Special Report: My 10 Picks for how to invest in climate change NOW–3 first 3 picks, LAZR, PLBF and GWH

Here’s how I characterize developments in the global climate crisis in 2023: It was the year when hot air confronted cold cash. And as you might expect cold cash won.

Which gives me the framework for how to invest in the global climate crisis over the next 12 to 24 months. I’m going to use natural gas to develop my investing paradigm. And then I’m going to give you four sectors in which to concentrate your investments. And 10 specific picks for your money. I expect that I’ll be revisiting the topic of how to invest in the global climate crisis again before too long–because I think today’s paradigm will need substantial revision not all that far down the road.

In Part 1 today, I’m going to develop that paradigm. In Part 2 I’m going to tell you why I think nuclear energy, utility scale battery storage, wind and solar are the sectors that deserve your investment cash and attention (and why electric vehicles don’t make the cut now.) In Part 3, I’ll give you the ten stocks and ETFs I’d pick for these four sectors.

China’s limits on graphite exports, a key ingredient in electric car batteries, go into effect this week

China’s limits on graphite exports, a key ingredient in electric car batteries, go into effect this week

Meetings between presidents come and go, but China’s efforts to capture the high ground in technologies for the future economy–and to defend that ground once captured–just go on. On December 1 China will begin requiring export permits for some graphite products, another attempt to control critical mineral supply in response to challenges to its global manufacturing dominance. Beijing’s move to restrict graphite exports will have a disproportionate impact on foreign makers of electric vehicle battery components who have not yet shifted to using as much synthetic material as Chinese counterparts, industry insiders and experts told Reuters.

First Quantum Minerals announces big copper, nickel expansion

First Quantum Minerals announces big copper, nickel expansion

With copper and nickel prices near all-time highs and fears that the rapid growth of production of battery-powered cars would result in a severe nickel shortage, on Sunday First Quantum Minerals (FQVLF) announced that t would expand it Kansanshi copper mine in Zambia and begin work on the new open pit nickel Enterprise mine.

Special Report: You Can Make Money Investing in Climate Change: Here’s How With Four Sectors and First 10 of 12 Stock Picks

Special Report: You Can Make Money Investing in Climate Change: Here’s How With Four Sectors and First 10 of 12 Stock Picks

All you have to do to find the high profits that will make the risk of investing in climate change stocks worthwhile is to focus on sectors (1) where the rewards are solid and the risk is quantifiable, (2) where companies are making profit the old-fashioned way by building out networks and then charging high rents to use them, by (3) carefully targeting a few technologies (wind and solar and hydrogen and electric cars) that will be part of any mix of solutions, and (4) by investing in bottlenecks that are likely to drive prices up (and provide good profits for companies that resolve the bottleneck.

Apple moves big in battery wars

Apple moves big in battery wars

Apple (AAPL) has hired Samsung's head of global battery development, Soonho Ahn. At Samsung SDI, the battery-producing affiliate of Samsung Electronics, Ahn led development of lithium battery packs and worked on next generation battery technology. Two ways that this...