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The following promotion is not investment advice. Your capital is at risk when you invest, never risk more than you can afford to lose. If you are unsure whether this type of investing is right for you, seek independent personal financial advice.

With the spectre of local lockdowns, carbon passports, and wartime rationing…
It’s time to expose…

The Climate of Fear

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Advice in The Fleet Street Letter does not constitute a personal recommendation. Any advice should be considered in relation to your own circumstances, investment objectives and risk tolerance. Before investing you should consider carefully the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.

General - Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.

Overseas shares - Some recommendations may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue.

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Investment Director: Eoin Treacy. Editor-in-Chief: Nick Hubble. Editors or contributors may have an interest in shares recommended. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Limited. Full details of our complaints procedure, privacy policy and terms and conditions can be found at, www.southbankresearch.com

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Five year performance figures for stocks without charts:

Uranium Energy Corp: 2018 -29.38% | 2019 -26.46% | 2020 +91.47% | 2021 +90.34% | 2022 +15.82% | 2023 to 30/9 +32.73%

Cameco Corp: 2018 +23.62% | 2019 -21.06% | 2020 +51.25% | 2021 +63.23% | 2022 +4.35% | 2023 to 30/9 +74.86%

Sprott Uranium Miners: Five year figures unavailable

Yellowcake plc: 2018 n/a | 2019 -12.23% | 2020 +23.88% | 2021 +36.55% | 2022 +10.18% | 2023 to 30/9 +49.49%

All performance figures sourced from Morningstar

Charts sourced from Yahoo Finance as of 12 October ’23.

