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欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫铜博士:实不相瞒,其实我也是超级大周期,来自斯托伯的天空。美股黄金股是一路大涨,没有要休息的意思,今年不出意外应该也是一个美股黄金股的集体大年。A股这边还是沉浸在“为梦想窒息”的AI赛道里,黄金板块象征性反弹了一下,但没有要走大牛的意思。今天我们来聊一聊被称作大宗商品之王的铜博士,也就是精铜矿的现状和潜在的投资机会。这是我认为未来仅次于黄金的第二大大宗商品投资机会,也是百年大变局下超级周期的受益资产。老规矩,在做一项资产的配置或者投资策略前,我们要先了解这个资产的属性。我们先来讲讲铜这种资产的属性和用途,为什么投资界要把它称作大宗商品之王。铜的属性和用途:铜是一种过渡金属元素,化学符号为Cu,原子序数为29。在自然界很多以合成物的形式存在,经常跟孔雀石呆在一块。因此过去找铜主要盯着孔雀石找。铜是人类最早进行规模化开采和冶炼的金属之一。过去被用作制造各种生产生活物资,比如铜斧、铜刀、铜铲。我们中国古代的铜冶炼技术非常发达,也广泛适用于各领域。《资治通鉴》中讲述:“赐甲第,僮千人,乘舆斥车马、帷帐、器物以充其家,又以卫长公主妻之,赍金十万斤。”这个金啊,它其实说的是铜钱。铜是中国古代长期同行的货币,比白银的历史还长得多。进入现代社会啊,因为铜柔软而延展性好,导热性和导电性高,常温下不与干燥空气中的氧气发生化合反应。因此,铜大量应用在电缆、电气和电子元件,以及轻工、机械制造、建筑工业、国防工业等领域。现代社会铜的最普遍用途在于制造电线和其他电力设备。铜的消费结构,有很多分类,但是不管怎么分,铜最主要的用途就是电力行业。所以,这儿可以有个结论,决定铜消耗量的,主要是电力行业的需求。有的人会说啊,市面上有一些铝代铜的技术,会如何如何。但是铝线的效率和稳定性远达不到铜的水平。而且大量用铝的,其价格也会涨,因此是很难替代的。那为什么叫它铜博士呢?铜是经济活动中,需要最多的金属之一。铜的需求量增加,供不应求,往往预示着经济好转。而铜的需求量下降,供大于求,往往预示着经济衰退。铜价被誉为全球经济的晴雨表,堪称一种经济风向标,几乎可以嗅到任何经济风吹草动的气息,像经济的水银柱,微妙地升降间揭示着全球经济的脉动。但是!大家可能觉得现在全球经济好像不好,怎么铜价一直在涨呢。这就要说到今天的重点了:为什么铜也是超级大周期。铜价的价格中枢,是不断的抬升的,呈周期性向上波动。从一千多,到四千多,到五千多,到现在七千多。造成这样的原因是什么呢?先概括起来就是:供给端越来越小,需求端越来越大,供需矛盾不断紧张。那我们先看铜的供给端:产能高度集中、越挖越少,越来越稀缺。铜的供给端是高度集中的,智利一个国家的铜产量就占了全球的28%。而同时,主力矿山是维持大宗金属供应的核心动力,在很大程度上影响整体表现。2023年排名前20的矿山,贡献了全球矿产铜年产量的36%;其中超过70%都是在30年之前发现的。自2014年艾芬豪矿业在刚果金发现卡库拉超大型铜矿以来,过去10年的特大铜矿找矿发现为零。即使你现在找到特大型铜矿,从勘探开采到出产能,也要6-8年。据标普S&P统计,年产量超过1.5万吨金属铜的矿山中,超过50%的已经服务了20年以上;这些矿山的入选品位也在过去的30多年下降了约40%至含铜0.6%。现有的大型矿山的品味是不断的下降,越挖越深,开采成本越来越高。下面是两段新闻,大家合起来看:“2019-2024年,全球铜矿储量整体增长,其中,2023年全球铜矿储量达到近年来最高值,为10亿吨;2024年全球铜矿储量下降至9.8亿吨,同比下降2%。”“2019-2024年,全球铜矿产量逐年递增。2024年全球铜矿产量达到2300万吨,同比上涨1.77%,产量达到近年来最高值。”也就是说,从2024年开始,铜的储量是真正在下降了,属于越用越少。稀缺性越来越明显。这儿我讲一句,我国是全球主要的铜消耗国,我们占了全球总消耗量的60%,但是我们是贫铜国,我们的铜矿品味低储量小,我们70%以上的精铜是进口的,属于高度依赖进口,比铝的依赖度要高。铜是直接涉及到我国战略安全的一种金属。智利和秘鲁是我们主要进口国。再看看交易所的情况,全球主要交易所的铜库存最近十几年整体一直下降,尤其是峰值一直降,因为实在屯不住这么多精铜了。供给端情况已经很清晰,我们再看看需求端,总结起来就是:需求长盛不衰,多点开花。第一:是新能源的需求:包括锂电池、光伏、风电和储能系统等,这个是比较大的一个增长点,也是为什么你感觉房地产不太行之后铜价依旧会比较坚挺的一个原因。第二:亚非拉美主要是印度的工业化,这个类似于我们加入世贸后的情况。没有那么夸张,但是消耗量也非常惊人。新冠疫情过后的2021-24财年期间,平均年度铜需求增长21%,去年达到了170万吨,已经很接近全球消耗的十分之一,后面大概率还会增加,这只是印度一个国家。印度就是过去的我们,他们不用超过我们,只需要一直靠近就很厉害了。其他还有巴西、埃及、卢旺达、土耳其、伊拉克这些正在迅速发展的经济体。第三:美国和欧洲的制造业回归,包括欧洲的军备竞赛,对铜的消耗是非常巨大的。大多数炮弹和导弹都会用到铜壳,电子设备更是必须用到。2024年全球军工领域对铜的消费量为167万吨左右,约占全球铜消费量的6.6%。这个大家自行下来了解一下,这些需求都是非常大的接下来还有两个因素要分析:货币端:和黄金一直涨价的逻辑一样,就是过去长期全球大放水,尤其是美元。这导致货币购买力贬值,相对应的一些大宗原材料就一路涨价,尤其是具有稀缺性的铜和黄金等。大环境:全球局势动荡,会导致很多地方生产和运输受阻,导致原材料价格尤其是本身就稀缺的矿产价格涨价。