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One ideally longs things where demand will likely increase and short things where it will decrease. Long Wind/Solar and everything around it for instance, sho
by eaenki 7y ago
One ideally longs things where demand will likely increase and short things where it will decrease.
Long Wind/Solar and everything around it for instance, short petrochemical companies
Obviously that’s public so it’s priced in so I wouldn’t expect major YoY returns. But You know, slightly beat the market returns probably.
- yodsanklai 7y ago> short petrochemical companies Is it that obvious? The harsher the world gets, the more oil we'll need to survive. I'm not sure we'll refrain from using this energy if it can provide short term relief.
- SuoDuanDao 7y agoCollectively we'll likely extract all that's available, but profit margins would naturally decrease as the more available deposits are used up. A lot of O&G companies will have existing infrastructure that will be depreciating over time, so they'll likely get very competitive over the dwindling supply of deposits. The industry will likely look quite active even after individual players are no longer particularly profitable.
- galangalalgol 7y agoHow do you long rewnewables in a post fossil fuel world? Are there computers with records of ownership? If there are, do people care?