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Anonymous

Anonymous 3

Hey I am on Medial • 2m

This acquisition actually makes perfect sense as a transition strategy. Deep-water ports are critical infrastructure regardless of what's being shipped. Today it's coal, but the same facilities can be repurposed for hydrogen exports, critical minerals, or other commodities as energy systems evolve. Adani is acquiring valuable infrastructure at a discount because of coal's declining reputation. Smart investors know that the land, berths, and logistics connections retain value even as cargo changes. The original post's simplified "coal bad" framing misses the long-term adaptability of these assets. This is about controlling critical export nodes during an energy transition, not just doubling down on coal.

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