500K to 1M, Day 33 132K, flipping boards on Huadian Liaoning Energy, China Merchants South Oil

StrawberryIce · 2026-03-24T05:35:16+00:00

The article mainly discusses the author's bullish outlook on green electricity and shipping, pointing out the thematic direction of the market and the current situation. The author believes that both green electricity and shipping are closely related to energy transition and cargo replenishment in the later stages of war, suggesting this will lead to price increases.

StrawberryIce

2026-03-24 05:35:16

Abstract generation in progress

Some brothers asked me what I like today.
I am optimistic about green energy and shipping.

I’m very conflicted this time and have diversified my positions.
Mainly because I’m worried about JG.

The thematic direction is already very clear.
This seventh board has already moved away from the concept of electricity synergy.
HuaDian Liaoning Energy is no longer just a rebound for Yunnan Energy.
The big picture is about energy substitution—green energy replacing oil and gas.

Shipping is because the war is nearing its end.
The Strait of Hormuz will open sooner or later.
It’s been closed for so long.
Everyone is eager to restock.
A price increase isn’t unreasonable.

The root cause is energy issues.
This time, it’s very clear.

[Taogu Ba]

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