PierreTan
05-20

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  • Ron Lee
    ·05-21
    President Prabowo Subianto officially delivered his speech in parliament, confirming the absolute worst-case fear for commodity investors: Effective June 1, 2026, Indonesia will mandate that all exports of coal, palm oil, and ferroalloys must go through a state-owned enterprise (SOE) acting as the sole exporter.
    This is a massive act of resource nationalism that fundamentally rewrites the rules for Geo Energy. Here is exactly what this means for the company, the stock, and your position moving forward.
    🚨 1. The Operational Nightmare for Geo Energy
    The business model for Geo Energy has been deeply disrupted by this policy change. The market is panicking over three critical unknowns:
    The Trafigura Deal Is in Limbo: Just days ago, Geo signed a major 15-year offtake agreement to sell 100% of its Harfa mine production directly to international giant Trafigura. Under this new law, private companies cannot sell directly to foreign buyers. They must sell to the Indonesian government's SOE ..
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  • Ron Lee
    ·05-21
    Indonesia political interference into consolidation of natural resources... coal was one of them... President Prabowo Subianto officially delivered his speech in parliament, confirming the absolute worst-case fear for commodity investors: Effective June 1, 2026, Indonesia will mandate that all exports of coal, palm oil, and ferroalloys must go through a state-owned enterprise (SOE) acting as the sole exporter.
    This is a massive act of resource nationalism that fundamentally rewrites the rules for Geo Energy. Here is exactly what this means for the company, the stock, and your position moving forward.
    🚨 1. The Operational Nightmare for Geo Energy
    The business model for Geo Energy has been deeply disrupted by this policy change. The market is panicking over three critical unknowns:
    The Trafigura Deal Is in Limbo: Just days ago, Geo signed a major 15-year offtake agreement to sell 100% of its Harfa mine production directly to international giant Trafigura. Under this new law, private co
    Reply
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