I’m seeing so many great assets stuck – either missing binding offtakes or financing & pitching to be the next ex-china play
Going roadshows and still not getting interest. Why don’t try to explore China?
Go to China now gives you the unfair advantage – pitching your project to a RMB33 trillion market that’s hungry for minerals
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Over 7T AI debt by 2029,
There can be no Neoouds without the Trinity.
Nvidia's Backstop Economics Explained.
AI Debt Needs Quantified.
Nvidia's Objective is to Broaden Compute Access
SHELL SAYS SHELL SIGNS LONG-TERM SUSTAINABLE AVIATION FUEL AGREEMENT FROM PLANNED MOROCCO FACILITY; AGREEMENT WOULD GIVE CO EXCLUSIVE OFFTAKE RIGHTS FOR ABOUT 150,000 TONNES A YEAR OF SAF
SHELL: SHELL SIGNS LONG-TERM SUSTAINABLE AVIATION FUEL AGREEMENT FROM PLANNED MOROCCO FACILITY; AGREEMENT WOULD GIVE CO EXCLUSIVE OFFTAKE RIGHTS FOR ABOUT 150,000 TONNES A YEAR OF SAF