比如大家知道最近刚果局势不太好,正在打仗,主要产于刚果地区的钴矿价格就水涨船高,相关上市企业的股价一路上涨。上述种种因素,导致了铜价在未来居高不下,而且长期呈螺旋上涨趋势。那么了解了这个趋势,普通人怎么参与呢,你去开矿山肯定不现实哈。但是对于普通人而言,直接投资铜现货和期货性价比都不高,技术要求比较高,而且期货这玩意风险非常大,不建议普通人玩。投铜矿股是一种更优的选择。选铜矿股的,第一标准就是产能、储量和成本,这三个决定了这家企业在铜这个行业里的地方和长期性。按照这个标标准,国内第一档的,能排进全球前列的,只有一家,那就是紫金矿业,业界又称为 矿茅。紫金矿业不仅是矿多、产能大、成本低,而是是技术水平相当领先,盈利能力相当优秀。最关键的是,紫金矿业还是中国第一大金矿企业,跟DEBUFF一样。是铜股里确定性最强,胜率最高的。紫金矿业当然没有以前便宜了,但依旧是比较划算的估值。其他的铜企都是二三梯队,他们的优势主要是增长空间大,弹性好,比如洛阳钼业和金诚信,属于赔率高胜率低。如果说要在确定趋势的前提下去,搏高收益,这些个股可能比紫金要强。除了紫金之外这些个股就需要具体问题具体分析了,搞高赔率的可以深度研究下,比如金诚信和云南铜业这种。我想我已经把铜的逻辑说的很清楚了,但是也很欢迎大家指正和批评
Candy Store ValuesVampiric Frenzy Event Ghoulish Gold Orb Value Blade ReleaseOperation Omega Event Leaderboards FixedDark Future Alliance Event Month-long MilestoneDD8 Progress Captain Britain ReleaseCrucible Challenges of the WeekHurricane Helene Comp DATAMINES: Twilight VigilDATAMINES: Oath Next ToonDATAMINES: Battleworld offersDATAMINES: Darkness debuff?Check out the BEST Graphic Tees from INTOTHEAM!Get 10% off site-wide when you click the link below:http://intotheam.com/ValleyFlyin#MarvelStrikeForceValleySNAP Channel (Marvel SNAP) http://bit.ly/2oHqk8EOther Sponsors:LD Player: https://bit.ly/LDPMFRBluestacks 5: http://bit.ly/VFBlueMore ValleyFlyin:Valleyflyin Merch: http://bit.ly/VFMerchDiscord: http://bit.ly/valleyflyinTwitter: https://twitter.com/valleyflyinInstagram: https://www.instagram.com/valleyflyin/Facebook: https://www.facebook.com/Valleyflyin/Twitch: http://bit.ly/vftwitchPatreon: http://bit.ly/VFPatreonSupport the show
In this episode Zackavelli talks about reusing game environments and plays buff debuff. Skip to Body of Episode: 5:29 Try the demo for my game Mirror Throne: store.steampowered.com/app/2520490/M…Auto_Battler/ Become a Patron: www.patreon.com/GDFG Join the discord and talk with the community about making video games! Link: discord.gg/2C8eTsU Follow Zackavelli on Twitter @_Zackavelli_ Twitch: www.twitch.tv/zackavelli_ Intro music by: Avaren Outro remix by: Mugamoomoo
BAMM! Dein Charakter bekommt einen permanenten Nachteil. Und jetzt? Cool? Uncool? Patrick, Dominik und Matthias quatschen in dieser Folge darüber, wie negative Veränderungen mechanisch und rollenspieltechnisch Spaß machen können. Und: Was ihr als Spielleitung dabei unbedingt beachten solltet. Ob Hand ab durch Lichtschwert, Gesicht geschmolzen, verflucht oder schlechter Ruf, die drei beleuchten verschiedene Aspekte und teilen ihre Erfahrungen mit euch. Viel Spaß beim Hören!
