War, Industrial Policy, and Inflation
War, Industrial Policy, and Inflation. Re-arm, Re-shore, Re-stock and invest (commodity/resource). Re-wire the grid (energy transition)
War, Industrial Policy, and Inflation. Re-arm, Re-shore, Re-stock and invest (commodity/resource). Re-wire the grid (energy transition)
China is Buying the Missing Russian Coal. Russian coal producers are pivoting towards China due to the economic sanctions in Europe.