Out of curiosity what are your investment themes ? there is lots...

Out of curiosity what are your investment themes ?
there is lots of many things that make money . The easiest comparisons would be coal and oil but we are walking away from those ( never in human history have we walked away from an energy source. We still use fire ) whilst oil will still have a place at an infinitely smaller scale . Renewables and renewable storage is it . Imo For grid transport and pretty much everything you touch lithium will be involved.

i have just started topping up on lithium again because of the information available from the article you posted has been common knowledge for ages Thus the pull back .I have also piled back into sands . Yes there is some scare articles out of over supply of panels but imo it's much the same as lithium. Ree also is having a bit of fun

geo politically if you don't have independent energy security Imo you are fkd
oh and global warming. Pretty sure the science is no longer out