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Matt McDonald's avatar

Great article again. Coal mines are the new tobacco stocks. The Aussie miners are cash cows and will be for a long time based on the current strip pricing. Give us a shout when you come down under and we can do a coal mine golf tour.

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V3's avatar

Pure gold: Energy availability, affordability, reliability, and geopolitical security are far and away the most important characteristics of any fuel choice. Full stop. Environmental and climate considerations are only taken into account after primary needs are satisfied. Many of you will agree, though some will disagree. As an analyst, this is objectively not a close call.

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