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The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance
Winter is Coming
35 mins ago
•
Alexander Stahel
K92 Mining - A Tier 1 Opportunity in the Making
A "Special Situation" in the Gold Mining Space
Oct 27
•
Alexander Stahel
32
3
Lundin Gold: A Geological Unicorn, Priced for Perfection
Fat panel, high grade, real optionality; patience required at 1.7× NAV
Oct 20
•
Alexander Stahel
25
2
Alamos Gold — A Picasso That Gets Better with Age
How Land Optionality and Discipline Compound Value in Gold Mining
Oct 15
•
Alexander Stahel
19
6
Running on Fumes: How refinery strikes and Urals economics threaten Russia’s oil output - and its regime
A data-driven look at Russia’s oilfields and refineries—and the risks to tomorrow’s barrels
Oct 7
•
Alexander Stahel
29
2
September 2025
Grasberg: Why the World’s Wettest Block Cave Mine May Never Restart?
Freeport’s Grasberg Copper Gold Mine: More than “Force Majeure”…!
Sep 24
•
Alexander Stahel
7
4
Content Guidance: Gold Miners Next
What to Expect Next
Sep 7
•
Alexander Stahel
41
17
August 2025
Peace Is a Process
Lesson 9
Aug 31
•
Alexander Stahel
9
1
Nuclear Weapons Pass ESG Test as War Redefines Ethical Investing
Following up on my article yesterday— on why high expectations so often lead to disillusionment, and what that means for nuclear peace and global…
Aug 27
•
Alexander Stahel
2
The Pitfall of High Expectations and Disillusionment
Lesson 8
Aug 26
•
Alexander Stahel
15
1
The Paradox of Winning and Losing War and Peace
Lesson 7
Aug 23
•
Alexander Stahel
7
The Death of Peace Treaties and Why Wars Often End Without Justice
Lesson 6
Aug 21
•
Alexander Stahel
7
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