From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley
A revolution in energy is upon us.
Some like to call it the green revolution or the transition to renewable and alternative energy. How you want to label it isn’t what matters.
All we care about is that the landscape for energy and how we use it is changing dramatically.
As the world quickly changes and the demand for energy expands, how we generate and utilize it, as well as the natural resources we rely upon to do so - will inevitably change, and adapt to this new environment.
Of course, we’ll continue to burn coal, crude oil, and natural gas for the foreseeable future. But there are other pockets of strength arising in areas that could very well be secular growth trends for decades into the future.
We’re always looking to identify these new arenas of growth. Here’s the way we see it...
With strong prospects for global growth and economic expansion in the cards, additional energy sources will need to be created so that supply can meet the growing demand being placed on an already antiquated and stressed infrastructure.
As usual, the markets are one step ahead and appear to have already sniffed out the necessity for alternative energy sources.
Let’s look at a couple of charts that both highlight the changing backdrop for Energy consumption and offer opportunities to express a bullish thesis on these emerging trends.
First up is a chart of the VanEck Rare Earth Metals ETF $REMX:
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