I think what will happen in the coming months is the woke crowd will suddenly realise that there isn't enough rare earth minerals, lithium or copper to reach renewable nirvana. There will be an epiphany "uranium" they will all shout in unison "we need uranium for state of the art nuclear power plants".
The price of oil will then go up because that will be the price to pay for stupidity and the necessary lead times as the NIMBYs haggle and bicker.
It will be an amazing day when clarity arrives and gives us all a gift for holding.
Cheers
BW
stock price target $1.97, page-233
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