4min chapter

What chances do metals and mining offer, Anthony Young?

Good Investing Talks

CHAPTER

Is There a Commodity Business in 2050?

To think about 2050 is very important if you think about the energy transition and all the decarbonization issues. If you want to go down to net zero to 2050, it's like only 26, 27 years. And what does this then mean for like the whole infrastructure providers that have to deliver all the stuff, border energy transition, like cables and wires and copper? For instance, do we really have the capacity for this? And does this also impact like the way the business is done? Because if you Think about like shorter capacity, it's not really commodity business anymore. It's highly dependent on like, yeah, the cycles.

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