Slightly off topic, but you watching coal 1ronnie? Coal prices at all time highs. The same ESG policies that are pushing investment towards greener technology is actually causing a short supply for coal whilst coal demand is continuing to increase, particularly in south east asia.
Could this supply/demand shift happen for oil too? We already note Biden is pushing OPEC for more production. Even with the EV shift likely to occur in the next few years, transportation only accounts for 1/5th of oil demand.
Slightly off topic, but you watching coal 1ronnie? Coal prices...
-
- There are more pages in this discussion • 12,011 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)