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		<nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>018802108</cusip>
		<value>107782741</value>
		<shrsOrPrnAmt>
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			<Sole>1412803</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
		<titleOfClass>NY REGISTRY SH</titleOfClass>
		<cusip>03938L203</cusip>
		<value>23559238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>391406</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>391406</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ARIS MINING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04040Y109</cusip>
		<value>17909935</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1202125</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1202125</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>12597071</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73124</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73124</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05722G100</cusip>
		<value>11680031</value>
		<shrsOrPrnAmt>
			<sshPrnamt>210451</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>210451</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BARRICK MNG CORP</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>06849F108</cusip>
		<value>22208207</value>
		<shrsOrPrnAmt>
			<sshPrnamt>604634</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>604634</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BKV CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05603J108</cusip>
		<value>45792295</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1673695</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1673695</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BLACK HILLS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>092113109</cusip>
		<value>33876329</value>
		<shrsOrPrnAmt>
			<sshPrnamt>455327</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>455327</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BORGWARNER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>099724106</cusip>
		<value>53225908</value>
		<shrsOrPrnAmt>
			<sshPrnamt>801595</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>801595</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>68062159</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1842007</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1842007</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BUNGE GLOBAL SA</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>H11356104</cusip>
		<value>103079300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>965795</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>965795</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135U109</cusip>
		<value>120860600</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4871447</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4871447</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15189T107</cusip>
		<value>131400298</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2983658</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2983658</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTERRA GOLD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>152006102</cusip>
		<value>29675045</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1873130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1873130</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTURY ALUM CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>156431108</cusip>
		<value>31909637</value>
		<shrsOrPrnAmt>
			<sshPrnamt>693537</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>693537</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>16411R208</cusip>
		<value>90202135</value>
		<shrsOrPrnAmt>
			<sshPrnamt>377399</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>377399</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CIPHER DIGITAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>17253J106</cusip>
		<value>33601750</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1371500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1371500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>199908104</cusip>
		<value>72658287</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36660</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36660</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>47804447</value>
		<shrsOrPrnAmt>
			<sshPrnamt>459835</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>459835</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CORE NATURAL RESOURCES INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>218937100</cusip>
		<value>55010949</value>
		<shrsOrPrnAmt>
			<sshPrnamt>687465</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>687465</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CRH PLC</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G25508105</cusip>
		<value>67081189</value>
		<shrsOrPrnAmt>
			<sshPrnamt>626927</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>626927</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DARLING INGREDIENTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237266101</cusip>
		<value>164000647</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3002575</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3002575</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DENISON MINES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>248356107</cusip>
		<value>5961345</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1948152</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1948152</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>271128494</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6561677</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6561677</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DPC HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>ORDINARY SHARES</titleOfClass>
		<cusip>G2R11M108</cusip>
		<value>1226500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DT MIDSTREAM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>23345M107</cusip>
		<value>138818388</value>
		<shrsOrPrnAmt>
			<sshPrnamt>946016</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>946016</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DUPONT DE NEMOURS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>26614N201</cusip>
		<value>3846343</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28357</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28357</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EAGLEROCK LD LLC</nameOfIssuer>
		<titleOfClass>CL A SHS REP LTD</titleOfClass>
		<cusip>27005A105</cusip>
		<value>18556308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>873238</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>873238</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ECOLAB INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278865100</cusip>
		<value>32959563</value>
		<shrsOrPrnAmt>
			<sshPrnamt>118300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>118300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENERGY TRANSFER L P</nameOfIssuer>
		<titleOfClass>COM UT LTD PTN</titleOfClass>
		<cusip>29273V100</cusip>
		<value>15980496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>835800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>835800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29364G103</cusip>
		<value>205324195</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1787604</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1787604</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EQT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26884L109</cusip>
		<value>83866317</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1577324</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1577324</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>41379949</value>
		<shrsOrPrnAmt>
			<sshPrnamt>302662</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>302662</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLEX LTD</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>Y2573F102</cusip>
		<value>44666492</value>
		<shrsOrPrnAmt>
			<sshPrnamt>275600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>275600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FRANCO NEV CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>351858105</cusip>
		<value>34957889</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167712</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167712</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>35671D857</cusip>
