Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
This week, BP’s Energy Outlook documented the bad news for the transition to renewable fuels. It will take much longer than anticipated. Demand will continue to grow for fossil fuels as clean power substitution faces delayed adoption. This is good news not only for our portfolio of oil and gas stocks but also for our mining investments. The inevitable, vast increase in demand for lithium, cobalt and nickel required by clean energy technologies, as well as economic growth prospects, will overwhelmingly benefit the major, publicly traded major miners: Rio Tinto (RIO), Vale (VALE) and BHP (BHP).
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