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Lukas Kuemmerle Profile picture
Lukas Kuemmerle
@lukaskuemmerle
Agricultural Commodity Strategist, Market Neutral, Editor, Founder Kucrop Analytics Business Requests: info@lukas-kuemmerle.com
Aug 13, 2022 • 10 tweets • 3 min read
If you read only one thread🧵from me in the next 10 years, read this one:
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil, gas and metals.
A cyclical commodity bull market.📈

1/10 I'm in favor of combating man-made climate change and replacing most fossil fuels with renewables in the long term, but the way we are currently going about it is not realistic and will end badly for society and also in high commodity prices and much higher cost of living.

2/10