Massive spending on infrastructure is needed to adapt to climate change and rebuild war-torn areas.
Infrastructure— There is massive spending ahead. Not just to decarbonize energy production, but to protect existing infrastructure from climate change, and also to rebuild Ukraine, accommodate migration of population fleeing war and climatic incursions on their environment. This means rising demand for metals, iron ore, cement, not just the rare metals that currently get the attention.
3. New products, resources and processes— Researchers, financiers, developers and geologists are hard at work on an amazing array of research: small nuclear reactors, fusion, superconductors, gold hydrogen, geothermal energy, solar power satellites, new air conditioner technology, better solar cells and even better batteries. Picking the right technology will not be easy. However, watch out for the establishment spokespersons who tell you why something will not work commercially.
understand that the new firm, if pressed, has the power to reduce prices drastically and still stay in operation, making it a formidable competitor.
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