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DmitriMA

3,972 Posts.

247

13/05/25

10:57

Post #: 79020410
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Originally posted by Anonandon: ↑

I am forming a hypothesis about future energy demands and the Australian situation. Its not a complicated one. Energy demands go up (by a lot) due to electrification of everything, combined with AI, bitcoin, robotics etc. Clean energy is wanted but lots of energy is needed. This will put pressure on nuclear as well as fossil fuels. Renewables can't meet the gap. The pressure to provide more energy will be overwhelming and will cause a complete overturning of the current way of thinking.

Apart from investing in uranium miners, where else would be good? Existing energy providers - e.g. Origin, Santos, Woodside etc? Utilities - e.g. power station operators, transmission operators etc? Or do I need to look overseas?

Any thoughts? This is a 10 year plus outlook for me.

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I wouldn't be investing in Australia at all.
Clever country? Not anymore.
Lucky country? Not anymore.

https://www.macrobusiness.com.au/2023/11/australia-transforms-from-clever-country-to-dumb-country/

In fact, the term 'lucky country' has been repurposed from its original meaning in the 1964 book of tne same name...
1 Upvote

0 Great analysis

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