The Eurasian Century

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The World's Future Energy Mix
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Cyclical Value Investing

The World's Future Energy Mix

Getting it right is the trillion dollar question

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Cyclical Value Investing
Oct 28, 2024
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The World's Future Energy Mix
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As a lot of my portfolio is in fossil fuels, and I am looking at miners, understanding the future of energy consumption is rather important.

This is a funny topic as people feel the need to adhere religiously to one camp or another:

  1. The green team, where renewables and fairy dust will power the energy grid tomorrow.

  2. The grey team, where oil and gas will…

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