RE:RE:RE:RE:Should Institutional Investors Jump Back Into Oil & Gas PrivPoland said they are using coal to avoid russian oil imports. I suspect they will not be alone.
quote=Oldnagger]
alvarez2 wrote: Oldnagger wrote: If we look at the Clean energy indices, both have been going down on a clear trend line since Jan 1 2021. See chart 2 here and while you are there look around ,itis full of interesting info
220228-Energy-Charts.pdf (arcenergyinstitute.com)
It's the metal producers that supply copper, nickel etc is long term investment imo. I wouldn't at all be surprised to see a correction in them either but 5 yrs out, companies like IVN will be trading at much higher valuations than where they are today.
I never feel too comfortable in investing outside my now rather limited sphere of familiarity, yet if I did, I would seriously be asking myself should I be investing in Coal ? I know this would be very unpopular, yet we need to ask ouselves some very serious questions. The first is whether renewables can succeed in a world where coal holds all the cost, reliability ,storage and transportation advantages . Second can renewables go very far ,if they bang up against the pin of metals and strategic metals availability. Third why do the politicians go overboard to restrict oil and gas movements but not Coal movements. One would have thought the very first movement of our government would have been to shut the coal export terminal in BC.
I know that this may not be the time nor place to open discussions on the subject, but I feel as investors it is nevertheless worthy of our opinions. Looking forward to hearing your thoughts !![/quote]