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Investment implications of Climate Change

Discussion in 'Business, Investment and Economics' started by SirRumpole, Sep 17, 2019.

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  1. SirRumpole

    SirRumpole

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    How to profit from global warming, where to invest, what to avoid.
     
  2. basilio

    basilio

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    How to survive global warming perhaps ?
     
  3. SirRumpole

    SirRumpole

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    Yep, lots of survival gear around. Air conditioners, pink batts, energy efficient housing and appliances, electric cars...
     
  4. sptrawler

    sptrawler

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    Currently nickel seems to be on the charge, with World stockpile dwindling and most mines with high grade sulphate on care and maintenance, the price is rising with projected battery demand.
    This is the complete opposite to lithium, where supply has started to outstrip demand and more mines are coming on line.
     
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  5. sptrawler

    sptrawler

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    The drive toward renewable energy will see an increase in demand for network infrastructure, this is a very specialised field of expertise, so engineering companies with electrical transmission design, installation and maintenance expertise, will be very sought after. IMO
     
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  6. qldfrog

    qldfrog

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    This is the co2 fighting side, on the longer and more realistic scale, mitigation will be key
    Civil engineering and construction company, dams, sewerage,road repairs, new mining areas in polar areas, shift of agricultural production
    On the asx, mining for required elements, some oil and metal minnows with greenland exposure,
    And food production as long as not bought yet by China.
    Usually these plays fail lamely as you will be too early and the next terrorist attack,war,election results will capture the headlines and move the market accordingly
    You would be better off in my humble opinion to play on trends such as nimbler banks, technology advances,china vs usa influences etc
    But you could be right if the next election brings a government eager to try to choose winners.bradford batts anyone?:)
     
  7. SirRumpole

    SirRumpole

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    I'd say Insurance companies would be ones to avoid, as are coal miners.
     
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  8. sptrawler

    sptrawler

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    Metallurgical coal is in high demand, so one has to be a bit careful, making sweeping statements. Just my opinion.
     
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  9. SirRumpole

    SirRumpole

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  10. Smurf1976

    Smurf1976

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    Civil construction contractors would be one that benefit.

    Any new energy infrastructure will involve some sort of civil construction. Wind, solar, hydro, transmission networks, nuclear, even just replacing old coal plants with new more efficient ones. All of that requires significant civil construction work.

    Any sort of government "think big" project will also usually involve building something. A high speed rail line would be one such example as would any scheme to move bulk quantities of water from one place to another.

    Infrastructure to deal with the effects of a changing climate likewise just about all involves civil works. Eg new dams or raising existing dams are one thing that will obviously needed if projections of change are correct. Sea walls or other coastal modification is another. Roads and rail where they run close to sea level and need to be raised. Ports, bridges, sewage treatment plants and the list goes on.
     
  11. PZ99

    PZ99 ( ͡° ͜ʖ ͡°)

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    Invest in companies that sell skin lotion and sunnies :)
     
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  12. SirRumpole

    SirRumpole

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    And Akubras.
     
    Last edited: Sep 17, 2019
  13. basilio

    basilio

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    Invest in looking for new planet to move to.
    Or perhaps make a billion to New Zealand and encourage the locals to go elsewhere ?
    _______________________________
    Just a simple point here.
    If the world is going to survive as a functioning 21st Century civilisation in the next 25 years there has to be simultaneous efforts to adapt to the current effects of global heating and reduce, somehow, to zero and beyond the excess CO2 and other greenhouse gases we are pumping into the atmosphere.

    If we don't do the first society collapses now.
    If we don't also achieve the second conditions on Earth will become intolerable for human activity for many millions of years.

    Rumpy noted a story on the ABC which explored "climigration". Concerning enough but it didn't even touch what is going to happening to China or Pakistan as sea levels rise and populations are forced to move or drown
    https://www.abc.net.au/news/2019-09-16/radical-choice-to-confront-climate-change/11515456
     
  14. SirRumpole

    SirRumpole

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    Sure, and we can find businesses to invest in that will make those things happen, and withdraw investment from those that won't.
     
  15. basilio

    basilio

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    Indeed we "could" Rumpy. Could that be compared to the overall market place making wise or ethical choices when choosing whether to invest in tobacco, gambling or highly polluting (but very profitable...) ventures versus ethical, quality, life enhancing businesses?

    Or is it the absolute basic problem of the market place that money and only profit rules that needs to be addressed ?

    Anyway enough of reality.
     
  16. SirRumpole

    SirRumpole

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    No , I think that there been an increase in "ethical investment" as society becomes more "woke" , so it would seem profitable to follow the trend.
     
  17. qldfrog

    qldfrog

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    Every fashionable trend is worth following money wise, be it metoo, fake meat or veganism, just need to get out at the right time
    Especially true nowadays with social media where we have a parallel world where reality or basic sciences or facts do not matter, but the dollars you can get are not virtual
     
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  18. sptrawler

    sptrawler

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    An article showing the results of over exuberance and expectation, with demand for lithium.
    As we have said in other threads, everyone is getting a bit ahead of themselves, with renewables and demand.

    https://www.abc.net.au/news/2019-09...oubles-put-workforce-on-shaky-ground/11470252
     
  19. sptrawler

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  20. SirRumpole

    SirRumpole

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