Dear Reader, It’s amazing how quickly things can turn. Especially when there’s big money involved. Just a few years ago, Australia was the largest polluter per capita among industrial nations. And ‘bereft of a credible climate policy just as the international community focuses on deeper reduction targets’, according to John Connor, chief executive officer of The Climate Institute. Now we’re being called a ‘green energy superpower’. Number three among the top 40 nations based on renewable energy investment and deployment opportunities. But this is not a purely Australian phenomenon. A few years ago, then Mayor of London Boris Johnson said wind turbines ‘couldn’t pull the skin off a rice pudding’. Now he’s out with a 10-point plan to help Britain reach zero carbon emissions by 2050, with a huge shift to renewables. As you’ll see here, there’s potentially huge money to be made from these flip-flops in 2021. You just have to pick the right stocks. By figuring out what the ‘second-order effects’ are going to be. Second-order effects are pretty simple to understand. Every action has a consequence. And every consequence has another consequence. Those latter consequences are called second-order effects. Every change you make to a system has second-order effects. The internet, for instance, was designed as a back-up network for the US military in the event of an attack. Its second-order effect was to open up a free information superhighway that changed the world. Cars, too, were a great system-change. The first-order effect was getting people from A to B faster. One second-order effect was the emergence of suburbs and city sprawl. Another was a proliferation in carbon. (One of the main drivers of the green boom we’re seeing all around us right now.) As a result, you are witnessing another monumental system-change — away from fossil fuels. An $11 trillion tsunami is about to pour into clean energy. Pick the second-order effects of this — and the stocks poised to exploit them — and the potential profits are huge. Click here to see what I mean… Regards, James Woodburn, Group Publisher |