  1. The Guardian, ‘Era of global boiling has arrived,’ says UN chief as July set to be hottest month on record – 27 July ‘23
  2. Hope Valley Climate Action, London's Burning – climate change is here – 20 July ‘22
  3. The Guardian, Dirty air is the killer poisoning us all while the government just spouts hot air – 25 October ‘19
  4. i News, Nigel Farage is back on the war path - and his anti-lockdown party will give him the platform he desires – 2 November ‘20
  5. Sky News, Key points from Coutts' dossier on Nigel Farage – 28 July ‘23
  6. FT, Court rules UK plan to hit net zero target for emissions too vague – 18 July ‘22
  7. The Guardian, Court rules UK plan to hit net zero target for emissions too vague – 12 January ‘22
  8. Zero Hedge, Globalists Suggest "Finance Shock" And Climate Controls To Launch Their Great Reset – 15 July ‘23
  9. HM Government report, Net Zero Strategy: Build Back Greener – October ‘21
  10. The Guardian, Keir Starmer to ‘throw everything’ at plan to get UK to net zero – 18 June ‘23
  11. The Global Warming Policy Foundation, Achieving Net Zero – 2022
  12. This is Money, The great unwinding: The Bank of England calls time on £895bn money printing blitz as it hikes interest rates from 0.25% to 0.5% - 3 February ‘22
  13. Schroders, What net zero means for inflation – 15 February ‘22
  14. The Telegraph, Net zero and ageing populations risk higher taxes, warns BNP Paribas – 10 September ‘23
  15. BBC News, Climate targets 'may mean higher taxes' – 13 February ‘23
  16. Energy Live News, UK homeowners face jail or £15k fine in Energy Bill crackdown – 3 September ‘23
  17. Gov.uk, UK enshrines new target in law to slash emissions by 78% by 2035 – 20 April ‘21
  18. Dept for Business, Energy and Industrial Strategy, Net Zero: principles for successful behavior change initiatives – October ‘21
  19. The Guardian, Ice-free Arctic in two years heralds methane catastrophe – scientist – 24 July ‘13
  20. The Independent, Gordon Brown: We have fewer than fifty days to save our planet from catastrophe – 20 October ‘09
  21. The Independent, Just 96 months to save world, says Prince Charles – 9 July ‘09
  22. BBC News, UK Parliament declares climate change emergency – 1 May ‘19
  23. Forbes, The Case Of Greta Thunberg’s Deleted Tweet — What Alarmists Need To Hear – 14 July ‘23
  24. The Daily Mail online, Now scientists say climate change is making us BLIND – 6 July ‘23
  25. The Independent, Now scientists say climate change is making us BLIND – 28 July ‘23
  26. The Guardian, London facing 45C days ‘in foreseeable future’, mayor Sadiq Khan warns – 18 September ‘23
  27. Futurism, Scientists Say Atlantic Current Collapse Could Lead to Extreme Cold in Europe and North America – 31 July ‘23
  28. LBC, UK at risk of worsening crime as country faces hotter days that could see increase in sex offences – 16 July ‘23
  29. The Telegraph, Bristol SUVs vandalised to shame owners as 'climate criminals' – 24 April ‘23
  30. House of Commons Library, UK and global emissions and temperature trends – 2 June ‘21
  31. IEA, Global coal demand set to remain at record levels in 2023 – 27 July ‘23
  32. The Guardian, Court orders UK government to explain how net zero policies will reach targets – 18 July ‘22
  33. Client Earth Communications, We’ve won our case against the UK Government’s inadequate net zero strategy – 19 July ‘22
  34. Drill or Drop?, Updated: UK government’s net zero strategy unlawful, court rules – 18 July ‘22
  35. Energy Storage News, Net zero’s missing link: Long duration energy storage – 13 June ‘23
  36. Business Green, 'There are enough resources': Study warns investment urgently needed to avoid critical mineral shortages – 20 July ‘23
  37. Reuters, UK net debt passes 100% of GDP for first time since 1961 – 21 June ‘23
  38. You Tube, Mark Mills: The energy transition delusion: inescapable mineral realities – January ‘23
  39. Manhattan Institute, The “Energy Transition” Delusion: A Reality Reset – 30 August ‘22
  40. Climate Champions, What's the cost of net zero? – 3 November ‘21
  41. IEA, Executive summary – The Role of Critical Minerals in Clean Energy Transitions
  42. Reason.com, Innovation Drives Down the Cost of Powering Electric Cars – March ‘23
  43. I.M3, Mining the 'Climate Crisis' – 9 October ‘23
  44. Zero Hedge, "My Fear Is When Push Finally Comes To Shove" Copper Can Go Up 10 Times, Warns Billionaire Mine-Owner – 27 June ‘23
  45. Institute for Government, Paying for net zero – 1 September ‘21
  46. Client Earth, Historic High Court ruling finds UK government’s climate strategy ‘unlawful’
  47. Atkins Realis – Unprecedented build rate required to decarbonise UK’s energy system by 2035
  48. LBC, Brits face biggest tax burden since World War Two as record drop in household income expected after Budget – 16 March ‘23
  49. IMF Blog Chart of the Week, Fossil Fuel Subsidies Surged to Record $7 Trillion – 24 August ‘23
  50. BBC News, Who are the Uyghurs and why is China being accused of genocide? – 24 May ‘22
  51. The Telegraph, ‘China is harvesting hair and organs from the Uyghurs – it’s a slow-motion genocide’ – 22 May ‘22
  52. CSIS, A Dark Spot for the Solar Energy Industry: Forced Labor in Xinjiang – 19 April ‘21
  53. CBS News, CBS News finds children mining cobalt for batteries in the Congo – 5 March ‘18
  54. The Independent, ‘Here it is better not to be born’: Cobalt mining for Big Tech is driving child labor, deaths in the Congo – 23 February ‘23
  55. Rest of World, As EVs surge, so does nickel mining’s death toll – 27 July ‘23
