
Macro Analysis On Energy, Equities, Metals – Tracy Shuchart
Futures Radio Show
00:00
Analyzing the ESG Play in the Infrastructure Package
The chapter explores the mixed messages surrounding ESG and how the infrastructure package leans towards heavy materials and fossil fuels, highlighting the need for fossil fuels and base metals to build ESG infrastructure such as wind turbines, solar panels, and EV charging stations. It also mentions the reduction of the EV allocation in the infrastructure package, with a shift towards repairing highways, bridges, railroads, and replacing lead pipes and water systems.
Play episode from 10:18
Transcript


