• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us
Latest

Net Zero/Not Zero: The Global Resources Boom is Certain

Like 0

By Brian Chu, Thursday, 26 October 2023

The term ‘Environmental, Social and Corporate Governance’ has become a dirty word recently.

In fact, the face behind the ESG movement — Blackrock’s CEO Larry Fink — recently backtracked on using this word as he recognised the negative publicity associated with it.

As Larry pointed out, ESG has been weaponised to turn what was once beneficial to society into a politically charged issue that divided society.

Perhaps the most contentious issue that ESG is associated with is climate change. For one, it’s divided society.

The scientific community are at war accusing each other of ‘climate alarmism’ or ‘climate change denialism’.

I believe that it doesn’t matter who ends up being right. Global demand for resources is going to soar regardless.

The only thing that’s up in the air is whether these resources are put to good use.

Let’s explore this further and see how you can benefit from what’s unfolding.

The changing face of ESG from refining society to a toxic agenda

For the past five decades, various groups have raised concerns about overpopulation, pollution and climate change.

The world’s population has been rapidly increasing. It was estimated at 1.65 billion at the start of the 20th century. Today we have over 8 billion people.

With it come the challenges such as wealth inequality, crime, urban sprawl and geopolitical tension.

Furthermore, the rapid development in technology and the ‘profit motive’ by large corporations have contributed to more pollution and environmentally destructive practices.

To counter such impact as companies sought to maximise shareholder value, the ESG framework was introduced. It steered companies to invest and research ways to refine business practices and potentially mitigate their negative impact.

To name a few, we’re now driving cleaner vehicles, adopting ‘reuse and recycle’ strategies to cut waste and developing more energy efficient appliances.

These are some of the positive aspects of ESG.

But in recent years, the movement has mutated into a toxic agenda. With it comes the most counterintuitive and self-destructive set of practices which could take the world back several decades and result in lasting societal and economic damage.

Climate change — ESG’s Frankenstein monster

I opine that climate change has brought out the worst of society’s malaise and institutional malpractice.

This movement is run by certain globalist bodies, multinational corporations, academic institutions and non-government lobby groups. They’ve invested vast sums of money knowing the massive payoff.

Just look at how we’re rolling out solar panels, wind turbines, electric vehicles and smart metres. At the same time we’re phasing out coal power plants, gas stoves and petrol driven cars. Western nations are cutting down on exploring and producing fossil fuel while OPEC nations control the supply of fossil fuels.

The media acts as gatekeepers by declaring manmade climate change is ‘settled science’. It suppresses any dissenting voice or opinion through fact-checking, ridicule and slanted coverage.

However, this might soon change as the ‘settled science’ of manmade climate change comes under attack.

Last month, over 1,600 scientists publicly declared that the climate emergency is a hoax and that it isn’t an existential threat to mankind.

Just so you know, these aren’t fringe dwellers. Among them are leading scientists and practitioners in their fields, including two Nobel laureates.

The dissenters noted how politics and money conflate the facts and narrative. This results in poor decisions and policies, not to mention mass hysteria. This is especially the case with the younger generation who have been targeted with propaganda.

They also highlighted that studies supporting the mainstream narrative go against the fundamentals in various scientific disciplines.

The most egregious abuses include:

  • Claiming that carbon dioxide is harmful and causes rising temperatures. This goes against basic biology that plants and trees take in carbon dioxide for photosynthesis and produce oxygen as a by-product. Furthermore, the claim that carbon dioxide levels lead to rising temperatures is cherrypicked using recent data. This claim is not supported when using data going back further in time.
  • Using climate models with flawed assumptions that generate results which are not reflected in real life.
  • Knowingly publishing flawed results and studies. To confuse readers, these reports hide shortcomings, use jargon and are ‘padded out’.

Many studies turn the accepted practice on its head, resulting in ‘garbage in, garbage out’.

A solution is certain to fail when the assumptions and framework are flawed. That’s commonsense.

However, this creates opportunities for unscrupulous policymakers and their beneficiaries.

You can always throw more money at a persistent problem.

The die is cast on a resources boom

Even though the veil is lifted on the climate change proponents, a commodities boom is imminent.

If the proponents succeed in quashing the dissent and continue with their ‘Net Zero’ agenda, we’ll see the electrification of the world with solar panels, wind turbines and electric vehicles…all of which require vast amounts of mined materials to get up and running.

The alternative is a shift back to more fossil fuels and possibly the rise of nuclear energy.

We can only hope that the leaders of the world have the sense to shift the world towards cheaper and more efficient energy.

But either way, opportunities could be found in a coming commodities boom.

You can get started on that journey here.

God bless,


Brian Chu Signature

Brian Chu,
Editor, The Daily Reckoning Australia

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Brian Chu

Brian Chu is one of Australia’s foremost independent authorities on gold and gold stocks, with a unique strategy for valuing big producers and highly speculative explorers. He established a private family fund that only invests in ASX-listed gold mining companies, possibly the only such fund in Australia, putting his strategy and research skills to the test under public scrutiny. He currently writes two gold-focused investment advisories.

In his Australian Gold Report, Brian shows you a strategy for building long-term wealth in physical gold, along with a select portfolio of hand-picked stocks, mainly producers with proven revenue streams, chosen for their balance of risk and reward.

In his more specialised Gold Stock Pro service, Brian helps readers trade some of the most exciting, speculative gold mining plays on the ASX. He uses his proprietary system — based on the famous Lassonde Curve model, which tracks the life cycle of mining stocks. His aim is to help you get ready to trade the next phase of gold and silver’s anticipated longer-term bull market for opportunities to benefit.

Brian’s Premium Subscriptions

Publication logo
The Australian Gold Report
Publication logo
Gold Stock Pro

Latest Articles

  • As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre
    By James Cooper

    In today’s edition, James Cooper looks at the growing hostilities between Pakistan and India through the lens of the commodity cycle. And why it could matter more than most think.

  • The share market bears have no answer to this…
    By Callum Newman

    I came across a handy bit of info from Wilson Asset Management yesterday. Wilson says that there’s strong demand for Chinese assets despite the recent volatility and trade tensions. Why do we care? There could be profit in this.

  • The method in Trump’s tariff madness
    By Jim Rickards

    Trump is pursuing a twenty-first-century version of what was originally known as the American System. A system that made America great in the first place.

Primary Sidebar

Latest Articles

  • As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre
  • The share market bears have no answer to this…
  • The method in Trump’s tariff madness
  • The first place to look thanks to the US/China truce
  • The trade war is over. Tax cut chaos is next.

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988