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SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd
The HC Commodities Podcast
The Impact of the IRA on the Energy Transition
The IRA is the administration's way of saying that Democrats are for clean mining. The ESG movement started out almost as a religion, right? It's an internal contradiction where ENS are actually anti-correlated. I have met with investors who believe that the US environmental policy is responsible for a war, famine and a recession.
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