The Chinese HVAC Market and the Cold Trade

China is the world's largest consumer of coal. The degree of HVAC usage across China is just drives a massive amount of coal usage. Carrier Global 20% of their revenue comes from Asia. If China for the third year in a row actually steps it up and has even a worse heat wave, I can't think of a better company right now in terms of a weather trade than Carrier Global. So I haven't bought shares yet, I'm going to buy them right now. Do your own homework guys. We're not financial advisors, this is not financial advice, this is what we're doing, this iswhat I'm doing.