AZJ 1.66% $3.68 aurizon holdings limited

Ann: Agreement for acquisition of One Rail Australia, page-67

  1. 275 Posts.
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    @madamswer have you read the IEA document "Net Zero by 2050 - A Roadmap for the Global Energy Sector".

    https://iea.blob.core.windows.net/assets/deebef5d-0c34-4539-9d0c-10b13d840027/NetZeroby2050-ARoadmapfortheGlobalEnergySector_CORR.pdf

    Couple extracts from below.
    https://hotcopper.com.au/data/attachments/3727/3727453-f695db86c48ad28bd6547f7f5c72b94b.jpg

    https://hotcopper.com.au/data/attachments/3727/3727497-f4073787de466453d35eb4a90431a073.jpg

    How's it's presented is a roadmap towards Net Zero, rather than what's actually projected to occur.

    It's interesting that they mention coal prices will decrease in future, however the IEA admits there's a high degree of uncertainty with regards to future energy prices.

    They've also suggesting no new coal mines are approved. If there's less supply, surely that could cause coal prices to increase?

    Would like to hear your thoughts on this.


 
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