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Interesting you should mention. I have been trying to figure out what sectors are best to invest in. I have a hard time with this since I believe I overthink trends. I think EVs are a stupid idea as are solar cells, turbines and the whole of the green zero mess. But, it is coming hell or high water right or wrong and I can’t change that. No amount of reason or logic seems to be able to blunt the headlong rush into a dark tunnel. We are going to be forced to throw away a perfectly good energy system and replace it with the unknown and likely unreasonable. We will simply trade one set of problems for new ones at unnecessary and unreasonable expense.

Companies will go where they make money so what direction is making money likely to take that one can invest in to also make money? It needs to be a sector type investment and not just a company since I don’t think any of us are smart enough to pick the next Apple or MS or Google or Amazon or whatever. Most of us don’t have enough bullets to shoot at all the possibilities to pick that one or few winners without hitting a bunch of duds. We also don’t have enough money to invest in the few winners and the many duds to have a material win from our effort.

Cat and Komatsu are existing directional sector related investments that may fill the bill. One might make more by some obscure under valued or emerging niche supplier but I don’t know who that is or have time to find it or even know where to look.

While Cat and Komatsu may surge for a bit they will come back down as people realize that effort has moved from one mining sector to another perhaps.

It is going to take a mountain and more of copper to make all the stuff necessary to move this much more electricity and build this many more motor windings.

Did you know that once upon a time copper producers saw fiber optics as a threat to the need for copper? Or that paper and ink producers saw the computer and the “paperless” office as a threat to their business? Neither one came true.