From Europe’s deadly heat to floods in Asia, it’s been a terrifying summer. Environment writers Jonathan Watts and Ajit Niranjan answered Reddit users’ questions about their work – and their sources of hope
Meanwhile deep value stocks with 50+ percent margins barely attract any money. Just look at mining sector - we supposedly want so called green transformation but investors behave like mining is about to get bankrupt. My question is - where are we going to get all metal needed for these turbines, panels and EV? Not to mention replacing stockpiles of ammo sent to Ukrainians. And there is electrification of large portions of Africa and Asia. Yes, still about 1 billion of people have no access to electricity and about 2 live in energy poverty. Recycling is not going to cover needs for metal.
Ask yourself are elites buying mining stocks while retails sleeps invested in overpriced AI and tech stocks? Who is going to be their exit liquidity?
Meanwhile deep value stocks with 50+ percent margins barely attract any money. Just look at mining sector - we supposedly want so called green transformation but investors behave like mining is about to get bankrupt. My question is - where are we going to get all metal needed for these turbines, panels and EV? Not to mention replacing stockpiles of ammo sent to Ukrainians. And there is electrification of large portions of Africa and Asia. Yes, still about 1 billion of people have no access to electricity and about 2 live in energy poverty. Recycling is not going to cover needs for metal.
Ask yourself are elites buying mining stocks while retails sleeps invested in overpriced AI and tech stocks? Who is going to be their exit liquidity?