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ducati
Your stated answers are typically obscure and poorly thought.
Let's just take your points about oil, and the "car" as an example.
You see a "short term" opportunity for oil due to rising prices emanating from peak oil. The bell curve on peak oil gives us many years leeway before severe impacts arise, so you may need to define what you mean by short term.
Your comment on the electric car is valid to the extent that it is possible to replace the present ICA (internal combustion automobile) with EV s(electric vehicles).
So let's do some quick sums, using only the USA as a basis. Present new car sales over 7 million units pa. EV uses at least twice average amount of copper wire as conventional ICA which averages 25 kilos per unit - therefore EV would average at least 50 kilos per unit. So if all new vehicles sold in USA were replaced by EVs an additional (mimimum) 175 million tonnes of copper would be needed.
However, that equation relates only to new sales, which would mean that all the other ICAs would need to be quickly replaced by EVs. Given there are over 200 million cars in the USA an extra 5 billion tonnes of coppper will be needed (over and above present needs) to ensure the Americans can drive around as they presently do.
Simply put, just to convert the US to electric vehicles would wipe out present copper inventories in no time at all. Then, of course, we need to offer EVs to the rest of the world!
The above example has only focussed on the EV affecting copper. I could have mentioned that lithion ion or nickel metal hydride battery manufacture would be problematic.
Given what BHP mines and sells, I have a suspicion that replacing the fleet of global cars with new electric vehicles would benefit BHP significantly in years ahead if your peak oil scenario played out. It's certainly plausible.

If you wish to ask about what skills are involved in "analysis", rather than qualifications per se, the above provides a crude but useful example. Investing effectively requires one to examine many variables and be astutely forward looking. If we can "read" the probability of major future events and themes, and map these back into equities that are most likely to prosper, we too are likely to prosper.
Have a look at DYE and see what I mean.

<blockquote data-quote="rederob" data-source="post: 196834" data-attributes="member: 2837">ducatiYour stated answers are typically obscure and poorly thought.Let&#039;s just take your points about oil, and the &quot;car&quot; as an example.You see a &quot;short term&quot; opportunity for oil due to rising prices emanating from peak oil.&nbsp; The bell curve on peak oil gives us many years leeway before severe impacts arise, so you may need to define what you mean by short term.Your comment on the electric car is valid to the extent that it is possible to replace the present ICA (internal combustion automobile) with EV s(electric vehicles).So let&#039;s do some quick sums, using only the USA as a basis.&nbsp; Present new car sales over 7 million units pa.&nbsp; EV uses at least twice average amount of copper wire as conventional ICA which averages 25 kilos per unit - therefore EV would average at least 50 kilos per unit.&nbsp; So if all new vehicles sold in USA were replaced by EVs an additional (mimimum) 175 million tonnes of copper would be needed. However, that equation relates only to new sales, which would mean that all the other ICAs would need to be quickly replaced by EVs.&nbsp; Given there are over 200 million cars in the USA an extra 5 billion tonnes of coppper will be needed (over and above present needs) to ensure the Americans can drive around as they presently do.Simply put, just to convert the US to electric vehicles would wipe out present copper inventories in no time at all.&nbsp; Then, of course, we need to offer EVs to the rest of the world!The above example has only focussed on the EV affecting copper.&nbsp; I could have mentioned that lithion ion or nickel metal hydride battery manufacture would be problematic.Given what BHP mines and sells, I have a suspicion that replacing the fleet of global cars with new electric vehicles would benefit BHP significantly in years ahead if your peak oil scenario played out.&nbsp; It&#039;s certainly plausible.If you wish to ask about what skills are involved in &quot;analysis&quot;, rather than qualifications per se, the above provides a crude but useful example.&nbsp; Investing effectively requires one to examine many variables and be astutely forward looking.&nbsp; If we can &quot;read&quot; the probability of major future events and themes, and map these back into equities that are most likely to prosper, we too are likely to prosper.Have a look at DYE and see what I mean.</blockquote>

[QUOTE="rederob, post: 196834, member: 2837"] ducati Your stated answers are typically obscure and poorly thought. Let's just take your points about oil, and the "car" as an example. You see a "short term" opportunity for oil due to rising prices emanating from peak oil. The bell curve on peak oil gives us many years leeway before severe impacts arise, so you may need to define what you mean by short term. Your comment on the electric car is valid to the extent that it is possible to replace the present ICA (internal combustion automobile) with EV s(electric vehicles). So let's do some quick sums, using only the USA as a basis. Present new car sales over 7 million units pa. EV uses at least twice average amount of copper wire as conventional ICA which averages 25 kilos per unit - therefore EV would average at least 50 kilos per unit. So if all new vehicles sold in USA were replaced by EVs an additional (mimimum) 175 million tonnes of copper would be needed. However, that equation relates only to new sales, which would mean that all the other ICAs would need to be quickly replaced by EVs. Given there are over 200 million cars in the USA an extra 5 billion tonnes of coppper will be needed (over and above present needs) to ensure the Americans can drive around as they presently do. Simply put, just to convert the US to electric vehicles would wipe out present copper inventories in no time at all. Then, of course, we need to offer EVs to the rest of the world! The above example has only focussed on the EV affecting copper. I could have mentioned that lithion ion or nickel metal hydride battery manufacture would be problematic. Given what BHP mines and sells, I have a suspicion that replacing the fleet of global cars with new electric vehicles would benefit BHP significantly in years ahead if your peak oil scenario played out. It's certainly plausible. If you wish to ask about what skills are involved in "analysis", rather than qualifications per se, the above provides a crude but useful example. Investing effectively requires one to examine many variables and be astutely forward looking. If we can "read" the probability of major future events and themes, and map these back into equities that are most likely to prosper, we too are likely to prosper. Have a look at DYE and see what I mean. [/QUOTE]

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