Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2)
Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK)
Elon Musk: Only a Carbon Tax Will Accelerate the World's Exit from Fossil Fuels (LINK)
T. Boone Pickens talks Energy, Security and Shop with Carl Icahn (video) [H/T ValueWalk] (LINK) [If you don't have time for the whole thing, I'd probably start at the 14:24 mark and go from there, which is about the last 10 minutes of the conversation.]
The Absolute Return Letter - December 2015 (LINK)
Richard Duncan Interview: Austrian Economics Would Destroy The World (LINK)
We don't have a position in Westshore Terminals, but it came up on an insider buying screen and after checking out the investor relations site, they have a video from their 2015 Annual General Meeting that gives some interesting info about how coal moves from train to ship (about first 5 minutes of video) (LINK)
If you're looking for book recommendations for the holidays, these are the ones I still think are some of the best to consider:
Charlie Munger and Peter Kaufman recommendations from Poor Charlie's Almanack
The books mentioned by Peter Bevelin in my interviews with him