Search or
𝛼SK
𝛼SKbullish
The Commodity Report #64
SUMMARY
- Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil, gas and metals. A cyclical commodity bull market.
- I'm in favor of combating man-made climate change and replacing most fossil fuels with renewables in the long term, but the way we are currently going about it is not realistic and will end badly for society and also in high commodity prices and much higher cost of living.
- Why is that the case? Everyone wants renewable energy but no one wants to invest in the raw materials needed to build the EVs, the power lines, or the battery capacity. Due to political pressure, the financial world has had to jump on the #ESG bandwagon.
Related Insights
More »Trending Collections
More »Trending Insights
More »- Gold Miners ETF (GDX US): Big Outperformance Driven by Benchmark Change; Valuation Gap Opens Up
- Quiddity Leaderboard STAR 50/100 Sep25: Final Expectations; New Pair Trades
- Sun Corp (6736) - CLBT Has Round-Tripped, But Now Better ParentCo and a Buyback so Set-Up Is Better
- China A50 ETFs Rebalance Preview: Three Changes in September
- HKBN (1310 HK): China Mobile Satisfies the Precondition
Top Unpaywalled Insights
More »- Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground
- VEON 2Q25: Solid Digital Non-Telco Products Uplift, Kyivstar Listing in Focus
- [IO Technicals 2025/32] Bullish Momentum Builds
- Grab Holdings (GRAB US) - Harvesting Sequentially
- Micro-Mechanics (Holdings) Limited - Next Generation Supplier of the Semicon Industry
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x