		<value>23538847</value>
		<shrsOrPrnAmt>
			<sshPrnamt>374286</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>374286</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>8072203</value>
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			<sshPrnamt>104725</sshPrnamt>
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		<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>406216101</cusip>
		<value>90605556</value>
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			<sshPrnamt>2668794</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2668794</Sole>
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		<nameOfIssuer>HF SINCLAIR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>403949100</cusip>
		<value>35162454</value>
		<shrsOrPrnAmt>
			<sshPrnamt>504845</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>504845</Sole>
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			<None>0</None>
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		<nameOfIssuer>HUT 8 CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44812J104</cusip>
		<value>31079757</value>
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			<sshPrnamt>269217</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>269217</Sole>
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			<None>0</None>
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		<nameOfIssuer>IAMGOLD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>450913108</cusip>
		<value>47790088</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3017051</Sole>
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		<nameOfIssuer>INNIO NV</nameOfIssuer>
		<titleOfClass>ORDINARY SHARES</titleOfClass>
		<cusip>N52A8C105</cusip>
		<value>70750995</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>JAMES HARDIE INDS PLC</nameOfIssuer>
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		<cusip>G4253H101</cusip>
		<value>54036279</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LEGENCE CORP</nameOfIssuer>
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		<cusip>52476L109</cusip>
		<value>72672041</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>852658</Sole>
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		<nameOfIssuer>LIBERTY ENERGY INC</nameOfIssuer>
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		<cusip>53115L104</cusip>
		<value>4960360</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LINCOLN ELEC HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>533900106</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LITHIUM ARGENTINA AG</nameOfIssuer>
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		<cusip>H5012F103</cusip>
		<value>12736023</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MADISON AIR SOLUTIONS CORP</nameOfIssuer>
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		<cusip>55658T105</cusip>
		<value>75805392</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MASTEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576323109</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>METHANEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>59151K108</cusip>
		<value>52151946</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>NEXTPOWER INC</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>65290E101</cusip>
		<value>23197154</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NUCOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670346105</cusip>
		<value>28911391</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NVENT ELEC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6700G107</cusip>
		<value>114971665</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>OVINTIV INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69047Q102</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>PERMIAN RESOURCES CORP</nameOfIssuer>
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		<cusip>71424F105</cusip>
		<value>112527369</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
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		<nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74164F103</cusip>
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		<nameOfIssuer>QNITY ELECTRONICS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
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		<nameOfIssuer>RALLIANT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>750940108</cusip>
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		<votingAuthority>
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		<nameOfIssuer>SEADRILL LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G7997W102</cusip>
		<value>33536772</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SELECT WATER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>81617J301</cusip>
		<value>59058642</value>
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		<votingAuthority>
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		<nameOfIssuer>SENSATA TECHNOLOGIES HLDG PL</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G8060N102</cusip>
		<value>62911533</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SOLSTICE ADVANCED MATLS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>83443Q103</cusip>
		<value>80660908</value>
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		<nameOfIssuer>STANDARD LITHIUM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>853606101</cusip>
		<value>11157946</value>
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		<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867224107</cusip>
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		<nameOfIssuer>SUNOCOCORP LLC</nameOfIssuer>
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		<cusip>86765Q106</cusip>
		<value>30864287</value>
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		<nameOfIssuer>TALEN ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87422Q109</cusip>
		<value>59464235</value>
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		<nameOfIssuer>TAMBORAN RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87507T101</cusip>
		<value>9573447</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>134855114</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G87110105</cusip>
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		<nameOfIssuer>TENARIS S A</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>88031M109</cusip>
		<value>62742099</value>
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		<nameOfIssuer>TOTALENERGIES SE</nameOfIssuer>
		<titleOfClass>ACT</titleOfClass>
		<cusip>F92124100</cusip>
		<value>75531243</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>TREKOR METALS LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89472Y107</cusip>
		<value>10320000</value>
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			<sshPrnamt>1500000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1500000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISTRA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92840M102</cusip>
		<value>200736430</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1265438</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1265438</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WEATHERFORD INTL PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G48833118</cusip>
		<value>57002078</value>
		<shrsOrPrnAmt>
			<sshPrnamt>699412</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>699412</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESCO INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95082P105</cusip>
		<value>80631652</value>
		<shrsOrPrnAmt>
			<sshPrnamt>233424</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>233424</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESTLAKE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>960413102</cusip>
		<value>3901047</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53439</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53439</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
		<value>162283625</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2182992</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2182992</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>X-ENERGY INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>98386P102</cusip>
		<value>4118368</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224312</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224312</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>52595938</value>
		<shrsOrPrnAmt>
			<sshPrnamt>654993</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>654993</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
