in the world.
Emanuel Ajay Datt retweeted
They always want to privatize gains and socialize losses. Each round of financing by OpenAi and Antropic requires even bigger amount as they are running a business with negative margins that’s burning cash. Now with Chinese open models in the picture margins will be erased over time (we covered this many times) and they want open source models banned.
The issue at stake here is that we have trillions of capex that created ecosystem predicated on the ability of OpenAI and Antropic to continue spending money and actually having capital to buy hundreds of billions of compute from Oracle and co. Hence the panic race to go public. Sudden Ai doomerism is just psyops to push real agenda - I’ll post my thoughts on it later.
Emanuel Ajay Datt retweeted
Compulsory reading for every Australian 👇Brilliant article Chris UhImann. So sad and true. We all need to act now.
Call it Argentinisation unfortunately our economic decline is entirely self-inflicted.
Like Argentina last century, we are squandering the prosperity built on resources, enterprise and ingenuity.
The new CGT is economic vandalism. It punishes savers, founders and all investors who actually own this country.
It must be reversed. #StoptheCGT #JoinWARonCGT
theaustralian.com.au/inquire…
Emanuel Ajay Datt retweeted
CHART OF THE DAY: Global coal demand has surprised the @IEA massively to the upside: it’s running ~1 billion tonnes higher (~9%) than the agency had expected only five years ago.
The forecasting error equals to the anual demand of the EU, Japan and the US — combined!
Emanuel Ajay Datt retweeted
Circumstantial evidence points to a longer-than-expected war.
In this case, some of the best investments in 2026 will be in King Coal
Emanuel Ajay Datt retweeted
BREAKING: The gap between the US 10Y Treasury Yield and China's 10Y Government Bond yield rises to a record 324 basis points.
In other words, the US government's cost of borrowing relative to China's has never been higher.
Absolutely incredible.
