Fed Up With Your Heating Bill? Blame China

[Rodent + 1,424]

"China’s war against smog is lifting prices for energy all over the world, according to analysts at Goldman Sachs Group Inc. and the International Energy Agency."

http://fortune.com/2017/12/13/natural-gas-clean-air-china/

 

[Carlsbad + 19]

yeah, but lots of beneficiaries, too ... think electric car makers ... lithium miners. 

[Seleskya + 50]

don't forget cobalt -- just as big as lithium, and facing a major supply shortage for which we can thank China again. Spot prices up around 150% this year. China's having a major EV growth spurt and the restrictions on conventional cars are a huge part of the crackdown on pollution. 

[TraderTate + 186]

true trader. see the opportunity in everything. higher energy bills, no matter. we'll make it up on the market. Cobalt looks great! but ... just like lithium, hard to find a good pure play miner.