Dalal.Holdings

Yep seems kinda bad

This is a general thread about investing in Europe in the "General Discussion" part of the forum. If there are individual European companies, then they should be posted in the "Investment Ideas" section as you and I know. You know this already, you are just whining about my criticism of European policymakers as usual.

Germany and the UK are the two largest economies in Europe. They have the most investment opportunities (listed stocks and deep equity markets) out of all of Europe. As a result, it's obvious why they are of outsized importance for someone investing in Europe. It would be like someone investing in North America ignoring the USA and Canada...ridiculous.

https://edconway.substack.com/p/the-end-of-salt https://news.sky.com/story/why-ending-the-manufacture-of-a-humdrum-substance-would-be-final-nail-in-the-coffin-of-an-industry-that-was-once-britains-pride-13494625 So many industries sacrificed at the altar of "Net Zero" Greens and environmentalist nut jobs are to blame for Europe's economic woes

Maybe someone can look at this chart and explain to me how it is going to be good for an industrial country like Germany No surprise that the multi-year recession in Germany continues. And if political upheaval occurs, don’t act surprised.

The problem with importing Norwegian gas is simple for countries like Germany and others—they have many “activists” (including politicians and people in government) who have actively protested against this. This is also the exact reason why the UK, despite having access to the North Sea, has squandered that opportunity. https://www.theguardian.com/environment/2024/mar/16/climate-activists-across-europe-block-access-to-north-sea-oil-infrastructure I’ve posted about this a lot in this thread. You can whine all you want when I post this stuff, but you cannot deny that such politics has been highly relevant and impactful on investing across Europe.

I don’t think they go for Kharg. It would roil oil prices. I think they go for much easier Greater and Lesser Tunb and Abu Musa small islands that are right near the Strait. Trump can threaten to give the islands to UAE which has disputed that territory with Iran for decades as leverage…

Trump is clearly getting Marines and other assets positioned in the area. USS Tripoli and others. Like before the strikes when he got the Carrier Strike Groups positioned. I think likelihood of securing the Strait with amphibious assault around the area is growing. It might cause an oil price spike…but then if he successfully removes the Iran threat from the Strait, oil prices head south. Or maybe there’s a truce? Or Maybe the regime refuses to negotiate and unleashes everything on energy assets in the region? So many possible ways this goes in the short term. Very hard to nail a solid bet one way or another. If there is one takeaway, it’s that Trump doesn’t want to get stuck in a quagmire and damage markets. That being said, it’s not totally up to him what happens…

Do you listen to the IEA to tell you what to think about the world? In the 1970s, every Arab country refused to sell oil to Western countries. In the 1970s, the U.S. was not a net fossil fuel exporter like it is today. If you really cared to think about it, you'd realize the situation is very different today

Ugh. Impossible to discuss anything without you responding with irrelevant stuff. You asked me why I harp so much about the energy situation in Germany & the UK and I responded -- clearly -- with why that is very important to someone looking to invest in Europe. If you still don't understand, I can't do anything to help you. P.S. I have already acknowledged the superior position of Norway's energy policy (and contrasted it with that of UK which has access to North Sea and has squandered it). It's really not that hard to understand.

This is the Energy Sector for discussions related to Energy. I think you're looking for the Politics Thread.

You've lost it. Just spouting pure nonsense. You clearly have no idea about the longstanding rivalry and proxy wars between Iran and Saudi Arabia.