Es ist Samstag & somit Zeit für die neuste Folge Hōkago! In dieser Episode geht es um ‚Shangri La Frontier‘ einem Anime der hauptsächlich in dem gleichnamigen Full-Dive-MMO spielt. Der Hauptcharakter Hizutome ist begnadeter Gamer. Normale Spiele interessieren ihn aber wenig, da sie meist uninteressant und zu einfach sind. Er hat es sich zur Aufgabe gemacht sogenannte Trash-Games zu meistern. Diese sind nicht nur richtig schlecht, sondern meist auch unfair und voller ungewollter Spielmechaniken. Eines Tages entscheidet er sich dazu das neue Spiel ‚Shangri La Frontier‘ auszuprobieren und wird sofort süchtig. Nicht nur das: er erlebt schnell ein einschneidendes Event bei dem er einen der sieben Worldbosse trifft. Dieser versetzt ihn direkt einen besonderen Debuff. Wenig später startet er als erster Spieler, unter 40 Millionen, ein einzigartiges Event und wird zum ersten Mal in dieser Welt bekannt. Wir begleiten ihn auf einer ganz besonderen Reise, die ihr Finale in Staffel 1 mit einem Kampf gegen Wezayemon, oder wie Manuel sagt Wasabimon, endet. Was sonst noch passiert & warum das Ende von Staffel 1 sehr vielversprechend ist, erfährt ihr in dieser Folge!
Es ist Samstag & somit Zeit für die neuste Folge Hōkago! In dieser Episode geht es um ‚Shangri La Frontier‘ einem Anime der hauptsächlich in dem gleichnamigen Full-Dive-MMO spielt. Der Hauptcharakter Hizutome ist begnadeter Gamer. Normale Spiele interessieren ihn aber wenig, da sie meist uninteressant und zu einfach sind. Er hat es sich zur Aufgabe gemacht sogenannte Trash-Games zu meistern. Diese sind nicht nur richtig schlecht, sondern meist auch unfair und voller ungewollter Spielmechaniken. Eines Tages entscheidet er sich dazu das neue Spiel ‚Shangri La Frontier‘ auszuprobieren und wird sofort süchtig. Nicht nur das: er erlebt schnell ein einschneidendes Event bei dem er einen der sieben Worldbosse trifft. Dieser versetzt ihn direkt einen besonderen Debuff. Wenig später startet er als erster Spieler, unter 40 Millionen, ein einzigartiges Event und wird zum ersten Mal in dieser Welt bekannt. Wir begleiten ihn auf einer ganz besonderen Reise, die ihr Finale in Staffel 1 mit einem Kampf gegen Wezayemon, oder wie Manuel sagt Wasabimon, endet. Was sonst noch passiert & warum das Ende von Staffel 1 sehr vielversprechend ist, erfährt ihr in dieser Folge!
The new year begins with another Mega Man game! Also, chili with chocolate, Cheetos with ham, and excitement over a Pocket Circuit simulator standalone game even though it doesn't actually exist. Send us mail! theretrobreakdown@gmail.com TW's Discord: https://discord.gg/dTrBruG Podcast games streamed live at: twitch.tv/timewanderer TW on YouTube: https://www.youtube.com/timewanderer --- Support this podcast: https://podcasters.spotify.com/pod/show/retrobreakdown/support
Robbie DeBuff and Malik M.L. Williams, Project Coordinators at Workforce Connections, discuss their journey into workforce development. They highlight the new Industry Sector Partnerships in Southern Nevada and the upcoming job fairs designed around them. Employ NV Business Hub:https://employnvbusinesshub.org/
This week we finish discussing how various features in a game system can be used to simulate horror by debuffing PC's in an adventure.
How to use the game system to simulate horror by debuffing the pc's pt 1
Jim is joined by Charlene and Sam (strilling) to discuss the pure bliss of watching competitive Dota, a great Theme Thursday series, Marci, Earthshaker, The International 11 at length (had one day of play remaining from 1st weekend at time of recording), Sam's foresight re: Yatoro curse, and sully every hero's name.
