Natural Resource Stocks, Released on 5/18/24

In this comprehensive discussion, Trader Ferg shares his insights on global energy trends, focusing on the significant growth in China’s coal construction that could surpass global consumption. He discusses his interest in coal, oil, uranium, and platinum group metals from an investment perspective, emphasizing the demand in developing countries versus the renewable energy narrative. Ferg highlights his strategies for investing in undervalued assets within these sectors, considering geopolitical risks and supply constraints. He also shares his views on the future of energy demand, the impact of shale oil, and the potential of the platinum group metals market.

00:00 China’s Massive Coal Expansion by 2030
00:46 Introduction to Trader Ferg and Early Morning Discussions
01:14 The Strategic Value of Energy Investments
05:56 Exploring the Uranium Market and Investment Strategy
11:41 Diving Deep into the Oil Sector
17:26 Coal: The Unloved Asset with Huge Potential
25:07 Exploring Other Hard Assets: Platinum Group Metals
27:57 Conflict Zones and Commodity Supply
30:22 Final Thoughts and Investment Philosophy

Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali).

  coal, energy, fergus cullen, inflation, investing, oil, uranium