Andrew Hay
3.2K posts

Andrew Hay
@andwhay
Googler, Thinking, Investor








The Australian mining industry is now on the verge of collapse due to diesel shortages. One of the country’s last two refineries is in flames, and the fuel supply chain that powers every drill, truck, and haul is about to snap. This isn’t an isolated incident. It’s the inevitable result of years of policy choices colliding with reality.

Buying cheese: "Aged 84 months" Ok then why can't it last another 2 weeks in my fucking fridge?

"Can the gold rally resume?" UBS, 13 April

US helium distributors switch to “call for availability” on shortages. Most US helium has now been diverted to Taiwan on contracts signed two weeks ago. Medical Imaging will now take you 6 months plus to schedule as hospitals shift to referrals outside for imaging.






TRADE DEFICIT DOWN 55% 🇺🇸 THANK YOU, MR. TARIFF!