Guest host Robbie DeBuff, Project Coordinator at Workforce Connections welcomes Forrest Lewis, Director of the North Las Vegas Library District. They discuss the partnership between both agencies and the positive impact for jobseekers and businesses through increased access to American Job Centers in North Las Vegas. North Las Vegas Library:http://www.cityofnorthlasvegas.com/departments/library/index.phpSmall Business Connector:http://www.cityofnorthlasvegas.com/departments/city_manager/nlv_small_business_connector.php
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--DiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Capcom, Pokemon Legends: Arceus, Street Fighter 6, Uncharted: The Movie and a whole lot more!--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Halo Infinite, The Game Awards, DHL and a whole lot more!--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Halo Infinite, file MGMT, WinRAR and a whole lot more!--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Solar Sands, Forza Horizon 5, Disney+ Day and a whole lot more!--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about YouTube, PS5 Heat Sink, Rhythm Bot and a whole lot more!--WebsiteDiscordInstagramYouTube
JOIN THE DISCORD!--LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Roblox, Returnal, Stardew Valley, Mario Golf, Discord and a whole lot more!--WebsiteDiscordInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about McDonald's, Discord Scams, Easy mode on video games and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Steve's new PS5, Zelda: Skyward Sword HD, Sean's engagement and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Mason's new truck, Koenigsegg, Final Fantasy XIV and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Forza Horizon 4, our own YouTube Poop, Zola (the film) and a whole lot more!--Links from discussionOur First YTP Kleric | Impossible Chest Kleric | Master Sword with 3 Hearts'Nice Driving' CompilationSuper GT (Gran Turismo)SONY Article--WebsiteInstagramYouTube
This week on Episode 514 of Priority One: LeVar Burton shares some personal insight in a New York Times interview, there's a shakeup happening at ViacomCBS, Galaxy Quest might happen as a TV Series; in gaming, Star Trek Online's summer event gears up! This week's Community Question is: CQ: What do you think about using promo item sales to moderate Star Trek Online's dilithium economy? Let us know on social media like Facebook, Twitter, or by visiting our website! TREK IT OUT Edited by Thomas Reynolds LeVar Burton's A Sign Of The Times By Elio Lleo Several Star Trek alumni have gone on to lead remarkable careers, but one in particular has been such a cultural icon, he is affectionately known as one of the Four Horsemen of Wholesomeness. Like Bob Ross, Steve Irwin, and Fred Rogers, LeVar Burton is an institution not just to his Star Trek fans but to children. In a recent interview with The New York Times's David Marchese, LeVar opens up about his career and his latest adventure as the guest host of Jeopardy!. To whom it may concern: you're welcome. Image: Los Angeles Magazine. The interview is very personal and Marchese asks thought-provoking questions. When Burton was asked why he wants the Jeopardy! gig, Burton replied: Look, I have had a career for the [expletive] ages. “Roots,” “Star Trek,” “Reading Rainbow.” Won a Grammy. Got a shelf full of Emmys. I'm a storyteller, and game shows are tremendous stories. There's a contest, there's comedy, there's drama. If you don't know your [expletive] on “Jeopardy!” you're sunk in full view of the entire nation. The stakes are high. I love that. And Geordi will be disappointed in you. Do you want that? Do you? Image: Slashfilm. Burton goes on to discuss the balance between his celebrity and private personas and how he best engages with his fans---both in person and online. He also goes on to discuss how he approaches opportunities that might have come, or others that he might have missed. Comcast Joins The Stream Team By Cat Hough In case anyone out there was not aware, the Streaming Wars have begun. Now, Comcast is joining the battle. It has been said by “sources” that Comcast CEO, Brian Roberts, has been wrestling with whether to build or buy to become a streaming powerhouse. He's considering a move similar to how ViacomCBS, Disney and Amazon, have struck mergers meant to supercharge their streaming efforts. Mr. Roberts, known as an aggressive deal maker in his two decades leading Comcast, has told people close to him that he doesn't feel a need to seek a merger. But he is scoping out options, and ideas on the table include a potential tie-up with ViacomCBS Inc. or an acquisition of Roku Inc. Now every network and content provider wants to be a streaming powerhouse, and in an effort to better prioritize streaming, executive teams continue to be reshuffled---including the team at ViacomCBS. Another restructure within the company was announced this week that included several promotions. The new exec team will focus on content groups rather than specific network oversight, with each newly promoted executive having greenlight power in order to keep supplying programming to Paramount+. The reorg will see ViacomCBS shift from a legacy model where networks had dedicated executives in favor of a structure that puts executives in charge of specific genres across the company. This move is fairly significant for ViacomCBS, since none of the four legacy media