|
|
Energy Investing
|
|
||
Re: ENERGY PRICES SET TO SKYROCKET (blog article)>> Don't get me wrong I think the EV boondoggle is going to bite us in the ass. The sad part is we are very close... excruciatingly close... to solving the climate-change problem. And without EV's, without wind and solar, without carbon taxes and tax credits, without any of the "Green" conundrums, without the Republican vs Democrat blustor, without any of that. And it could all be done tomorrow. The answer is in the type of modeling found in the economic modeling that I am trying to share. And in it the left-hand column that represents the globe's industrial production. That column (as the post explains) is derived from snow, ice, and glacial melt. The data comes from the "National Snow And Ice Data Center" in Boulder, Colorado. I simply baseline the data to remove the seasonal, day-of-week, and other noise, to get to a baseline score that is either positive or negative, to define the dividing line between expanding or contracting glaciation. The difference here, though, is that I am using that melt as an indicator of global economics in the posts (which it is), instead of as a climactic model (which it also is). It is as simple as this. If all the central banks of the world would adopt such a model, then raise or lower rates by 1 basis point per day until the baseline scores would flip, then the climate change debate ends. Right then and there. Of course, if they switch from controlling inflation and recession, then another mechanism has to be found for controlling individual economies. That could be done within each nation apart from the control of climate. But it is really just as simple as that. If what mankind is really shrinking the glaciers, then doing just a little bit less of what mankind did before... That will remedy the problem. If what man is doing economically truly does impact glaciation, than glacial melt (or advancement) is also a reflection of what man is doing to impact the global economy. It is the exact same principal that I use in the Part-4 posts, which evaluate where fair-value is for natural gas. It is the same principal on which I have traded for all these years. If base-lining works to balance natural gas fundamentals, it can also work to balance climate fundamentals. -Rob |
return to message board, top of board |