  56. The Times, Electric cars only greener than petrol after 50,000 miles – 26 November ‘20
  57. Car Dealer Magazine, Electric cars need to be driven 50,000 miles to match carbon footprint of a petrol car, research claims – 27 November ‘20
  58. FT, Companies with good ESG scores pollute as much as low-rated rivals – 31 July ‘23
  59. Gov.uk, New taskforce to support pension scheme engagement with social factors in ESG investing – 15 July ‘22
  60. DW.com, The toxic damage from mining rare elements – 13 April ‘21
  61. Wellcome Collection, The side effects of lithium mining – 23 September ‘21
  62. The Telegraph, SNP admits to felling 16 million trees to develop wind farms in Scotland – 19 July ‘23
  63. The Guardian, One killed as ship carrying 3,000 cars catches fire off Dutch coast – 26 July ‘23
  64. The Telegraph, Britain fires up coal plant as solar panels suffer in hot weather – 13 June ‘23
  65. Free Beacon,  Electric Cars Might Not Even Lower Carbon Emissions, Report Finds – 14 July ‘23
  66. The Spectator Australia, Gone with the wind – July ‘23
  67. The Eco Experts, Heat Pumps vs Gas Boilers: What’s Better? – 20 July ‘23
  68. You Tube, This is Why Heat Pumps May NOT Be The Future
  69. This is Money, How heat pumps leave some homes so cold people are ripping them out – and even happy owners urge caution: Is the plan to replace our boilers wise? – 12 March ‘23
  70. The Telegraph, ‘Help! A heat pump is proving no match for my brick bungalow icebox’ – 27 July ‘23
  71. CNN Business, China approved equivalent of two new coal plants a week in 2022, report finds – 27 February ‘23
  72. Visual Capitalist, Visualizing China’s Dominance in the Solar Panel Supply Chain – 30 August ‘22
  73. IEA, Global Supply Chains of EV Batteries – July ‘22
  74. European Parliamentary Research Service, Securing the EU's supply of critical raw materials – July ‘22
  75. The Telegraph, China ‘will use electric cars to spy on Britain’ – 25 August ‘23
  76. BBC News, ULEZ: Charges and fines raised nine-figure sum in 2022 – 13 June ‘23
  77. Reddit, Noticed this attached to the ULEZ camera round the front of our garden centre – August ‘23
  78. Sadiq Khan to stand by Ulez after Starmer’s stark warning over Uxbridge defeat – July ‘23
  79. The Guardian, Ulez just the start and similar scheme needed for buildings, experts warn – 6 August ‘23
  80. BBC News, Petrol and diesel car ban immovable, says Michael Gove – 25 July ‘23
  81. TransportXtra, Every airport and port must close for climate – academics – 20 December ‘19
  82. UK FIRES, Absolute Zero – 29 November ‘19
  83. Irish Examiner, Why we should ration the distance each person can fly every year – 20 June ‘23
  84. i News, Scientists hope to feed primary school children edible insects to make the UK greener – 30 May ‘22
  85. London Evening Standard, UK must cut meat and dairy consumption by half to meet 2050 net zero emissions target, says report – 10 March ‘20
  86. Catapult Energy Systems, Innovating to Net Zero – March ‘20
  87. Policy Mogul, Labour’s Electric Vehicle plan will power £30bn in growth, as party warns Britain ‘losing the race’ under the Conservatives
  88. Gov.uk, £56 million of public and industry funding electrifies charge point plans across the country – 21 February ‘23
  89. Atlas EV Hub $210 Billion of Announced Investments in Electric Vehicle Manufacturing Headed for the U.S. – 12 January ‘23
  90. Motor Finance Online, Global EV sales to quadruple by 2030: Morningstar – 2 June ‘23
  91. The Express, North Sea boost as energy giant says oil and gas crucial to keep lights on for decades – 31 January ‘23
  92. The Telegraph, This Government's energy policy will keep the lights on, heat our homes - and bring down your bills – 1 August ‘23
  93. Forbes, Unreliable Nature Of Solar And Wind Makes Electricity More Expensive, New Study Finds – 22 April ‘19
  94. The Telegraph, The wind and solar power myth has finally been exposed – 10 May ‘23
  95. The Oil and Gas Journal,  Oil and gas investments to hit $628 billion in 2022, led by upstream gas and LNG
  96. AP News, Britain approves new North Sea oil drilling in welcome news for the industry but not activists – 27 September ‘23
  97. Forbes – US oil companies have increased by 60% in one year – 27 March ’22
  98. OilPrice.com, IMF: Saudi Arabia Needs Oil Prices At $80.90 To Balance Budget – 3 May ‘23
  99. Mint, NEOM: All you need to know about Saudi Arabia's futuristic city without roads and cars – 20 February ‘23
  100. Oilprice.com, Saudi Arabia Likely To Extend Oil Production Cuts – 26 July ‘23
  101. Oilprice.com, Saudi Arabia Hikes Oil Prices To Asia – 6 July ‘23
  102. CNN Business, Saudi Arabia needs more than higher oil prices to fund its grand plans – 6 June ‘23
  103. Schroders, Nuclear power: a viable option in an energy transition? – 8 August ‘23
  104. Global X, Six Quick Updates on Global Nuclear Power Growth – 3 March ‘23
  105. Global X, Top Uranium And Nuclear Energy Updates: Q2 2023 – 29 August
  106. The Daily Sceptic, Oxford County Councillors to Introduce Trial Climate Lockdown in 2024 – 5 December ‘22
  107. Wall Street Journal – ‘Net Zero’ will mean a mining boom – 12 April ‘23
  108. No Tricks Zone, Tough Mobility Restrictions Coming Soon “Like It Or Not”: Oxford Proposes “15 Minute Nieghborhoods” – 21 December ‘22
  109. Gov.uk, PM speech on Net Zero - 20 September ‘23
  110. World Economic Forum, German Chancellor Scholz Lays Out Roadmap to Climate Neutrality by 2045 – 18 January ‘23
  111. Whole Grain Digital, The government's withdrawn Net Zero report shows where businesses can lead – 17 November ‘21