companies have similar exec structures. Fair Use, Or Not So Fair? By Cat Hough There are some new and interesting limitations in place if you want to claim Fair Use as a defense to copyright infringement claims. This week, the Supreme Court refused to review a 9th Circuit's December decision that author David Jerrold and ComicMix LLC's were liable for copyright infringement because their mashup of Star Trek elements with Dr. Seuss's Oh, the Places You'll Go! did not make fair use of Seuss's work. The issue in this case came down to whether the new version transformed the original version enough to be considered fair use, and the court says no, it did not. Now, a brief lesson in copyright law: if you are a holder of a copyrighted work, you are entitled to protect your work from other people from using it. If someone wants to use your work, then they need to ask permission, which is known as getting a license. However there are situations in which someone does not have to get permission to use someone else's work, like news reporting or teaching. There are other ways, too - but those are just an example. The thing with fair use is that it is a defense to copyright infringement, so you actually have to get sued first in order to prove that you are not guilty of infringement. If you use fair use as a defense, you are basically saying, “yes, I used your protected work, but my use is an exception to the normal rules.” Image: Brendan McDermid, via Reuters. Oh, The Cases You'll Go (To Court For) In this case, Mr. Jerrold and the publisher, ComicMix LLC took Dr. Suess's book, Oh, the Places You'll Go! and published a version based on Star Trek. Now it's very clear that the underlying work is Dr. Suess's book, but the 9th Circuit went through an entire analysis of each element of a fair use defense - which we won't go into here, but eventually they found that the mashup was copyright infringement because the publisher and author did not give any new context to the original work or the work was not transformative enough. If you're interested in other case law about fair use, the essential case to read is the “Oh, Pretty Woman” case brought against 2 Live Crew by the publishers of the Roy Orbison/William Dees song [actual citation: LUTHER R. CAMPBELL aka LUKE SKYYWALKER, et al., PETITIONERS v. ACUFF ROSE MUSIC, INC---Ed.]. But Don't Take Our Word For It Priority One's legal analysis, as always, is good for educational and entertainment purposes only---for actual legal advice, consult a practitioner licensed in your jurisdiction, and pay for your own content. And if you are planning on using other people's work in your own creative way, it's best to err on the side of caution and get a license. Even if some guy on the internet told you it's fair use. Yeah, he seems trustworthy. Image: ViacomCBS, via HeroCollector. Quick News Roundup Here are a few headlines that we didn't discuss but might interest you. If you need a chuckle, Facebook user “Spock Pointy-ears Vulcan” created a video montage of the famous Picard Maneuver (you know, the one where SirPatStew tugs on his uniform). In this interpretation though, each time he does it, his com-badge pops off. Captain Pew-card, if you will. One of Star Trek's greatest films might be getting a made-for-television adaptation! Well, OK---it's not Star Trek, it's one of Trek's greatest love letters: Galaxy Quest. In an interview with The Times, Georgia Pritchett let slip that she and Simon Pegg are working on a new Galaxy Quest project. Unfortunately, there are no more details to share. Noah Averbach-Katz (Discovery's Andorian Ryn and Mary Wiseman's husband) is raising funds in support of the non-profit organization T1International, and their mission to make insulin freely available to all who need it. Visit his website to find special #Insulin4All Starfleet combadges and signed photos for sale and help support this important cause. Image: Noah Averbach-Katz. STAR TREK GAMING NEWS Edited by Thomas Reynolds A Top-Tier Luxury Cruiser By Cat Hough Last week, Star Trek Online announced this year's Summer Event ship will be the T6 Risian Luxury Cruiser. We now have more information about this upgraded version of the ship. First, this ship features a Lieutenant Commander Universal/Temporal Operative Bridge Officer Seat, and is also equipped with Solar Sails, which allow its Quantum Slipstream Drive to travel at increased speeds for twice as long as normal. Image: Cryptic Studios. Also, the Risian Luxury Cruiser can be equipped with a Soliton Wave Generator console. This allows the ship to generate a powerful, but stable, Soliton wave that will draw nearby enemy ships toward the Cruiser and deal minor radiation damage. During this time, the Soliton Wave Generator is building up a powerful charge that is released after a short time and will damage nearby foes---plus briefly knock their engines offline. This console also provides a passive increase to Current and Max Shield Subsystem Power, and Reduced Recharge Times for Temporal Operative Bridge Officer Abilities. Image: Cryptic Studios. As befitting a T6 ship, the Luxury Cruiser also has the Leisurely Pace Starship Mastery Trait. While at or below 25% Throttle, Exotic Particle Generators and Control Expertise get a stacking bonus once every 5 seconds (4 stacks max). Once you have at least one stack, activating any Control Bridge Officer Ability will cause up to 5 foes within 5km to suffer a Debuff to their Flight