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Russia’s invasion of Ukraine is squeezing energy supplies. Many countries are turning back to coal to meet energy security needs. Russia could squeeze Europe more effectively during the upcoming winter. Chinese energy demands have been muted somewhat by rolling Covid lo...
Packer & Co manages a single investment vehicle, the Packer & Co Investigator Trust, a unit trust which is able to invest in a broad spectrum of asset classes throughout the world. The Investigator Trust returned -1.2% for the past year, compared to a -7.4% return for the Aust...
Teck Resources, the largest coking coal producer in N. America, has soared in value in large part due to its spectacular coking coal operations. Teck strongly believes that demand will remain robust -- not for months or years -- for at least 2-3 more decades. Colonial Coal has 2 h...