Australian Shares Discussion Forum
Main Forum•Another way to play Energy -target the electron economy
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I wonder if the way to play energy is to concentrate on or at least understand the “choke” points for the emerging low carbon economy and its cohort the Electron Economy.
Here in Australia we are blessed with around 40% of the world’s economically mineable uranium and more gas be it CSM/LNG etc than we could ever use. We also have the world’s hottest and shallowest Hot Rocks and that makes us one of the very few countries that will have virtually unlimited power to produce electricity plus liquid fuel security*.
*(As a lot of attention is currently being directed towards UCG-GTL that will utilise our vast coal deposits by turning them into a range of highly purified fuels including Diesel, Kerosene etc and the liquid fuel independence that will bring to Australia.)
But if we are to shift towards the other half of the equation where we utilize the electrons produced from the above mentioned energy sources then Australia’s 45% of the World’s Rare Earth Elements and its virtual strangle hold on the heavy Rare Earths, plus our very large Lithium rock deposits, gigantic Cobalt, Vanadium and other so called minor metals puts the investment in Australian Energy into a different light.
We have explored these subjects in some depth and in particular have sign-posted the investment opportunities available with a series of dedicated websites including: