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Mutated_Quant's avatar

>Coal: Cheap gas has arguably been a bigger coal killer over the past decade than “ESG” or regulation. As the most directly substitutable fuel in power generation, higher natural gas prices make coal more competitive.

This is the most underrated part of the article. Coal wasn't killed by ESG, it was killed by nat gas. I'm heavily positioned into Australian coal producers for the coming year.

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Thomas R.'s avatar

One of the best quality Substack out there!

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