TLG Discussion 2022
- Thread starter zeeb0t
- Start date
To me at least it felt price-sensitive.
Sorry this is a bit of a waffle, but just stuff that's been going round in my head.
This last week has been insane geopolitically. And I've been thinking more and more about the impact it's going to have on Talga and we shouldn't underestimate it.
The name of the game for Europe now is strategic independence.
In EVERY. POSSIBLE. WAY.
Europe no longer has the space to fluff about on things because of minor gripes from NIMBY groups or noise minorities.
They need to gear their economies up.
They need to gear their militaries up.
And they need to do it as fast as possible because their safety (ignorance) blanket just got yanked out from underneath them (pardon the pun and metaphor mixing
)
CRMA may be the framework within which it happens, but I expect to see any project that an increase Europe's independence given an escort of bulldozers.
I'm not trying to sensationalize things. Europe has quite literally declared that they consider conflict with Russia a serious, legitimate threat now, and they just got their pants pulled down by the Americans. They are a decade behind in building their military and they don't have the institutional frameworks currently in place to allow them to accelerate back to where they should be.
In this context, any plan that can contribute to closing this gap WILL be moved forwards. Stupid excesses of bureaucracy or NIMBYism will be overruled. Sorry Sami, but unless your reindeer are now all TAR ('Tactical Assault Reindeer' of course) that can smell Russians, your unchecked overreaching claims to exclusive use of the entirety of the region are no longer a valid excuse to hold up a project. And a permit approval being delayed because someone is sick? Fuk that, strategic projects will be in-force immediately appeals can happen after and will be a lot tougher.
-------------
It's a bit of a weird time to be in Europe. It's not like Trump 1 where things were crazy but then can hopefully go back to normal; things have been irreparably broken. But it shifts a lot of emphasis onto the importance of local materials, supply chains, technology and manufacturing - ALL of which Talga covers.
Strange new world for Europe but, IMO, silver lining good macro environment to support TALGA.
EU will be asking us how quickly we can scale up and how big a loan we need to do it.
This last week has been insane geopolitically. And I've been thinking more and more about the impact it's going to have on Talga and we shouldn't underestimate it.
The name of the game for Europe now is strategic independence.
In EVERY. POSSIBLE. WAY.
Europe no longer has the space to fluff about on things because of minor gripes from NIMBY groups or noise minorities.
They need to gear their economies up.
They need to gear their militaries up.
And they need to do it as fast as possible because their safety (ignorance) blanket just got yanked out from underneath them (pardon the pun and metaphor mixing
)CRMA may be the framework within which it happens, but I expect to see any project that an increase Europe's independence given an escort of bulldozers.
I'm not trying to sensationalize things. Europe has quite literally declared that they consider conflict with Russia a serious, legitimate threat now, and they just got their pants pulled down by the Americans. They are a decade behind in building their military and they don't have the institutional frameworks currently in place to allow them to accelerate back to where they should be.
In this context, any plan that can contribute to closing this gap WILL be moved forwards. Stupid excesses of bureaucracy or NIMBYism will be overruled. Sorry Sami, but unless your reindeer are now all TAR ('Tactical Assault Reindeer' of course) that can smell Russians, your unchecked overreaching claims to exclusive use of the entirety of the region are no longer a valid excuse to hold up a project. And a permit approval being delayed because someone is sick? Fuk that, strategic projects will be in-force immediately appeals can happen after and will be a lot tougher.
-------------
It's a bit of a weird time to be in Europe. It's not like Trump 1 where things were crazy but then can hopefully go back to normal; things have been irreparably broken. But it shifts a lot of emphasis onto the importance of local materials, supply chains, technology and manufacturing - ALL of which Talga covers.
Strange new world for Europe but, IMO, silver lining good macro environment to support TALGA.
EU will be asking us how quickly we can scale up and how big a loan we need to do it.
Sorry this is a bit of a waffle, but just stuff that's been going round in my head.
This last week has been insane geopolitically. And I've been thinking more and more about the impact it's going to have on Talga and we shouldn't underestimate it.
The name of the game for Europe now is strategic independence.
In EVERY. POSSIBLE. WAY.
Europe no longer has the space to fluff about on things because of minor gripes from NIMBY groups or noise minorities.
They need to gear their economies up.
They need to gear their militaries up.
And they need to do it as fast as possible because their safety (ignorance) blanket just got yanked out from underneath them (pardon the pun and metaphor mixing
CRMA may be the framework within which it happens, but I expect to see any project that an increase Europe's independence given an escort of bulldozers.
I'm not trying to sensationalize things. Europe has quite literally declared that they consider conflict with Russia a serious, legitimate threat now, and they just got their pants pulled down by the Americans. They are a decade behind in building their military and they don't have the institutional frameworks currently in place to allow them to accelerate back to where they should be.
In this context, any plan that can contribute to closing this gap WILL be moved forwards. Stupid excesses of bureaucracy or NIMBYism will be overruled. Sorry Sami, but unless your reindeer are now all TAR ('Tactical Assault Reindeer' of course) that can smell Russians, your unchecked overreaching claims to exclusive use of the entirety of the region are no longer a valid excuse to hold up a project. And a permit approval being delayed because someone is sick? Fuk that, strategic projects will be in-force immediately appeals can happen after and will be a lot tougher.
-------------
It's a bit of a weird time to be in Europe. It's not like Trump 1 where things were crazy but then can hopefully go back to normal; things have been irreparably broken. But it shifts a lot of emphasis onto the importance of local materials, supply chains, technology and manufacturing - ALL of which Talga covers.
Strange new world for Europe but, IMO, silver lining good macro environment to support TALGA.
EU will be asking us how quickly we can scale up and how big a loan we need to do it.
MT already seeing a change worth commenting on.
(thanks @oldmate on HC)
https://x.com/dinosaurman1/status/1897990648089002144?t=Fs5CRhBq62vjGsBVd-t8SA&s=19
Scania must be panicking hard.
Semmel
Top 20
Uff.. was hanging by a thread already... Damn. Come on EU, get things rolling for once!
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