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Ludwig_Von_Mises

Coal is Non Consensus, Contrarian

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Indeks Batu Bara Dow Jones A.S (DJ:DJUSCL)  
Ludwig_Von_Mises  
DJ:DJUSCL   Indeks Batu Bara Dow Jones A.S
Fractal Economic Cycles Beyond Technical Analysis inflation Commodities globalgrowth interestrates federalreserve Energy Commodities greennewdeal electricvehicles carbon
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fractal economiccycle beyondta inflation commodities globalgrowth interestrates federalreserve energy greennewdeal electricvehicles carbon
Contrary to opinion of virtue signalers, lots of coal is required for the production of electricity, solar panels, and electric vehicles. Coal didn't go away, we just outsourced it to China, which consumes 50% of the world's coal.

This is just a simple mean-reversion play. It's one of the few commodities still near their 2020 crash lows and has healthy upside in this global macro Quad 2 (global growth and inflation accelerating simultaneously).

Ways to express this trade via equities include HCC BTU ARLP NRP ARCH HRNG SXC METC CEIX

Not investment advice. DYODD.
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