Usually when I draw the standard price path graph--say that 3 times fast--for the oil/renewable transition, I don't think to put coal as a transition fuel between oil and renewables. Maybe I should.
Coal may be the last thing on earth that many investors would consider putting a dime into. But the world is on course to transition back to coal. You may wish it wasn’t the case, but it’s inevitable. Coal isn’t as clean of a fuel source as other options – but there is room for clean coal technologies to improve, and I believe they will. Investors should have a position in coal companies to be able to profit from the transition – or risk being left behind.
via seekingalpha.com
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