Have refurbished my website.
Have been following a reddit user making a convincing long-term case for thermal coal as a potent investment opportunity (3-5 year horizon), as well as copper in advance of inevitable copper shortages, as lithium supply is greatly increasing while copper is not. Today read a comment or linked page that made the argument that ESG works against creating a stable environment and political support for oil companies to invest in wells and supply versus share buybacks or dividends to shareholders.
https://traderferg.substack.com/p/coal-the-beneficiary-of-dumb-energy
Considering this writer references Simon Michaux (author of several extremely well-sourced papers that indicate that there's not even remotely enough green minerals to electrify Europe, let alone transition to green everything), I'm inclined to believe them.
https://www.thegreatsimplification.com/episode/19-simon-michaux
https://www.simonmichaux.com/copy-of-gtk-reports
https://www.iea.org/reports/the-future-of-cooling
https://infrastructurereportcard.org/cat-item/energy-infrastructure/
Also the Low Tech Magazine is now entirely solar powered which is super cool.
https://github.com/lowtechmag/solar/wiki/Solar-Web-Design
Unrelated: https://www.lowtechmagazine.com/2023/02/can-we-make-bicycles-sustainable-again.html
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