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Table 5 · 04-18-2022, 03:03 PM

I've been listening in on a few Twitter Spaces with industry people talking about the Canadian energy industry, and it seems like the biggest hurdles continue to be finding enough qualified manpower and industrial supplies. Hopefully it doesn't stunt the momentum that's been happening.

I've been allocated almost 100% commodities for quite a while now, so I've enjoyed the ride so far. I'm pretty bullish long-term for most of them, but there's just so much turmoil to navigate through these days (war, china lockdowns, slowing economy, SPR releases, food shortages etc) it's hard to gauge sometimes where things stand.

04-18-2022, 03:03 PM	#3535
Table 5 Franchise Player Join Date: Oct 2001 Location: NYYC Exp:	I've been listening in on a few Twitter Spaces with industry people talking about the Canadian energy industry, and it seems like the biggest hurdles continue to be finding enough qualified manpower and industrial supplies. Hopefully it doesn't stunt the momentum that's been happening. I've been allocated almost 100% commodities for quite a while now, so I've enjoyed the ride so far. I'm pretty bullish long-term for most of them, but there's just so much turmoil to navigate through these days (war, china lockdowns, slowing economy, SPR releases, food shortages etc) it's hard to gauge sometimes where things stand.