Friday Links – Floating solar farms, Ukraine again, genius hunt, why Vietnam, and uranium moves

A shorter than normal series of links today looking at yet another fantastic Ukraine interview, why Odessa matters for wheat, where have all the geniuses gone and an amazing floating solar plant

1. Ukrainian pain

2. Floating solar farms

3. Genius hunting

4. Odessa

5. Why Vietnam?

6. Uranium update

Ukraine: the looming devastation

One of the reasons why I’m so bearish at the moment is that in my view the Ukraine war is becoming increasingly unwinnable for both sides in the near term and that implies massive destruction and more chaos. As I have said before I’m not sure …