Investment implications of Climate Change

[SirRumpole]

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

 

[basilio]

How to survive global warming perhaps ?

 

[SirRumpole]

How to survive global warming perhaps ?

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

 

[sptrawler]

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.

 

[sptrawler]

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

 

[qldfrog]

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?

 

[SirRumpole]

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

 

[sptrawler]

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

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

 

[SirRumpole]

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

Yes fair enough, a distinction has to be made there.

Some strategies being adopted to adapt to climate change.

https://www.abc.net.au/news/2019-09-16/radical-choice-to-confront-climate-change/11515456

The building sector would surely benefit from climigration( ie relocation of towns or communities).

 

[Smurf1976]

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.

 

[PZ99]

Invest in companies that sell skin lotion and sunnies

 

[SirRumpole]

Invest in companies that sell skin lotion and sunnies

And Akubras.

 

[basilio]

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

 

[SirRumpole]

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.

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

 

[basilio]

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

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.

 

[SirRumpole]

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

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.

 

[qldfrog]

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

 

[sptrawler]

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.

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

 

[sptrawler]

Another raw material used in battery manufacturing, which is suffering from the same over supply issues as lithium, is cobalt.

https://www.belmontmetals.com/overs...creating-fluctuating-cobalt-prices-into-2019/

 

[SirRumpole]

On the other hand, vanadium seems to be surging.

https://stockhead.com.au/resources/vanadium-prices-are-surging-again-whos-set-to-benefit/