You're entitled to your own opinion, but not your own facts

https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates?mod=WSJ_home_mediumtopper_pos_1 Lol, even the Europeans claim they will help to keep the Strait toll-free (after all the action is over, of course) https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates/card/faced-with-realities-of-war-allies-signal-intent-to-patrol-strait-of-hormuz-gdpV9Fgtn05NZnP5Y0GE

Wrong. https://www.nytimes.com/2026/03/24/us/politics/saudi-prince-iran-trump.html https://www.middleeasteye.net/news/uae-envoy-says-ceasefire-not-enough-calls-escalation-israel-us-war-iran

The worse it is for the rest of the world, the more incentivized the rest of the world is in opening up the strait. Iran blocked two Chinese ships in the Strait...LOL, what a good "friendship". https://www.wsj.com/livecoverage/iran-war-middle-east-news-updates The Gulf States have been directly attacked. The rest of the world is having their economy held hostage by the Iranian regime. I'm not sure how that bodes well for the regime. The only country happy with Iran right now is Russia.

https://www.wsj.com/world/europe/europe-scrounges-for-gas-supplies-in-wake-of-iran-war-a4937435 European leaders are either incompetent or negligent in not preparing their continent for the real world

https://www.politico.eu/article/france-germany-agree-give-next-generation-fighter-fcas-one-last-chance/ Just constant bickering. Even if they agree to move forward, the French are likely to stifle the project throughout its course

The problem, of course, is that most big industrial European companies (auto, chemical, steel, etc) that people would want to invest in are based in places like Germany, UK. They are not in small Nordic countries. And these two nations (Germany, UK) have really screwed up their energy policies, so these large industries have borne the brunt of that. As a result, there have been large losses in share prices, jobs, and impacts to suppliers and other adjacent industries (car parts, staffing agencies, raw materials, etc). So no, I am not “generalizing” or cherry picking. I am focused on two major economies in Europe where most of the industrial capacity has been traditionally concentrated. Germany in particular has been the industrial powerhouse of Europe. And these two nations engaged in suicidal energy policies. Why would a country like Denmark’s energy or Norway or Sweden really matter? Companies like Novo or Ikea are based there which are not as energy intensive.

Be careful--discussing such things as energy costs in this thread is irrelevant (according to some). You might upset some people. Many Europeans voted to elect the leaders who made their continent critically vulnerable. I don't expect a lot of them to understand that they made mistakes. My mistake? Not riding EQNR the past few weeks... I guess Lanxess should move to the United States if it wants to lower its input costs

The Battle for Hormuz https://www.wsj.com/world/middle-east/u-s-war-planes-and-helicopters-kick-off-battle-to-reopen-hormuz-530cdb78 Marines also headed in Will need weeks or so to degrade Iran's capabilities sufficiently

And now for the Climb Down: https://www.wsj.com/livecoverage/iran-us-israel-war-news-2026

It's possible Israel did the hit and the administration later said they approved it to save face. I'm not sure though because yesterday he said he authorized it and now that Iran retaliates, he denies it. Either way, Donnie probably learned his lesson and now going to make sure Israelis leave Iranian energy alone until/if Iran is defanged. I'm sure Gulf countries also turning the heat on Trump. But the real thing Trump is sensitive to is something he's always cared about: oil prices. They are trying everything they can to keep a lid on them. Yeah, Iran can hit Yanbu and the UAE pipeline that bypasses the Strait. They can also hit desalination plants that supply the drinking water for millions in the region. It could get real ugly. Which is why Donnie and Israel should wait until Iran is totally degraded before escalating this further.

I'm sure they are. Attacking Iran's energy infrastructure will mean oil & gas squeeze up as Iran retaliates. These attacks should be held off until Iran's capabilities are fully degraded. Did Donnie learn his lesson? We'll see.

Donnie made a big boo boo by approving hit on Pars Field yesterday... Now Iran retaliated Bigly and he's trying to act like he had nothing to do with it Oil & gas prices will spiral upwards if anyone attacks Iran's oil infrastructure because Iran will retaliate and let loose on energy infrastructure across the Gulf...and Kharg Island has not even been hit yet. Donnie getting close to his uncle point. He needs to secure the Strait before he tries escalating Side Note: Pour one out for the poor Europeans who refuse to help secure the Strait, but will pay the biggest price for high oil prices & gas prices nonetheless thanks to their longstanding policies on energy