Peter Brown: The hot stocks and metal for the climate change fight 

File picture of the Ranger Uranium Mine in Australia's Northern Territory.

Stockmarkets are focusing on the huge imbalances between supply and demand as the global economy roars back from the Covid crisis, hence the price of shipping containers has trebled, many raw materials are in short supply, and inflation is now dominating market thinking.

Inflation is bad for stock prices, if it leads to a rise in interest rates.