Great writeup on this topic! Something to consider and potentially hedge against. As much as It would be a step back in terms of environmental or green energy transition investing, one has to consider the flip side to these policies which would likely create a bullish and deregulated environment for thermal coal. This is especially the case with rising energy demands, and the potential for the US to export substantial sums of Nat Gas, thus raising the price of Nat Gas and making coal more attractive.
Great writeup on this topic! Something to consider and potentially hedge against. As much as It would be a step back in terms of environmental or green energy transition investing, one has to consider the flip side to these policies which would likely create a bullish and deregulated environment for thermal coal. This is especially the case with rising energy demands, and the potential for the US to export substantial sums of Nat Gas, thus raising the price of Nat Gas and making coal more attractive.