Speed and All Outgoing Damage for 5 seconds. The severity of this debuff is increased by additional stacks of this trait's buff, gained by remaining at Low Throttle. This effect may only be triggered once per 5 seconds. D.R.E.A.M. (Dilithium Rules Everything Around Me) By Thomas Reynolds A key part of humanity's future in Star Trek is the end of the scarcity-based economy. Money is nothing and chips are free (on Earth, at least). So to be honest, when we start talking about manipulating currency economies in STO, it feels just a bit weird. On June 25th, the official STO Twitter account acknowledged that the Dilithium Exchange was apparently not showing offers anymore. But rather than a display bug, there was simply no offers to show: “any offer to buy Dilithium is *instantly* filled, leaving nothing to display.” https://twitter.com/trekonlinegame/status/1408497068742561794?s=20 Cryptic's solution to balance the economy? Sell more stuff, of course! To sink a lot of dilithium out of the game---fast---Cryptic is temporarily adding ten previously promo-only Vanity Shields to the Dilithium Store. That sweet Section 31 aesthetic you've craved for so long? Just drop 280,000 dilithium between now and July 8th, and it can be yours. SHUT UP AND TAKE MY CRYSTALS. Image: Cryptic Studios. Cryptic's goal is to rebalance the economy without raising the dilithium cap, which it reportedly has no plans to do so. On the one hand, that makes this special shield offer feel somewhat like a stopgap measure. Then again, it also makes promo items accessible to players without sacrificing on the altar of RNGesus: something we strongly support. That brings us to our community question this week: CQ: What do you think about using promo item sales to moderate Star Trek Online's dilithium economy? Magic: Legends Exits Play By Thomas Reynolds For years the STO community voiced concerns that Magic: Legends was drawing development resources away from our own big-name licensed MMO. That turns out not to be the case. On June 29th, former STO EP Steve Ricossa announced that Magic: Legends will be shutting down on October 31st. This might not be a surprise given Legends' troubled development history, rough open beta launch, monetization controversies, and recent lack of player engagement. Still, going from beta launch to shutdown in only seven months is a grim trajectory–especially for those who put so much effort into it. With Legends headed off into the serene sunset, Cryptic simultaneously laid off about 40 people associated with the project effective immediately. Ricossa promises that Cryptic “learned several valuable lessons along the way, and...will use them to improve Cryptic's future development efforts,” but it'll be with fewer faces around. Image: Cryptic Studios.
This week on Episode 514 of Priority One: LeVar Burton shares some personal insight in a New York Times interview, there's a shakeup happening at ViacomCBS, Galaxy Quest might happen as a TV Series; in gaming, Star Trek Online's summer event gears up! This week's Community Question is: CQ: What do you think about using promo item sales to moderate Star Trek Online's dilithium economy? Let us know on social media like Facebook, Twitter, or by visiting our website! TREK IT OUT Edited by Thomas Reynolds LeVar Burton's A Sign Of The Times By Elio Lleo Several Star Trek alumni have gone on to lead remarkable careers, but one in particular has been such a cultural icon, he is affectionately known as one of the Four Horsemen of Wholesomeness. Like Bob Ross, Steve Irwin, and Fred Rogers, LeVar Burton is an institution not just to his Star Trek fans but to children. In a recent interview with The New York Times's David Marchese, LeVar opens up about his career and his latest adventure as the guest host of Jeopardy!. To whom it may concern: you're welcome. Image: Los Angeles Magazine. The interview is very personal and Marchese asks thought-provoking questions. When Burton was asked why he wants the Jeopardy! gig, Burton replied: Look, I have had a career for the [expletive] ages. “Roots,” “Star Trek,” “Reading Rainbow.” Won a Grammy. Got a shelf full of Emmys. I'm a storyteller, and game shows are tremendous stories. There's a contest, there's comedy, there's drama. If you don't know your [expletive] on “Jeopardy!” you're sunk in full view of the entire nation. The stakes are high. I love that. And Geordi will be disappointed in you. Do you want that? Do you? Image: Slashfilm. Burton goes on to discuss the balance between his celebrity and private personas and how he best engages with his fans---both in person and online. He also goes on to discuss how he approaches opportunities that might have come, or others that he might have missed. Comcast Joins The Stream Team By Cat Hough In case anyone out there was not aware, the Streaming Wars have begun. Now, Comcast is joining the battle. It has been said by “sources” that Comcast CEO, Brian Roberts, has been wrestling with whether to build or buy to become a streaming powerhouse. He's considering a move similar to how ViacomCBS, Disney and Amazon, have struck mergers meant to supercharge their streaming efforts. Mr. Roberts, known as an aggressive deal maker in his two decades leading Comcast, has told people close to him that he doesn't feel a need to seek a merger. But he is scoping out options, and ideas on the table include a potential tie-up with ViacomCBS Inc. or an acquisition of Roku Inc. Now every