Navigator.
This report is not about the price of gas at the pump. It is about what happens when there is no gas at the pump.The long AUD position has been closed, and the proceeds are being added to EU Renewable Energy Equities. The reason is that the energy crisis means Australia is running out of energy. The economy will tank.
Renewable Energy Equities, with a focus on EU, are the new exposure being built up. It stems from the need to boost energy efficiency dramatically to repair economies damaged by the Middle East Confrontation. Only the EU and China have the menas and the policies to achieve that, The US will lag far behind.
Loading Document...
Comments
No Comments Yet