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Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management

Equity Mates Investing Podcast

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The Future of Coal

I think the thing that got wrong was that you were just going to have the shifter renewables and realise there had been this huge under investment in fossil fuels. A lot of countries around Asia are still relying on coal. They've built newer coal plants in the last decades, which are actually more efficient. But they're the older ones in developed markets. They still have this huge reliance on coal that's going to remain. It takes a lot longer to come through. The flow on conversation from energy really becomes the possibility of a European recession,. If it's a cold winter and energy stockpiles go down, energy prices go up, businesses and consumers fill the pinch. I don't think we

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