INK Ultra Money Free: Climate change activists are fighting the wrong war

Today on INK Ultra Money Free we visit the oil patch and discover why politicians are failing so badly at dealing with climate change. It is a great time to focus on oil & gas because January is a seasonally weak month for crude. That means many oil & gas stocks go on a post-holiday sale. However, if Rob West is right, we could see a long-term shift in the narrative about the role of oil & gas in the fight against climate change.

That could help reduce the discount investors are placing on energy stocks over fears of secular decline. Meanwhile, shorts have pressed their bets against Bonterra Energy (BNE). If we are right about a potential upswing in crude oil once we get through this seasonal rough patch, the shorts may want to consider looking elsewhere for opportunity.

1. Decarbonization: The Divestment Death Cycle - Real Vision (free)

Rob West, founder of Thunder Said Energy - an energy consulting firm, understands that the total decarbonization of the energy industry will be fueled by political attitudes around the world over the next few decades. However, West argues that proponents of ESG investing fail to understand that this transition will involve massive investment in fossil fuels and cooperation with villainized oil majors. He explains his framework for total decarbonization of the energy industry by 2050, and highlights the new technologies and investment vehicles that will be necessary to drive the transition. Filmed on October 18, 2019 in New York.

Natural gas can reduce emissions by 20%

2. Will Bonterra Energy shorts be the first 2020 oil patch casualties? - INK Research (free)

In the January 8, 2020 morning report, INK makes the case that Bonterra Energy (BNE) shorts are at risk in the new year

Capital discipline starting to pay off

An audio download is also available below.

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