network and content provider wants to be a streaming powerhouse, and in an effort to better prioritize streaming, executive teams continue to be reshuffled---including the team at ViacomCBS. Another restructure within the company was announced this week that included several promotions. The new exec team will focus on content groups rather than specific network oversight, with each newly promoted executive having greenlight power in order to keep supplying programming to Paramount+. The reorg will see ViacomCBS shift from a legacy model where networks had dedicated executives in favor of a structure that puts executives in charge of specific genres across the company. This move is fairly significant for ViacomCBS, since none of the four legacy media companies have similar exec structures. Fair Use, Or Not So Fair? By Cat Hough There are some new and interesting limitations in place if you want to claim Fair Use as a defense to copyright infringement claims. This week, the Supreme Court refused to review a 9th Circuit's December decision that author David Jerrold and ComicMix LLC's were liable for copyright infringement because their mashup of Star Trek elements with Dr. Seuss's Oh, the Places You'll Go! did not make fair use of Seuss's work. The issue in this case came down to whether the new version transformed the original version enough to be considered fair use, and the court says no, it did not. Now, a brief lesson in copyright law: if you are a holder of a copyrighted work, you are entitled to protect your work from other people from using it. If someone wants to use your work, then they need to ask permission, which is known as getting a license. However there are situations in which someone does not have to get permission to use someone else's work, like news reporting or teaching. There are other ways, too - but those are just an example. The thing with fair use is that it is a defense to copyright infringement, so you actually have to get sued first in order to prove that you are not guilty of infringement. If you use fair use as a defense, you are basically saying, “yes, I used your protected work, but my use is an exception to the normal rules.” Image: Brendan McDermid, via Reuters. Oh, The Cases You'll Go (To Court For) In this case, Mr. Jerrold and the publisher, ComicMix LLC took Dr. Suess's book, Oh, the Places You'll Go! and published a version based on Star Trek. Now it's very clear that the underlying work is Dr. Suess's book, but the 9th Circuit went through an entire analysis of each element of a fair use defense - which we won't go into here, but eventually they found that the mashup was copyright infringement because the publisher and author did not give any new context to the original work or the work was not transformative enough. If you're interested in other case law about fair use, the essential case to read is the “Oh, Pretty Woman” case brought against 2 Live Crew by the publishers of the Roy Orbison/William Dees song [actual citation: LUTHER R. CAMPBELL aka LUKE SKYYWALKER, et al., PETITIONERS v. ACUFF ROSE MUSIC, INC---Ed.]. But Don't Take Our Word For It Priority One's legal analysis, as always, is good for educational and entertainment purposes only---for actual legal advice, consult a practitioner licensed in your jurisdiction, and pay for your own content. And if you are planning on using other people's work in your own creative way, it's best to err on the side of caution and get a license. Even if some guy on the internet told you it's fair use. Yeah, he seems trustworthy. Image: ViacomCBS, via HeroCollector. Quick News Roundup Here are a few headlines that we didn't discuss but might interest you. If you need a chuckle, Facebook user “Spock Pointy-ears Vulcan” created a video montage of the famous Picard Maneuver (you know, the one where SirPatStew tugs on his uniform). In this interpretation though, each time he does it, his com-badge pops off. Captain Pew-card, if you will. One of Star Trek's greatest films might be getting a made-for-television adaptation! Well, OK---it's not Star Trek, it's one of Trek's greatest love letters: Galaxy Quest. In an interview with The Times, Georgia Pritchett let slip that she and Simon Pegg are working on a new Galaxy Quest project. Unfortunately, there are no more details to share. Noah Averbach-Katz (Discovery's Andorian Ryn and Mary Wiseman's husband) is raising funds in support of the non-profit organization T1International, and their mission to make insulin freely available to all who need it. Visit his website to find special #Insulin4All Starfleet combadges and signed photos for sale and help support this important cause. Image: Noah Averbach-Katz. STAR TREK GAMING NEWS Edited by Thomas Reynolds A Top-Tier Luxury Cruiser By Cat Hough Last week, Star Trek Online announced this year's Summer Event ship will be the T6 Risian Luxury Cruiser. We now have more information about this upgraded version of the ship. First, this ship features a Lieutenant Commander Universal/Temporal Operative Bridge Officer Seat, and is also equipped with Solar Sails, which allow its Quantum Slipstream Drive to travel at increased speeds for twice as long as normal. Image: Cryptic Studios. Also, the Risian Luxury Cruiser can be equipped with a Soliton Wave Generator console. This allows the ship to generate a powerful, but stable, Soliton wave that will draw nearby enemy ships toward the Cruiser and deal minor radiation damage. During this time, the Soliton Wave Generator is building up a powerful charge that is released after a short time and will damage nearby foes---plus briefly knock their engines offline. This console also provides a passive increase to Current and Max Shield Subsystem Power, and Reduced Recharge Times for Temporal Operative Bridge Officer Abilities. Image: Cryptic Studios. As befitting a T6 ship, the Luxury Cruiser also has the Leisurely Pace Starship Mastery Trait. While at or below 25% Throttle, Exotic Particle Generators and Control Expertise get a stacking bonus once every 5 seconds (4 stacks max). Once you have at least one stack, activating any Control Bridge Officer Ability will cause up to 5 foes within 5km to suffer a Debuff to their Flight Speed and All Outgoing Damage for 5 seconds. The severity of this debuff is increased by additional stacks of this trait's buff, gained by remaining at Low Throttle. This effect may only be triggered once per 5 seconds. D.R.E.A.M. (Dilithium Rules Everything Around Me) By Thomas Reynolds A key part of humanity's future in Star Trek is the end of the scarcity-based economy. Money is nothing and chips are free (on Earth, at least). So to be honest, when we start talking about manipulating currency economies in STO, it feels just a bit weird. On June 25th, the official STO Twitter account acknowledged that the Dilithium Exchange was apparently not showing offers anymore. But rather than a display bug, there was simply no offers to show: “any offer to buy Dilithium is *instantly* filled, leaving nothing to display.” https://twitter.com/trekonlinegame/status/1408497068742561794?s=20 Cryptic's solution to balance the economy? Sell more stuff, of course! To sink a lot of dilithium out of the game---fast---Cryptic is temporarily adding ten previously promo-only Vanity Shields to the Dilithium Store. That sweet Section 31 aesthetic you've craved for so long? Just drop 280,000 dilithium between now and July 8th, and it can be yours. SHUT UP AND TAKE MY CRYSTALS. Image: Cryptic Studios. Cryptic's goal is to rebalance the economy without raising the dilithium cap, which it reportedly has no plans to do so. On the one hand, that makes this special shield offer feel somewhat like a stopgap measure. Then again, it also makes promo items accessible to players without sacrificing on the altar of RNGesus: something we strongly support. That brings us to our community question this week: CQ: What do you think about using promo item sales to moderate Star Trek Online's dilithium economy? Magic: Legends Exits Play By Thomas Reynolds For years the STO community voiced concerns that Magic: Legends was drawing development resources away from our own big-name licensed MMO. That turns out not to be the case. On June 29th, former STO EP Steve Ricossa announced that Magic: Legends will be shutting down on October 31st. This might not be a surprise given Legends' troubled development history, rough open beta launch, monetization controversies, and recent lack of player engagement. Still, going from beta launch to shutdown in only seven months is a grim trajectory–especially for those who put so much effort into it. With Legends headed off into the serene sunset, Cryptic simultaneously laid off about 40 people associated with the project effective immediately. Ricossa promises that Cryptic “learned several valuable lessons along the way, and...will use them to improve Cryptic's future development efforts,” but it'll be with fewer faces around. Image: Cryptic Studios.
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about Nintendo Direct E3, Bo Burnham: Inside, PS5 Shortages, Gamer Burnout, Choice Paralysis, PALWORLD, Palia, Terra Nil and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today's episode, we talk about streaming services that end with "+", the Ford F-150 Lightning, Horizon Forbidden West, Loki, The Last of Us and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today’s episode, we talk about Modern Vintage Gamer, the Netflix budget, Austin Evans, The Retro Future, Boomers and a whole lot more!--Links from discussionModern Vintage Gamer (DRM)--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today’s episode, we talk about the gas shortage, Kurtis Conner, Baldur's Gate, Callouts, Seth Everman, Mark Tilbury, Nintendo and a whole lot more!--ReviewbrahKURTIS CONNERQUESOGAME BUILDER GARAGEDARK ALLIANCEATV OFFROAD FURYPUNK ROCK MBAWARZONE - CODCHILLSSETH EVERMANMARK TILBURY--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today’s episode, we talk about the Gameboy Color, Little Ballers Brushing their Teeth, Primitive Technology rip-offs, New Pokemon Snap, Limmy, Fox Cubs, Reddit and a whole lot more!--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today’s episode, we talk about video game map sizes, allergies, Super Mario speedruns, Pokemon, Modern Vintage Gamer, Shantae and a whole lot more!--Links from discussionNICK DIRAMIO: PUREFLIXMAP SizesSUPER MARIO SPEEDRUN WRSPACESHIP SIZESPOKEMONMVGVSauce song--WebsiteInstagramYouTube
LISTENER! There is a video version of THIS podcast!Go watch it here: YouTube--On today’s episode, we talk about Godzilla vs. King Kong, Pixar, Dreamworks, Shrek, Balan's Wonderworld, Bill Wurtz, Morrowind, Modern Vintage Gamer and a whole lot more!--Links from discussionBill WurtzBalan's Wonderworld (Dunkey)Morrowind (MVG)Colonel!--WebsiteInstagramYouTube
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